Keep a local copy of your data—how it works
You can download a copy of your data and keep it on your own computer. It takes a few short steps to create and download the file. While you are unlikely to ever need to access the file, it may make you feel more comfortable knowing you have it in a pinch.
- Save a copy of your data to your PC.
- Keep a record of your data, whether you continue using QuickBooks Online or not.
- Have the option to move your data into another version of QuickBooks.1
If you ever need to read the contents of the file, you can open it in a program such as Microsoft Word or Excel. However, you may need someone with programming skills to help interpret it. Alternatively, you can convert it so you can read it in another QuickBooks program.2
Limitations of Local Copy
Local copy is intended for you to have on your computer for your peace of mind. You will not be able to move this data back into QuickBooks Online. That means:
- The local copy can't be used to work offline. You can't make changes to your local copy and move them back into your QuickBooks Online company.
- The local copy can't be used as a snapshot to restore your data into QuickBooks Online in the future.
- Your copy of the data will include your most important financial information, but some information will not be included.
- You must maintain the security of the data yourself. QuickBooks Online can only safeguard the data that resides on our servers.
1QuickBooks Online exports data to versions 2004 or later of QuickBooks Simple Start, Basic, Pro, Premier and Enterprise Solutions. Currently export NOT available to QuickBooks Premier: Retail Edition and QuickBooks Premier: Non-profit Edition.
2To convert your data, you will need to have a full or trial version of an eligible QuickBooks product.