Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Hi Pat.
Thank you for reaching out to us here on the Community page.
The best way to save your data before closing out your account is to export your reports and lists to Excel. I can show you how.
- Open your QuickBooks Online account.
- Go to the Gear icon, then click on Export Data.
- On the Reports tab, set the date range.
- Add or remove items from the Reports and Lists tabs by toggling the slider.
- Select Export to Excel.
You'll be prompted with confirmation that the data has been exported.
Moreover, here's how to export non-posting transactions and attachments.
Lastly, here's how you can export an individual report from QBO to Excel.
To know more about what happens to your QuickBooks Online data after the cancelation process, you can also open this link: Cancel QuickBooks.
If you have any other questions about saving your data before closing out QuickBooks, please let me know by adding a comment below. I'm more than happy to help. Have a good one!
