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May 23, 2022
Question

If closing your quick book account how do you download all account information?

  • May 23, 2022
  • 1 reply
  • 0 views
End of year accounts that needs to be kept

1 reply

May 23, 2022

Downloading all your account information is just a few clicks, @psmith2504. I’m here to help you with the process.


You can run the Account List report and export it to Excel so you can download all your account information.


Here’s how:

 

  1. Navigate to Accounting menu.
  2. Select Chart of Accounts.
  3. Press Run Report.
  4. Select the Export icon.


You can use this article to learn more about downloading your data: Export data, reports, lists, and more from QuickBooks Online. It also includes steps for transactions and attachments.


Moreover, here's a guide that contains information on how QuickBooks Online stores your data after the date of cancelation: What happens to my QuickBooks Online data after I cancel?


Don’t hesitate to tap the Reply button below if you need further assistance with managing your data. I’ll be here to help. Take care always!