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FOGGY
September 26, 2023

Saving all our accounting transactions and attachments when creating a 2nd QB account

  • September 26, 2023
  • 1 reply
  • 0 views

We have been running QB online version uk since 2018.  Every invoice we send out to customers has up to 5 attachments.  Every supplier invoice has a copy of the actual invoice attached.

We have just started trading as a Ltd company so have had to get another QB.

How do we extract all the data from our original QB's, for reference and for complying with HMRC keeping your documents for 7 years?.  We don't need to keep the original QB open once every one has paid. They are being treated as 2 separate companies.

Any advice?

    1 reply

    G
    GeorgiaC
    November 2, 2023

    Hello FOGGY, thanks for posting on the Community 

     

    Attachments can be downloaded by going to the Settings ⚙ > Attachments > Tick the check-box to select all > Batch actions > Export. 

     

    To learn how to export reports, lists, and other data from QuickBooks Online to your local hard drive, see here. 

     

    If you have any further queries, get back to us below!

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