Skip to main content
B
BlairH
June 2, 2024
Question

how do i keep my data for 5 years after i close my quickbooks company

  • June 2, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

JaeAnnC
JaeAnnC
June 2, 2024

I'll share details on how long you can access your company data in QuickBooks Online (QBO) once you close your account, @BlairH.

 

Once you've canceled your QBO account, you'll retain read-only access to your data for one year from the cancellation date. Currently, we're unable to extend this access period to five years.

 

Learn more by reading this article: What happens to my data after canceling my QuickBooks subscription?

 

As long as you're within the one-year period, you'll still be able to export your QBO data by following these steps:

 

  1. Go to the Gear icon and select Export data.
  2. Click the Reports tab and set the date period.
  3. You can add or remove items by turning the switch on or off in the Reports and Lists tab.
  4. Click Export to Excel.

 

For more information, please see this guide: Export reports, lists, and other data from QuickBooks Online.

 

If you wish to resubscribe to your QBO account, I'll share this article for your reference: Resubscribe to or reactivate QuickBooks Online.

 

While we're sad to see you go, we want to assure you that you can still reach out to the Community if you need further assistance canceling your account. Our team is always available to help. Take care and best wishes.

B
BlairHAuthor
June 2, 2024

I don't have excel to export it too. Under ATO rules I need to keep a record for 5 years I wish to download to my computer. 

JaeAnnC
JaeAnnC
June 2, 2024

I have an alternative method for exporting your data in QuickBooks Online (QBO) during the one-year read-only access period, @BlairH.

 

Since you don't have Excel to access your exported data, I suggest running reports directly in QBO and exporting them to PDF.

 

To do that:

 

  1. Go to Reports.
  2. Search for the specific report you need.
  3. Customise the report as needed.
  4. Click the export icon dropdown, then Export to PDF.
  5. Select Save as PDF.

 

I'll share this article containing the reports available based on your subscription: Reports included in your QuickBooks Online subscription.

 

Additionally, we'd love to have you back if you decide to resubscribe or reactivate your QBO account.

 

Just leave a response below if you have further clarifications or concerns regarding exporting your data. The Community team is here to help you every step of the way. Stay safe and have a good one.

Terms & ConditionsAccessibility statement