Welcome to the QuickBooks Community, Johanna.
I'd like to help you with your concern about archiving data in QuickBooks Online (QBO) by sharing possible scenarios I could think of.
Are you trying to close your books in QBO? If so, I'll be glad to guide you through the steps. Closing your books ensures everything stays the way you want it to. It also prevents any accidental changes that could affect your financial reports. Here's how:
- Sign in to your QBO account.
- Click the Gear icon, then select Account and settings.
- Select the Advanced tab.
- Go to the Accounting section and click the pencil icon to edit.
- Turn on the Close the books option.
- Enter a closing date. Give yourself a comfortable deadline. You shouldn't need to edit any transactions before this date. Your new bookkeeping work will start after this point.
- Select the Allow changes after viewing a warning and entering a password option from the dropdown menu if you want to require a password before editing your closed books.
- Select Save, then Done.
Please know that you can still update a closing date as many times as you would like. I'm adding this article for more guidance: Close your books in QuickBooks Online.
However, if you're referring to transferring data from QuickBooks to another software, you can export your data from QBO and import it to the other software. You can also reach out to their support team to know if there's a direct way to transfer data from QBO to their software.
If you're referring to something else or if you have other concerns with QuickBooks, feel free to comment below. I'll be around to provide further assistance.
