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Davidtaos
December 19, 2022

Data access

  • December 19, 2022
  • 2 replies
  • 0 views

I just found out that QB will not allow us to view our data if we do not have a current subscription (which is currently $649 a year). Has anyone had this experience? Does anyone know a way around this? Does that mean we loose access to the years of books that are on the program? Does anyone know a way around this?

Thanks!

      2 replies

      JenoP
      JenoPQuickBooks Team
      QuickBooks Team
      December 19, 2022

      Good day, Davidtaos.

       

      I'll share details with you what will happen when a QBO subscriptions ends.

       

      If you cancel your account during your free trial, you can still open and view your data until your next billing date. After that, you'll have read-only access to QuickBooks for one year. This will start from the date you cancel your subscription.


      For paid accounts, your data will be intact as a read-only file for one year. This lets you pick up where you left off if you decide to come back. During this time, the file will remain in a read-only state unless you choose to resubscribe or reactivate your subscription. We delete the data after one year.

       

      Let me share this article for additional details about this: Cancel Your QuickBooks Online Subscription or Trial.


      You'll want to export your data out of QBO so you can keep a copy of it. Here's how:

       

      1. Click the Gear icon and select Export data. 
      2. Proceed to the List or Reports tab, then select what reports or lists you want to export by toggling the slider.
      3. Click Export.

       

       

      You can read more details about this here: Export Data Out of QuickBooks Online.

       

      Additional references about saving your data out of QBO are discussed here:

       


      Let me know if that answers your question about keeping access to your account. We're always here to help if you have more questions for us. 

      D
      DavidtaosAuthor
      December 20, 2022

      Is this true for both additions, online and desktop?

      I did not think that the desktop version stored data online. That is why it doesn't make sense to not make the file read only forever. Here is an example..... If I sell an item with a 5-10 year warranty, the last year of my business, how will I be able to find the information that I would need to process the warranty? This is just one example of a big problem with only one year of access. It feels like QB is only into making money at every cost and no loyalty to its loyal customers. Pretty much extortion! I wonder how most QB user feel about this, and do they even know this? It is not something that QB advertises and until 2022 it wasn't like that. For the record I am against this policy.

        D
        DebSheenD
        Level 5
        June 15, 2023

        If I have the desktop version of QuickBooks, can I still use that version if I don't use payroll of any bank feeds or online features?  Will I still be able to use my company file and manually input all transitions?  I have a small business with a limited number of sales and expenses.  Manually imputing data is not a problem as long as I can still run the reports required for my accountant and filling out sales tax reports.


        Let me share some information about the QuickBooks Desktop (QBDT) process. @KL Melvin.

         

        Yes, you can enjoy a QBDT account without using payroll and online banking features as long as your account is active. 

        Also, you may check this article to know more about switching over to QuickBooks Desktop: Export and convert your QuickBooks Online data to Desktop.

         

        For instance, you need to create a backup file of your company; see this article for the detailed steps: Back up your QuickBooks Desktop company file.

         

        Plus, to ensure the continuity of operations and receive the latest features, you need to upgrade it before the discontinuation end. Visit this article as your reference: Upgrade QuickBooks Desktop Pro, Premier, or Enterprise.

         

        Please let me know if you have additional questions about migrating or anything else QuickBooks-related. Have a good day.

        D
        DavidtaosAuthor
        December 21, 2022

        I might have found a way. Go to reports, to lists, click on which list you want and arrange and customize to get everything you want, then to excel and create. You then have a file that you can view and possibly import into something else? I'm still working on the rest but will update as I find more info on how to get away from QB. I am looking at (manager.io) which is free and also AccountEdge Pro which is about $700 and similar to QB interface. And you do have lifetime access to all of your data and you don't have to pay a yearly subscription fee to do so.

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