Hi Marlyse,
We appreciate you for sharing your thoughts about the current processes. I can see why you’re asking, especially with the business now closed and those records still needing to be retained.
There isn’t a self-serve way to download every attached transaction document in one PDF or ZIP from the file. For In Tray / Uploads documents, support can arrange a secure download before cancellation.
For backups, this help article is the best reference for how online and offline backups work: Backing up and restoring company files.
The main thing is not to leave it until after the subscription is cancelled, because once it’s cancelled there’s only 30 days of read-only access and online backups may be removed after that. If you need to keep access for audit or record-keeping later on, existing offline backups can still be opened in AccountRight PC Edition versions earlier than 2026.5, as version 2026.5 and later no longer supports offline company files.
Regards,
Genreve
