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asti-liebrecht
Level 1

How does one access data and reports in a deactivated client account ?

 
1 Comment 1
IamjuViel
QuickBooks Team

How does one access data and reports in a deactivated client account ?

Hello there, @asti-liebrecht.

 

Once your client's QuickBooks Online account is deactivated, you're given a year of read-only access to get all the data you need from your company. Just login to your client's account and export their reports and lists. I can guide you on how to do it.

  1. Go to the Gear icon ⚙.
  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. Click Export to Excel.

You can read through this article the step-by-step instructions: Export reports, lists, and other data from QuickBooks Online.

 

Also, I'm adding these articles to help you manage your clients' account:

Always feel free to leave a post below if you have other questions about managing your QuickBooks account. I'm always here to help.