QBSE

You can convert your data to QB Online as a first step. Then, convert it back to QB Desktop. You can use the QB Desktop trial version to access your historical data for good.

Hello there, Wag130.

I appreciate your foresight in planning ahead before closing your business. Here's how you can retain your information from QuickBooks Self-Employed (QBSE) for future reference without being charged after your business closes.

You will need to export your reports and data before canceling. QBSE allows you to export reports and data, so ensure you save these files in a secure and easily accessible location.

Here's how:

1. Go to the Reports menu.
2. Find the report you want to download.
3. Select the time period or tax year from the dropdown.
4. Select View or Download.
5. Select the arrow icon and then the Print or Download.

Once you have exported and saved all necessary information, cancel your QBSE subscription before your next billing period to avoid any additional charges. Please note that after canceling your subscription, you will have read-only access to your account data for one year. During this period, you will not be able to create new transactions. After a year, your data will be permanently deleted.

If you have further concerns, please don't hesitate to reply here. We're here to support you every step of the way.

Hi there, wag130.

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you're still experiencing any problems.

We'll be glad to assist further if needed.