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May 11, 2023
Solved

Can I save all my information and records from QuickBooks as I need to close the account as it is too expensive to run

  • May 11, 2023
  • 2 replies
  • 11 views
Can I save my information before closing account?
Best answer by GeorgiaC

Hello userc-swainsbury776

 

Thanks for joining the Community!

Before you cancel, we'd like the chance to find a solution that works for you. Our team is ready to review your account and discuss your options. You can reach us for free (from a mobile or landline) on +44800028 2548.

 

You can export certain types of data (including lists of customers, suppliers and employees, as well as business reports and journals) by navigating to the Cog > Export data in your account. Individual transactions can be downloaded manually from the 'All sales' and 'Expenses' list by ticking/batch selecting and clicking batch actions > print > select the download icon to save to your desktop. We'll also keep hold of your data for 12 months from the date of cancellation, so you can continue to login to access this in a read-only format (you can also re-subscribe at any point during this period to pick up where you left off). 

2 replies

Fiat Lux - ASIA
Level 14
May 11, 2023

Which QBO Plan do you have now? Simple Start, Essentials or Plus?

GeorgiaCAnswer
Level 13
May 11, 2023

Hello userc-swainsbury776

 

Thanks for joining the Community!

Before you cancel, we'd like the chance to find a solution that works for you. Our team is ready to review your account and discuss your options. You can reach us for free (from a mobile or landline) on +44800028 2548.

 

You can export certain types of data (including lists of customers, suppliers and employees, as well as business reports and journals) by navigating to the Cog > Export data in your account. Individual transactions can be downloaded manually from the 'All sales' and 'Expenses' list by ticking/batch selecting and clicking batch actions > print > select the download icon to save to your desktop. We'll also keep hold of your data for 12 months from the date of cancellation, so you can continue to login to access this in a read-only format (you can also re-subscribe at any point during this period to pick up where you left off).