Thanks for checking in with us, Yahal.
Stay tuned for more information as we work on a read-only version of QuickBooks Desktop. You can use QuickBooks 2015 or earlier versions if you have an outright license.
After June 30, 2023, you will be able to access the most recent version. QuickBooks Desktop 2016 and later editions are the only ones that support subscriptions. The billing will then cease on June 30, 2023. QuickBooks Desktop access and support will also cease on or shortly after this date.
If you wish to download your data to move out of QuickBooks Desktop completely, follow these steps:
- Back up and save a copy of your desktop data file.
- Export your lists and create a detailed chart of accounts report, plus open transaction reports to help you set up.
- Download all your sales and purchase invoices.
- Go to Preferences and remove the period end date.
- Check any spelling and notification of changes made before you start – this will let you print without having to confirm multiple times.
- Select the invoices for the year you want to download. You can download the entire year. We recommend downloading invoices by month if you have more than 25 invoices per month. You can print or download the invoices as a PDF and save them in a folder.
- Download and save copies of all your bank statements.
- In your new accounting system, enter the opening balances into your chart of accounts and import your customer and supplier lists.
- Finally, re-create or import your open transactions and adjust your open balances accordingly.
Here's an article you can refer to for more details about the QuickBooks Desktop discontinuation support hub.
Please get back if you have other QuickBooks record-keeping concerns. I'm still here to help. Take care always, and more power to your institution.
