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NNLisaNN
December 18, 2024
Question

Migrated to QB online, want to see old data in desktop

  • December 18, 2024
  • 1 reply
  • 0 views

My client moved their data to QBO, however they've been in business forever. They have years of historical data and want to access it. How can they do this still? When they try to open it in QB Premier 2023, it says they have 3 days left. I originally found information that said they would have 3 years to view their old data. They do not want to do anything with the data file, other than look and possibly print old invoices or reports. 

 

It seems like Intuit should let QBO users access their desktop files by default. I've read that they just need to download the trial version, but not to register it, and they are good. Is this accurate?

 

1 reply

FishingForAnswers
FishingForAnswers
December 18, 2024

@NNLisaNN  Something like that, yeah.

 

You may have seen @Chrea  or one of their crew posting about it before.

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NNLisaNNAuthor
December 19, 2024

Can you be more specific? What do they need to do? Do they download the latest premier trial? Enterprise? They do not trust this will allow them to view their data indefinitely. Can I get verification from Intuit?

 

Again, they do not want to edit the old data; just view, and possibly print relevant items. You only allow 2 years of history to be imported and they've been around and using QB for 20+ years. They have customers who owed them in the past and want to pay up and start buying again. I don't want to get into how they would post that in QBO, they just need to see the details in the desktop file. 

FishingForAnswers
FishingForAnswers
December 19, 2024

@NNLisaNN  "Can you be more specific?"

 

Nope; I haven't had to handle this situation myself, I'm working with the same information you are.

 

It's why I pinged @Chrea so they'd visit this thread and explain it; their group is the one always talking about it on this community. I don't remember most of their names, but @4Gal  and @Fiat Lux - ASIA  were a couple others.

 

I don't really know what Fiat's connection is to Intuit; some kind of ambassador or salesperson, maybe.

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