How To Download Quickbooks Online Data

Specify the last transaction date and accrual method.

How to download quickbooks online data. In the quickbooks version field select quickbooks online. This procedure will create a version of your financial data that you can view on a desktop copy of quickbooks. The utility will connect to quickbooks online and create the cwq format export file. In the export path field click browse and choose a location for the export data. To download multiple documents select the checkbox next to each document you want to download.

In the intuit community help documents you can read that the answer to do i need to back up my data with quickbooks online is no. Under download company data select learn more. Intuit will keep your quickbooks online data for one year after an active company file has been deleted. Many quickbooks online users are under the impression that intuit will be able to restore any lost data if needed. The utility exports the data to the designated location.

With that said if you re only using parts of the data i d create a quickbooks online general journal to excel for purposes of an audit. Select the arrow next to batch actions. You can now import the data into your working papers file. The data is now exported to a zip file. That s not exactly the case.

In the export path field enter the file path or click browse to select a location for the export files. At any time the data file needs to be viewed again the file can be activated. Once the download is complete click the executable file in your computer s downloads folder. If you re on a mac you can also use quickbooks desktop s utility to convert the file for viewing on a mac. To download individual documents select the blue download hyperlink on each file name or in the action column select download.

Intuit acknowledges that if you were already using the online backup you can run data protect concurrently but intuit data protect has essentially made the online backup obsolete. Quickbooks online backup works will all versions of quickbooks while data protect only integrates with qb 2016 and newer. A pop up window appears with a quick question about your reason for exporting. Under tools choose export data. Click yes to all and select next to begin your installation.