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Jackie 7074
June 17, 2023
Question

Where can I see my historical data

  • June 17, 2023
  • 3 replies
  • 0 views

Hi, I have used "Movemybooks" to migrate from Desktop to Quickbooks online. It all went smoothly but I'm a bit unsure where I view my historical data. I exported everything since I started using it in 2012 but only imported the last two financial years into QB's online. I can still log in to the old desktop version but I had a feeling that I would lose access to that at that end of June.

Its been a long day and I'm obviously missing something right under my nose, but can anyone point me in the right direction! Thanks

 

 

3 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
June 17, 2023

You can use Data Exporter tool later.

https://quickbooks.intuit.com/learn-support/en-uk/help-article/file-management/download-quickbooks-desktop-data-computer-data/L37LxTPZ4_GB_en_GB?uid=lj05fzdw

 

If the process is inconvenient, you can ask MMB or another service provider to convert the remaining historical data to your QBO account after June 2023.

R
RCV
June 17, 2023

Hi there, Jackie 7074.

 

We'll need to back up your QuickBooks data using the data export tool before viewing your historical QuickBooks Desktop company file data. This application saves your company's data to your computer for safekeeping. However, we can't use the data export tool to transfer data from QuickBooks Desktop to QuickBooks Online. Follow these steps to download and save your data.

 

If you wish to download your data and move out of QuickBooks Desktop completely, just follow the steps below: 

 

  1. Back up your QuickBooks Desktop data.
  2. Export your lists and create a detailed chart of accounts report, plus open transaction reports to help you set up.
  3. Download all your sales and purchase invoices. Just go to Preferences and remove the period end date.
  4. Check any spelling and notification of changes made before you start – this will let you print without having to confirm multiple times.
  5. Select the invoices for the year you want to download. You can download the entire year. We recommend downloading invoices by month if you have more than 25 invoices per month. You can print or download the invoices as a PDF and save them in a folder
  6. Then, download and save copies of all your bank statements.
  7. In your new accounting system, enter the opening balances into your chart of accounts and import your customer and supplier lists.
  8. Finally, re-create or import your open transactions and adjust your open balances accordingly.

 

On the other hand, we have decided to end all QuickBooks Desktop services for our UK customers on June 30, 2023. This includes all QuickBooks Desktop Pro, Premier, and Enterprise editions. You can refer to this reference for more information about QuickBooks Desktop being discontinued for our UK customers.

 

Then, check out the following article on how to move to QuickBooks Online: QuickBooks Desktop discontinuation support hub. This will guide how to transfer your Desktop data and resolve any errors you'll possibly encounter.

 

Know that our door is open 24/7 in case you need further assistance with this. You can also mention me in the comment section below. This way, I'll be notified and can help you right away. Take care always.

J
Jackie 7074Author
June 19, 2023

Sorry, maybe I haven't explained myself very well. I have used Movemybooks and exported all data, I have moved to Quickbooks Online where I can see (and only want to see!) the last two years. But my understanding is I can no longer log on to my old desktop QB's at the end of June as I pay for a monthly subscription. So my question is, how to I see my old data? Maybe I have misunderstood something along the line, I'm not the most technical person in the world, so what am I missing?!

G
GeorgiaC
June 19, 2023

Hello Jackie 7074, you're right that QuickBooks Desktop will no longer be accessible after June 30th. Your Desktop data can, however, continue to be accessed using our Data Export Tool for seven years after this point. This tool is a solution created to display your old accounting data for compliance purposes (as QuickBooks Desktop isn't available in a read-only mode). It's important to note that the tool isn't a direct replacement of QuickBooks Desktop, and you can't run your business with it. 

 

The type of data that you can export using this includes default reports, existing customised/memorised reports, list information, addresses, and timer lists. However, there are some types of data that you can’t export. These include: memorised reports, download attachments to bills/invoices, print reports, save reports as pdf, add, edit, or delete transactions, open the company file as a non-admin user. 

 

To use the tool, you'll need to download a copy of your QuickBooks Desktop company file to your computer for safekeeping. Once downloaded, you can then upload the file using the Data Export Tool and the data will be displayed on your web browser. For privacy purposes, the tool features an 8 hour time limit for usage. Once this time limit expires, you'll have to re-upload your data file from your computer again. To view the full steps to download your data and access the Data Export Tool, click here. 🙂

Z
Zephyr Serranogarcia
July 4, 2023

You can still use Quickbooks Desktop after 30 June - here's how.

 

1. Disable Quickbooks Automatic Updates. Go to Task Manager and disable everything to do with Quickbooks - you don't need them if they are not supporting!

2. Restart your computer but do not open Quickbooks Desktop ... yet or any other applications.

3. Change the date on your system.. Click on the clock / date at the bottom right of your screen and go to Date and time settings. Untick "Set the time automatically" and change the date and time to 30 June 2023.

4. Open Quickbooks desktop and open a company file.

5. Change the date on your system back.. Click on the clock / date at the bottom right of your screen and go to Date and time settings. Untick "Set the time automatically" so the time reverts to the actual time.

 

You should be able to use Quickbooks desktop as normal. Bear in mind that Quickbooks will still think the date and time is how you set them earlier - but you can still enter transactions for any date.

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