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1jeff
July 8, 2024
Question

back up

  • July 8, 2024
  • 1 reply
  • 0 views

we will be closing the business and I need to back up my quickbooks online so I can put the company on my desktop version so we will have it for the end of the year taxes

 

we are using quickbpook plus

1 reply

S
SIAB
July 8, 2024

You can convert your data to QB Desktop and use the trial version to access your historical data for good.

H
Heide DC
July 8, 2024

Let's ensure to back up your QuickBooks Online (QBO) data, @1jeff.

 

Currently, the feature to back up data files in QuickBooks Online is unavailable for non-advanced users. However, we can export your data and download it using a third-party app.

 

Here's how:

 

  1. Go to Gear Icon settings.
  2. Select Export data under Tools.
  3. Set the date range on the Reports tab.
  4. Turn on the button to add the items from the Reports and Lists.
  5. Click Export to Excel.

 

Moreover, you can this article to help you manage your transactions in QBO: Reconcile an account in QuickBooks Online.

 

If you have other questions about backing up your data or any QuickBooks-related concerns, you can leave a reply to this thread. I'm always here to help.

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