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tyler30
Level 1

I'm closing my company and ending my QBO subscription. How do you recommend archiving my QBO information so I can reference it in the future?

Is there a list of reports I should and save?
2 Comments 2
jenop2
QuickBooks Team

I'm closing my company and ending my QBO subscription. How do you recommend archiving my QBO information so I can reference it in the future?

It's always sad to see when someone is ending an endeavor that's been invested with so much time and effort. No worries, I'll share a couple of options on how you can save your company data after closing out your account, tyler30.

 

For starters, your account data will remain available in read-only mode for 1 year from the cancellation date. During this period, you can log in to view transactions and print reports for audit or recordkeeping purposes. 

 

After that, QuickBooks Online will automatically delete the closed account data permanently. You can read more details about this here: What Happens to My QuickBooks Online Data After I Cancel?


Second, you can export reports out of QBO. Having these exported reports will allow you to maintain financial records after closing your QuickBooks Online account. The list of available reports depends on the type of subscription you have. 

 

Here's an article for a complete list: Reports Included in your QuickBooks Online Subscription.


You can also follow these steps on how to export the reports: 

 

  1. Go to the Reports menu.
  2. Search for and select the report you want to export.
  3. At the top of the report, select the Export icon. Then select Export to Excel, Export to PDF, or Export to Google Sheets.

 

export report.PNG

 

I also have these articles to share for additional guidance about moving your data out of the program: 

 

 

While this door is closing, you can always tap on us if you need more help with the cancellation process and saving your company data, tyler30. I'm here as a guide as you wrap up everything in QBO. 

4Gal
Level 11

I'm closing my company and ending my QBO subscription. How do you recommend archiving my QBO information so I can reference it in the future?

@tyler30 

Convert your data to QB Desktop and you can use the trial version to access the file for good.

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