1. About
All Finaloop subscription fees whether paid monthly or annually are non-refundable. You can cancel your subscription at any time and there are no hidden fees. Since you are the sole owner of your information, if you choose to cancel, you can take your data with you.
See the cancellation & refund policy FAQ on our Pricing page.
This article explains what to do if you decide to cancel your Finaloop subscription.
2. When to cancel?
When you cancel your subscription, you can export all your reports and your general ledger into excel or into a clean and empty Quickbooks account.
However, keep in mind that there are book entries and adjustments for the year that can only be done after the year end i.e. after 31 December. Similarly, if you have our tax services add-on, preparing the information to file your tax return can only be done in the early part of the following year.
Both these services require an active subscription. So, if you want to cancel, please contact customer support so we can help you determine the most appropriate cancellation date.
3. Cancel your subscription
>To cancel your subscription to Finaloop:
Send an email to [email protected] and confirm your cancellation date. The date will depend on whether you want us to make year-end adjustments and/or prepare 1099 NEC or other tax forms.
If you don’t require these services after the year end, then you can export all your data as is (i.e., without a year end closing) in a final export into Excel by following the steps in the Export data to Excel section below.
Alternatively, if you open a new, empty Quickbooks account we can also do a one-time sync of your data into the new account.
Then we’ll close your Finaloop account and delete your account details from our records.
If you decide to maintain your active subscription until after the year-end adjustments or filing of your tax return, we’ll do our best to wrap this up for you as fast as possible so that you can cancel the subscription and we can close the account.
4. Export data to Excel
Before canceling your subscription, export your P&L, Balance Sheet and Cash Flow data. You can also export your general ledger.
Export reports to Excel
Export reports to Excel
> To export your reports to Excel:
Navigate to Reports and select the screen you want. In this example, P&L is selected.
Use the filters to select the data / date range you want. Each report has its own filter options. For the P&L report, the options are:
Reporting period
Dates from and to
Show by month (toggle)
Show decimals (toggle)
Show by value or percentage of net sales.
Click Export.
Save the file to your chosen download location.
Export the general ledger to Excel
Export the general ledger to Excel
To export your general ledger to Excel:
Navigate to More on your side menu.
Select General Ledger Export.
Select the report period you want to export and click Send to receive it in your inbox.
