Sherrie_F
QuickBooks Team

Account management

Data preservation is vital to maintaining the continuity of your business transactions, especially when considering switching to an older version of QuickBooks Desktop, Denise. Let me share some valuable information about this in detail.

 

Firstly, it's important to know that if you use a previous version of QuickBooks, you'll have to manually re-enter the transactions you have entered in the upgraded or converted file in the old backup file. To learn more about company file compatibility, refer to this article: Company file compatibility with QuickBooks Desktop.

 

Moreover, it's essential to remain on an active, supported version of QuickBooks Desktop. If you want to transition to an older version of QBDT, please know that there isn't a direct way anymore. However, if you wish to export transactions that can fit your specific needs, you can consider choosing QuickBooks Online. There are accounting products that can meet your preferences, from the simplest to the most complex.   

 

Furthermore, as a QuickBooks Desktop user, you still own your data, regardless of subscription status. You can open and edit company files with a compatible license or active subscription. For more information, check this out: Renew your subscription or use view-only mode in QuickBooks Desktop.

 

Additionally, you can efficiently manage your QBDT account and subscriptions with the Customer Account Maintenance Portal (CAMPs).

 

You're always welcome to ask any additional questions about data in QuickBooks. Just keep me posted, Denise, and I'd be more than glad to assist you whenever you need it.