– Convert quickbooks online to desktop 2022

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Based on Intuit’s announcement, there is only one way to convert a QuickBooks Online file to a QuickBooks Desktop file. If you are looking to keep as much of the file intact as possible, you will have to use a third-party app or provider. It should be noted that will only convert the QBO file to a QuickBooks Desktop Note: This option appears only if you’re using QuickBooks Accountant Desktop. If you don’t have QuickBooks Accountant Desktop, look at Option 2. Now that there are no transactions in the company file, you can clean up the lists to delete any entries (i.e., names, accounts, etc.) you don’t want to convert to QBO. Nov 09,  · However, you can export and convert your QBO data to QuickBooks Desktop. Here’s how: Login to your QuickBooks Online account and click the Gear Icon. Choose the Export Data and enter your reason why you’re exporting your data. Then, click Continue. Review your data from the export overview screen. Once ready, click Export to Excel.
 
 

 

– Convert quickbooks online to desktop 2022

 

Once done, run a Balance Sheet and a Profit and Loss report to ensure that the numbers match. Make sure to set them on an Accrual basis and for All Dates in both programs.

Take a look at this article for future reference: Customize your Profit and Loss report. Let me know the result after exporting your data file. I’ll jump right back in to assist if you need anything else. Best regards. Thank you!!

I have been trying to convert my file for hours now, as soon as I switched to Administrator mode, it worked, no problem! Thank you!!! It really saves time! You are awesome! Thanks for the advice. I’ve struggled with this conversion so many times. I appreciate you for pointing this out, abrowningcpa. I have done everything as suggested in these answers.

I managed to transfer my accountant company file into QB desktop, but when i try to move one of the company files, it just won’t work. The gear box disappears in the upper right corner. I’m a company admin, i’m running admin in both apps. I don’t know why this isn’t working, but it worked for my accountant company. This can be a browser-related issue joannamidolo. First, use a private window to access QuickBooks. This will prevent the use of cookies stored on the computer. Once done, you can try converting again.

These caches of data are essentially junk files and can be safely deleted to free up storage space. I also recommend using other supported browser in QuickBooks if the issue persist. However, if you’re still getting the error, it would be best to get in touch with our QuickBooks support team to further assist the issue. WHO are you talking to?

There is no richard38 in this conversation thread. Second, there is no way to open the Setting Gear icon. I just spins and spins for hours. Support says they are working on a way to make this work with Chrome, but tax season is already upon us. There is no work-around, and there is no other option. I’m having the same problem and after talking with Quickbooks Online and desktop support there seems to be no fix! They told me quickbooks online is on IE which is why you have to use this browser.

That seems crazy because it isn’t supported any longer. The directions also state that you should use a windows 7 computer. I haven’t had that for a while. You can get to the correct page by typing in the address directly, even though the gear icon is not working.

I found the address by navigating to the page in chrome and then went back, signed in with IE, and added the correct address. That said, once I got through the process, it still doesn’t give you your data. It says that Intuit has to review the request and make sure the data can be exported, which usually takes 12 hours.

I’m still waiting a week later! Hi, yogabystillwater. While the Community can provide answers and troubleshooting solutions to certain questions, there are things that only our phone support can do to resolve the problem.

Since none of the steps shared here fixes the issue, I highly recommend giving them a call again. They’ll be able to do a screen-sharing session and see what’s going on on your end when converting your company data. Unlike in this public forum, they have the tools required to perform any escalations in the system whenever necessary on your behalf.

To ensure we address your concern on time, check out our support hours. Know that you can always visit our Help Articles page for QuickBooks Online in case you need some reference for your future tasks. Feel free to post back again if you have any other questions. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for.

Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. Labels: QuickBooks Online. Reply Join the conversation. Level 8. Hi vanessacelina, Please go through the following articles which should clear your doubts. Level 3. Login to your QBO account.

Click the gear icon, select “Export Data”. Level 4. Thank you for these tips, we will be working on this project next week and have heard many different scenarios. U pgrading your desktop version is a consideration. I believ e you should go through a decision tree of why you would want or need to do so. It may also assist you prior to converting any Desktop file to QBO as well. Here are some thoughts :. With the options of converting back to Desktop from QBO extremely limited , consider the reasons why you wish to do so.

P roduce a plan to address those reasons to remain on QBO. I grew up with QuickBooks Desktop and still li ke it. I f the situation does arise , I find that I did not do my best to explain the benefits and coach the client ab out the resulting changes. Topics: Desktop Accounting. Sign up and stay plugged into the education, news pieces and information relevant to you. Subscribe to The Woodard Report today! Do you have questions about this article?

The Woodard Report provides educational articles, news pieces and relevant information to advance the understanding and knowledge surrounding the accounting profession and technologies connected to that profession. C ustomer s who do not use QuickBooks Online Advanced can use a third – part y app to back up their data fees may apply. Migrating List Data — Customers can import data lists , e. Use of a Third -Party App — Customers may also use a third-party app like exportmybooks.

R eview whether you spoke with the client before the conversion to see if there were concerns and how they were addressed. Is there a chance of coaching your client through their uneasiness with something new?

Is there a way to upsell entire back office services so that the choice of tools is yours? Consider the long-term plans of Intuit for QuickBooks Desktop. Is it because of a lack of features that you believed were available in QBO? R es earch ahead of time which v ersion of QBO your client may need as well as which set of features.

Be aware that y ou can upgrade or downgrade your version as well. Is there an a pp that can provide necessary feature s that your QBO version lacks?