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spinman
Level 1

Archiving a company in Quickbook Desktop Enterprise

I have a client who has an old install of Quickbooks Desktop Enterprise running.  They recently moved to QuickBooks online but didn't migrate the data from Quickbooks Desktop. They no longer need Quickbooks Desktop however, they still need access to the data for reporting in case they are audited.  What is the best option for them to archive the company data but still be able to get to it if they need to run a random report later?

 

Thanks in advance!

6 Comments 6
Fiat Lux - ASIA
Level 15

Archiving a company in Quickbook Desktop Enterprise

Create the backup file (QBB) and secure it as the archive file.

spinman
Level 1

Archiving a company in Quickbook Desktop Enterprise

How would they go about viewing that file to run reports if they needed to?

spinman
Level 1

Archiving a company in Quickbook Desktop Enterprise

How would they view the file to run a report if they needed to?

Fiat Lux - ASIA
Level 15

Archiving a company in Quickbook Desktop Enterprise

Which QB Desktop year version did they use? If their license has expired, they can utilize the trial version for QB Desktop to open it later.

spinman
Level 1

Archiving a company in Quickbook Desktop Enterprise

The version is Enterprise 2018 Contractor.

LeizylM
QuickBooks Team

Archiving a company in Quickbook Desktop Enterprise

Hi there, spinman. 

 

I can share additional information about viewing your data in QuickBooks Desktop.

 

To view your data, you can use your backup company file (.qbb) to restore your company file in QuickBooks Desktop. Here's how:

 

  1. Open your new version of QuickBooks Desktop.
  2. Go to the File menu, then select Open or Restore Company.
  3. Select Restore a backup copy then Next.
  4. Browse your computer for your company file (.qbb), then select it to Open.

 

I've also included some articles in case you need some ideas about creating a backup, as well as modifying reports to acquire the data you need:

 

 

Feel free to comment below if you have clarifications about viewing your data in QuickBooks. I'll be happy to help you. Keep safe!

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