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2 replies

Level 1
July 29, 2024

Do you need to migrate your data to another app? You can use an exporter tool or purchase a 3rd party conversion service.

QuickBooks Team
July 29, 2024

Thank you for posting in the Community, @raju-bagratee-aq. I'm here to guide on how you can get a copy of your data in QuickBooks Online (QBO). 
 

The process of copying QuickBooks data depends on subscription type. If you're a Plus, Essentials, or Simple Start user, you can export your reports, names, and other data. 

 

Here's how:

 

  1. From the Gear icon, select Export data.
  2. Head to the Reports tab and set the date range.
  3. You can add or remove items from the Reports and Lists by turning the switch on or off.
  4. Click Export to Excel.
     

 You can also export your non-posting transactions that are not included in Reports and Lists. If the data has been successfully exported, you'll receive a confirmation.

 

 

Furthermore, if you're using QuickBooks Online Advanced, you can use the back up feature. Please make sure to download all payroll forms as well.

 

Additionally, check out this guide on how to manage your reports efficiently in QBO: Customise reports in QuickBooks Online.

 

If you need further assistance with exporting your data, please let me know. I'm always here to help. Have a good one.