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Client TB



My client would like to request a copy of his TB from his old QF account - as at 31/08/2017 - can you do that? His email address is removed


Hi @accountinghouse

Did your client delete their account? If not, they will still be able to access it (unless it’s still within the L or XL tiers and doesn’t have a subscription, in which case, please let us know).

The TB can be found by going to Reports >> Trial Balance

Hope this helps.


You don’t hold onto the data? Is he able to temporarily log back in?


Unless the account has been deleted (either because it hasn’t been accessed for 2 years, or at the user’s request), your client should be able to log in without any issues.

Are they encountering any errors when trying to log in?


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