Manage your account

You have the option to export your report and list to the new account, Dapilot. Let me walk you through the steps to make this process smooth and easy.

Once a trial version expires, you'll have only 90 days to access your account and export your data. To export them, follow the steps below:

1. Select the Gear icon from the toolbar.
2. Under Tools, select Export Data.
3. On the Reports tab, set the date range.
4. Add or remove items from the Reports and Lists tabs by toggling the slider.
5. Select Export to Excel.

Once done, you can  import them to your new QBO account:

1. Click the Gear icon, then select Import data.
2. Select the data you want to import.
3. Click the Browser button and select the file.
4. Click Next, then follow the onscreen instructions.

However, if the grace period is over, opening your account and transferring them is no longer available. You may seek help from our QBO Support for further assistance as they can access your account securely and may recover the information for you.

On the other hand, I'm adding this material for more tips while managing your transactions with our system in the future: Get started with QuickBooks Online.

If you have any additional questions about transferring data or concerns regarding QuickBooks, please feel free to leave a comment below. I’m here to assist you. Stay safe.