Skip to main content
Mar 3, 2023 12:20 PM UTC
Solved

Download accounts

Hi there,

 

I've been asked to supply two years of accounts to my solicitor, but I can't see anywhere on the UI for me to do this. Does it fall under reporting? 

 

GeorgiaCAnswer
Mar 3, 2023 3:36 PM UTC

Hi geriko, thanks for your post - there's no way to download all account data within a certain period as one file, instead, you can use the export tools (located under the company cog where you can download some of the most needed listed reports) or run business reports (such as the Trial Balance, Profit & Loss, and Balance Sheet) from the reports tab for your desired period and then save copies of these to your devices hard drive. 

2 replies

GeorgiaCAnswer
Mar 3, 2023 3:36 PM UTC

Hi geriko, thanks for your post - there's no way to download all account data within a certain period as one file, instead, you can use the export tools (located under the company cog where you can download some of the most needed listed reports) or run business reports (such as the Trial Balance, Profit & Loss, and Balance Sheet) from the reports tab for your desired period and then save copies of these to your devices hard drive. 

Fiat Lux - ASIA
Mar 4, 2023 5:15 AM UTC

@geriko 

Another option, buy a 3rd party service to convert those 2 years data into a separate QBO account.