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September 30, 2025
Question

Can I export transactions when I close my business and want to maintain a record for potential audit purposes?

  • September 30, 2025
  • 2 replies
  • 34 views
No text available

2 replies

SIAB
Level 2
September 30, 2025

If you have QBO US version, you can convert your data to a QB Desktop file format and use thet rial version to access your historical dta for good.

QuickBooks Team
September 30, 2025

Yes, cwilliams3. You can export your transactions and other financial data from QuickBooks Online when closing your business to maintain records for potential audit purposes.

 

Here's how:

 

  1. Go to the Gear icon in the top right corner.
  2. Select "Export Data" under the Tools section.
  3. Choose the Reports tab and set your desired date range.
  4. Toggle the switches to include or exclude specific Reports and Lists.
  5. Click "Export to Excel" to download a ZIP file containing your data.

 

You can export:

 

  • Profit and Loss Statement
  • Balance Sheet
  • General Ledger
  • Trial Balance
  • Accounts Receivable & Payable Aging Reports
  • Customer and Vendor Lists
  • Chart of Accounts
  • Non-posting transactions like Estimates, Purchase Orders, and Recurring Templates.

 

For further information, please refer to this article: Export your QuickBooks Online data.

 

Additionally, you can convert your data to QuickBooks Desktop using a trial version format for long-term access using a trial license or use third-party tools.

 

Please respond to this thread if you have additional clarifications on exporting your data in QBO. We're always here to assist you.

October 1, 2025

From 2018 to now, I have been using QuickBooks Online on my desktop Mac.

From 2002 to 2018, I used QuickBooks PC on my desktop.

I have had conflicting responses on any possibility of converting to Desktop for archiving purposes only.

I would appreciate clarification.

 

SIAB
Level 2
October 2, 2025

@cwilliams3 

Are you using a PC or Mac?