Can you switch from quickbooks online to desktop
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Can you switch from quickbooks online to desktop.How to Convert quickbooks Online to quickbooks Desktop
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. By clicking "Continue", you will leave the community and be taken to that site instead. 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. Anything additional we should know or do before getting started? Thanks for joining the Community, angie To use the export feature, you must be a Master Administrator, Company Administrator, or invited accountant. Please use a PC with Internet Explorer 10 or higher.
You must have a supported version of QuickBooks Desktop for Windows installed on the PC in which you are performing the export. For access to trial versions of the desktop program, for the purposes of export, see QuickBooks Desktop trial links. As always, you can refer to this article for the complete steps and details on how to export the data file: Export data file from QuickBooks Online to Desktop Once done, run a Balance Sheet and a Profit and Loss report to ensure that the numbers match.
By exporting the following lists from QuickBooks Desktop to Excel, you can save hours of data entry in your new QuickBooks Online company:. Tip: When importing Excel workbooks, QuickBooks Online only imports the first worksheet within a workbook. After exporting Excel workbooks from QuickBooks Desktop, be sure your data is in the first worksheet, or tab, at the bottom of the Excel screen. First Excel worksheet will import into QuickBooks Online.
Navigate to your chart of accounts by clicking on Company from the top menu bar and then selecting Chart of Accounts:. Display a list of your accounts by clicking on Reports at the bottom of the screen and selecting Account Listing :. Export the Account Listing report as an Excel spreadsheet by selecting Excel , then Create New Worksheet , and following the prompts to save the worksheet to your computer:.
Make a note of where you saved the spreadsheet so you can import it into QuickBooks Online later. Navigate to the Customer Center by selecting Customers from the top menu bar and then clicking on Customer Center :. Follow the prompts to save the new worksheet on your computer so you can import it into your QuickBooks Online company later. Navigate to the Vendor Center by clicking on Vendors in the top menu bar and selecting Vendor Center :.
Follow the on-screen prompts to save the worksheet so you can import it into QuickBooks Online Later. Go to the Item List screen by selecting Customers from the top menu bar and then clicking on Item List :. QuickBooks Online will only import the item types Inventory Part, Non-inventory Part, and Service because other item types are part of workflows that differ slightly between Desktop and Online. Open the Excel workbook you created in the prior step and delete all line entries for items other than the three that will be imported into QuickBooks Online.
Tip: Sort your Excel worksheet by the Type column to group your items by type and make deleting lines faster. The three lessons below will teach you how to import the worksheets you created above as well as how to input items manually into your QuickBooks Online company:. Fit Small Business has also created a free QuickBooks Online course that includes 46 video tutorials and written step-by-step instructions.
Be sure to check out a few of our video tutorials to learn the basics of using QuickBooks Online. Find Timothy On LinkedIn. He then taught tax and accounting to undergraduate and graduate students as an assistant professor at both the University of Nebraska-Omaha and Mississippi State University.
He most recently spent two years as the accountant at a commercial roofing company utilizing QuickBooks Desktop to compile financials, job cost, and run payroll. Find Mark On LinkedIn. Mark Calatrava is an accounting expert for Fit Small Business. He has covered more than 50 accounting software for small businesses and niche industries and has developed an in-depth knowledge of the important features of accounting software and how the importance of these features vary by business.
Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. Fit Small Business content and reviews are editorially independent. We may make money when you click on links to our partners. Learn More. Published April 11, Table of Contents. Step 1. Step 2. Step 4. Step 6. Step 7. Copy Data File After you select your company, QuickBooks will work for a few minutes and then give you a confirmation screen similar to this: QuickBooks data file transfer confirmation.
Display Account Listing. Export Account Listing. Navigate to the Customer Center. Export Customer List. Navigate to the Vendor Center. Export Vendor List. Navigate to Item List. Export All Items. Or, try it free for 30 days - no CC required. Visit QuickBooks No, thanks. Was this article helpful? Yes No. Feedback Yes No. Human Resources. Real Estate Agents.
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