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mkfthompson
May 2, 2024
Question

how to save data from an old QB Online account before closing

  • May 2, 2024
  • 3 replies
  • 0 views

The business I work for has two QB Online accounts. The first one has not been used in a couple years, but we continue to pay the monthly minimum QB subscription fee to access the data. The second account is the only one we are using now. We do not need to merge the first account with the second one. We only need to download and save all the data from the first account to archive it. On rare occasions we need to pull some data from the first account. How can we download the data from the first account in a way that we can archive it (and access it if needed), and finally cancel the monthly QB online subscription?

3 replies

4
4Gal
May 2, 2024

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

 

K
Kevin_C
May 2, 2024

I appreciate you for sharing your concern with us, mkfthompson. Allow me to elaborate on the process of saving your QuickBooks Online (QBO) data properly.

 

Since you're using the QBO data for future reference, I suggest manually exporting your data to make a backup copy of your first QBO company. Here's how:

 

  1. Go to Settings and select Export data.
  2. On the Reports tab, set the date range.
  3. Add or remove items from the Reports and Lists tabs by turning the switch on or off.
  4. Click Export to Excel.

 

Check out this article for more information about this process: Export reports, lists, and other data from QuickBooks Online. You may also utilize a third-party application for a smooth procedure of downloading your QBO data.

 

Furthermore, please note that the QBO program doesn't have the option to archive an account, you can proceed cancelling it since you don't need to utilize it. Just keep in mind that if you have one QBO account and cancel it, you have read-only access to your data for one year. After that, you have to resubscribe to access the data.

 

On the other hand, if you have multiple QBO accounts with the same login, ensure that at least one account remains active to have read-only access indefinitely. Visit this article for detailed steps in canceling an account: Cancel your QuickBooks Online subscription or trial.

 

Additionally, you can explore this article to gain insights about your QBO data after ending your subscription: What happens to my QuickBooks Online data after I cancel?

 

I'm always around to share appropriate information if you have further inquiries about managing your QBO data. Please notify me by clicking the Reply button below or post a new thread again.

K
Kevin_C
May 6, 2024

Hi @mkfthompson,

 

Hope you’re doing great. I wanted to see how everything is going about saving the old QuickBooks Online company data concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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