QBO Data Backup for Mergers & Acquisitions

Due diligence runs on data. When a business changes hands, the buyer’s deal team typically wants several years of financial detail — transaction history, customer and vendor records, and the supporting documents behind them — in a form they can analyze independently. Handing them a login to your live QuickBooks Online account is the wrong way to provide it: it exposes far more than the deal requires, risks accidental edits, and leaves you with no clean record of exactly what was shared.

A full data backup solves both sides of the problem. We produce a complete, structured copy of your QuickBooks Online data — scoped to the periods and records the transaction calls for — that you can share under NDA without ever exposing your live books.

A clean data room, not a login

We extract your data with read-only access, so your live company file is never altered. The output is organized and portable: Excel workbooks for reviewers who want to read, CSV for straightforward import, or a relational database for analysts who want to query the numbers directly. Because it is a fixed snapshot, both sides of the deal have a clear, dated record of exactly what was provided.

What deal teams get

• Full transaction history with line-item detail across the requested date range
• Customer and vendor records — the relationships and balances behind the revenue
• Lists and chart of accounts — the structure the numbers sit in
• Attachments and reports — supporting documents and key financial statements
• Scoping — limited to the years, entities, or record types the deal requires

Whether you are selling, raising capital, or being acquired, we give you a controlled, professional way to put your financials in front of the people who need them — without opening up your live system. Tell us the scope and timeline, and we will prepare the data set.