Exporting Essential Reports from QuickBooks Before Transitioning to Pocket
When transitioning from QuickBooks to Pocket for financial management, it's important to export key reports for future reference. This guide outlines the process and essential reports to download before closing your QuickBooks account.
Important Note:
You will have read-only access to all your records in QuickBooks for one year after cancellation. However, having an offline copy is recommended for long-term record-keeping.
Export Process:
- Log in to your QuickBooks Online (QBO) account
- Click the "Set up" gear icon at the top of the page
- Select the "Export" link from the Tools menu
- Export all items under the Report tab
- Export all items under the List tab
Key Reports to Export:
While it's recommended to export all reports, pay special attention to:
- Profit and Loss Statement
- Balance Sheet
- Cash Flow Statement
- Accounts Receivable Aging
- Accounts Payable Aging
- General Ledger
- Trial Balance
- Tax Reports
Best Practices:
- Export reports for all relevant periods, especially those prior to January 2024
- Save exported files in a secure, backed-up location
- Consider organizing files by report type and date for easy future access
