Skip to main content
August 15, 2024
Question

Can i download a company to read only until our statutory requirement to retain information expires.

  • August 15, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

August 15, 2024

Let me share some information on how the read-only access works in QuickBooks Online (QBO), n-chase-pacificf.

 

The read-only status happens when the account is canceled. Also, you're unable to add nor modify any information if you only have this access. Thus, downloading a company file isn't possible. Once you cancel your account, your data will be available in read-only access for 1 year from the date of cancellation. The length of time the program stores your data under our data retention policy depends on how your account was canceled. To learn more about this one, check out this article: What happens to my QuickBooks Online data after I cancel?.

 

If you need to export your QBO reports, lists, and other data onto your computer hard drive before it expires or you cancel your account, follow the steps below:

 

  1. Go to the Gear icon and select Export Data (under Tools).
  2. Toggle to Reports or Lists to decide which data you want to export first.
  3. Filter the correct dates.
  4. Once done, click the Export to Excel button.

 

To download a different report, please see this article: Export reports to Excel. Moreover, the downloaded reports only include the data from posting transactions (invoices, receipts, bills, balances, and so on). To export non-posting information, I suggest following the instructions shared in this article: Export reports, lists, and other data from QuickBooks Online

 

In case you'd like to resubscribe in the future, you can easily resubscribe again. You can check out this article for the steps and details: Resubscribe to or reactivate QuickBooks Online.

 

You can always comment below if you have any other concerns or questions about downloading your company data or any QuickBooks-related concerns. I'm always glad to help in any way I can.