Research QuickBooks Online data retention and provide pre-cancellation saving instructions

Completed Jun 08, 2026
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Executive Summary

Researched QuickBooks Online data retention: QBO provides 1 year of read-only access after cancellation, after which data is inaccessible. QB Desktop company files stay locally but are locked without subscription.

📊 Key Findings

Payroll features cease immediately. Delivered comprehensive pre-cancellation export guide with prioritized checklist covering reports (P&L, Balance Sheet, General Ledger), lists, payroll forms, attachments, and audit log plus step-by-step export instructions.
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