how to transfer quickbooks online to desktop version

#How to transfer quickbooks online to desktop version how to#
#How to transfer quickbooks online to desktop version verification#
#How to transfer quickbooks online to desktop version Pc#

You will want to learn more about limitations when exporting data from QBO to QBDT, through these articles: Export limitations - QuickBooks Online to QuickBooks Desktop. Once done, proceed with Step 2 in this article: Export your QuickBooks Online data to QuickBooks Desktop.

Make sure Enable Protected Mode is unchecked.

#How to transfer quickbooks online to desktop version verification#

Make sure Require server verification (https: ) for all sites in this zone is unchecked.In the Add this website to the zone field, enter: *.Go to the Tools icon, then Internet Options.Right-click the Internet Explorer icon.Let's set up the security settings in Internet Explorer. I'll be sharing the first out of six steps in exporting QuickBooks Online (QBO) data to QuickBooks Desktop (QBDT). I appreciate you for pointing this out, abrowningcpa. Let me know the result after exporting your data file. I'll jump right back in to assist if you need anything else. Take a look at this article for future reference: Customize your Profit and Loss report. Make sure to set them on an Accrual basis and for All Dates in both programs. Once done, run a Balance Sheet and a Profit and Loss report to ensure that the numbers match.

#How to transfer quickbooks online to desktop version how to#

For access to trial versions of the desktop program, for the purposes of export, see QuickBooks Desktop trial links.Īs 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

#How to transfer quickbooks online to desktop version Pc#

You must have a supported version of QuickBooks Desktop for Windows installed on the PC in which you are performing the export.

Please use a PC with Internet Explorer 10 or higher.

To use the export feature, you must be a Master Administrator, Company Administrator, or invited accountant.

Right now, exporting into QuickBooks Desktop is only available in the US version of QuickBooks Online.

Yes, there is important information to know before exporting data file from QuickBooks Online to Desktop.

Thanks for joining the Community, angie333. It would have saved me HOURS had steps 1 - 3 above been included in the instructions AT the QBO account. Click the gear icon, select 'Export Data'.įrom that point forward, it is pretty self explanatory, and by following the on-screen instructions you should have your desktop backup/working file in no time. To turn off the pop up blocker in IE, go to the tools icon, choose Internet Options. Attempting to do this AFTER logging into QBO and while you're in the process of converting will serve only to lock up the QBO website! AS SOON AS YOU OPEN Internet Explorer, BEFORE you login to QBO, you MUST turn off your pop-up blocker. Also of note, you MUST USE IE for this process. Do this the same way as above for QB Admin Mode. Open Internet Explorer in ADMINISTRATOR MODE! (again, key and not mentioned by Intuit). To do this, right click the QB desktop icon, and click 'Run as administrator.' If a company file opens, close it so that you are at the main QB screen to choose what company to open.Ģ. Open your desktop QB in ADMINISTRATOR MODE! (this is KEY and not mentioned ANYWHERE in the QBO instructions as you are creating/downloading/converting the file!). Here is what I finally figured out, that NONE of the Intuit dialogue boxes or 'help' will tell you.ġ.

In the past, this was a rather SIMPLE task! NOT anymore. That said, attempting this yesterday (08/01/18) caused much frustration and ultimately I gave up for the day. It has been months since I needed to get a backup of a client's QBO or convert a client to desktop.