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cryoclinic2016
Level 1

How do I save my information when I close my account in case I ever need to use it for verification or something?

 
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QuickBooks Team
QuickBooks Team

How do I save my information when I close my account in case I ever need to use it for verification or something?

We're sad to let you go, but I'm here to help you save your information before closing your account, cryoclinic2016.

 

If you're referring to canceling your QuickBooks Online (QBO) subscription you have read-only access to your Online data for one year after canceling your subscription. To save your data, we can export reports, lists, and other data from QBO. Just export the following reports and lists into individual Excel files contained in a zip format in one process. Here's how:

  1. Go to the Gear icon on the top menu.
  2. Choose Export data.
  3. On the Reports tab, set the date range.
  4. Add or remove items from the Reports and Lists tabs by toggling the slider.
  5. Tap Export to Excel.

Then, a confirmation will be prompted that the data has been exported. To export non-posting transactions and attachments, follow the steps and details in Export reports, lists, and other data from the QuickBooks Online article. To learn more about this one, see Export Data out of QuickBooks Online article.

 

For more details about canceling your Online subscription, check out these articles:

 

I'm leaving you this handy article in case you'll want to resubscribe your account in the future: How to resubscribe or reactivate QuickBooks Online. Feel free to visit our Account management page for more insights about managing your Intuit account. 

 

You can always count on me if you need anything else with managing your account. I'm always here to address them for you. Take care always. 

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