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Replying to:
Jessavell_A
QuickBooks Team

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Indeed, Chrea is right. Even after your client cancels their subscription, they can still export their data to Excel for up to a year, Sameer. Below, you will find a detailed explanation and instructions on how your client can export her balance sheet.

 

When the QuickBooks Online (QBO) subscription is canceled, data remains accessible in a read-only format for one year from the cancellation date. It's advisable to export or print data before canceling the account. However, since your client has already cancelled her account, she can still export her balance sheet during the read-only access period.

 

Here's how you can export your reports and lists to Excel: 

1. Log in to the cancelled QBO account.

2. Click on the Gear icon. And then, select Export data from the TOOLS column.

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3. Choose a reason for exporting and click Continue.

4. On the Reports tab, select a date range from the Pre-selected date ranges dropdown. 

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5. Enable the Balance Sheet option.

6. Click on Export to Excel. Then,  confirm by clicking OK. 

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Additionally, if your client needs to export non-posting transactions and other data, she can follow the steps outlined in this article: Export your QuickBooks Online data.

 

If she reconsider her decision and wish to resubscribe to QuickBooks Online, she can find helpful information in this article: Resubscribe to or reactivate QuickBooks Online.

 

I'm still ready to back you up if you have further questions about exporting data from QBO. Just utilize the Reply button below and I'll come back as soon as I can.

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