Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How do I get my data out of QB Online when the company is closing and I need to keep copies of the records but want to close the QB Online account?

 
5 Comments
QuickBooks Team

How do I get my data out of QB Online when the company is closing and I need to keep copies of the records but want to close the QB Online account?

Hi there, @info16.

 

Welcome and thank you for posting here in the Community.

 

I'd be delighted to help you get/save your data in QuickBooks Online (QBO) when closing your QuickBooks.

 

To get your data from QBO, you can open/run a report an export to excel. Let me show you how:

 

  1. Click Reports at the left pane.
  2. Search for the report you'd like to view.
  3. At the top right of each report, click on the Export icon's drop-down arrow beside the Print icon.

You may check this article for additional reference: How to export QuickBooks Online reports to Excel.

 

In addition, once you've cancelled/close your QBO subscription, your data will be available in read-only access for 1 year from the cancellation date. As long as you're within the read-only access period of your canceled account, you'll still be able to export your data.

 

Feel free to leave a comment below if you have any other questions about exporting QBO transactions. Have a good one!

 

Level 1

How do I get my data out of QB Online when the company is closing and I need to keep copies of the records but want to close the QB Online account?

Do we still have access to all of the reports after we cancel our QBO subscription? 

Moderator

How do I get my data out of QB Online when the company is closing and I need to keep copies of the records but want to close the QB Online account?

Thanks for joining this discussion, @Ebyste00,

 

Yes. You're still able to access your reports within a year from the date of cancellation. Your account will be available in read-only access so you can still export or backup the data for safekeeping purposes.

 

If you're trying to cancel a trial account, your data will be available for up to 90 days.

 

After cancelling your account, access it under the Cancelled Companies. This is how it looks like:
jane.PNG

 

I'll be attaching some articles that you might find helpful before you cancel your subscription with us. Here are some:
 

 

If you want a third-party tool to backup your data, access our Apps Site to find the best tool for you. Simply click this link then type "backup" in the search box.

 

I'd like to make sure you're all set. If you have other questions or clarifications, feel free to connect with me anytime. I'll be more than happy to help. Have a lovely day!

Level 1

How do I get my data out of QB Online when the company is closing and I need to keep copies of the records but want to close the QB Online account?

I am closing my company down and need to be sure I can still access all the relevant company data for the 7 years required by HMRC. How can I do that? I need to retain all my business receipts which are electronically stored in QuickBooks Online as well as invoices.

 

 

Level 15

How do I get my data out of QB Online when the company is closing and I need to keep copies of the records but want to close the QB Online account?

Export your reports out and utilize a 3rd party tool to export all transactions data to XLS.

https:// transactionpro.grsm.io/qbo

 

As for insurance, migrate your data to QB Desktop file. You may open it later on a trial license if required.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us