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JoanC
February 8, 2021
Solved

Export Quickbooks Online to Desktop

  • February 8, 2021
  • 5 replies
  • 0 views

Hi,

 

I have been using the export from Quickbooks Online to Quickbooks Desktop for years.  All of a sudden it stopped working.  It was a pretty grueling process that required you to use Internet Explorer ONLY but it worked.  Now the option to export is gone.  I read on another post here that the Export feature was down for upgrades.  Do we know when this will be working again or is the feature gone forever?  Please let me know as this is essential for my business.

    Best answer by GlinetteC

    I'm here to help you ensure you can export your data, JoanC.

     

    It is a very simple process to convert your QuickBooks Online to QuickBooks Desktop by following the steps mentioned in this article: Export and convert your QuickBooks Online data to QuickBooks Desktop.

     

    You'll want to check a migration tool here.

     

    The following resources should help you transfer your QBO data to QBDT.

     

    If I can be of any additional assistance about migrating your files, please don't hesitate to add them below. I'll be right here to keep helping.

    5 replies

    G
    GlinetteCAnswer
    February 9, 2021

    I'm here to help you ensure you can export your data, JoanC.

     

    It is a very simple process to convert your QuickBooks Online to QuickBooks Desktop by following the steps mentioned in this article: Export and convert your QuickBooks Online data to QuickBooks Desktop.

     

    You'll want to check a migration tool here.

     

    The following resources should help you transfer your QBO data to QBDT.

     

    If I can be of any additional assistance about migrating your files, please don't hesitate to add them below. I'll be right here to keep helping.

    J
    JoanCAuthor
    February 10, 2021

    Thanks so much @GlinetteC ! It works great and is a major improvement from the Internet Explorer export.

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    February 9, 2021

    @JoanC 

    Another reference

    https://quickbooks.intuit.com/learn-support/en-us/account-management/trying-to-export-online-back-to-desktop/00/719964

     

    J
    JoanCAuthor
    February 10, 2021

    Thanks @Fiat Lux - ASIA !

    S
    Shawn-Urns
    March 8, 2021

    In March of 2021, I went through the headache of the export and import with all the tools. Here is the article for those steps, but it still is difficult understanding their steps: 
    https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-and-convert-your-quickbooks-online-data-to-quickbooks/01/186187

     

     

    MarsStephanieL
    MarsStephanieL
    March 9, 2021

    I'm here to guide you to make this process smooth and fast, @Shawn-Urns.

     

    The article you've shared is the perfect one to export QuickBooks Online (QBO) company file to QuickBooks Desktop (QBDT). I'd like to know where you left off so that I can guide you on the next steps. 

     

    You can also contact our QuickBooks Care Team if you want to get live assistance about the conversion process of your company data. Here's how to contact them through the QBDT:

     

    1. Open the QBDT program.
    2. Select the Help menu and choose QuickBooks Desktop Help or press F1.
    3. Click on the Contact us button at the bottom of the window.
    4. Input your concern in the box such as "Convert QBO to QBDT", or "Please help me convert my data file from QBO to QBDT."
    5. Click the Search button.
    6. Select Start a Message.
    7. Enter your Customer Account Management Portal (CAMPS) details in the pop-up window and submit. This is how it looks like:

     

    Our Support hours during weekdays starts from 6:00 A.M. to 6:00 P.M. PT. While on Saturdays, we operate from 6:00 A.M. until 3:00 P.M. PT.

     

    I've added this article to know more about managing your company data: Limitations when you convert from QuickBooks Online to QuickBooks Desktop.

     

    Please know that we're here if you need help with anything else. Don't hesitate to reach out. Thanks for coming by and take care.

    S
    Shawn-Urns
    March 9, 2021

    Well, I did the steps to export from Online to Desktop and finally got it to finalize someone okay. Now the reason we are doing this is to use Turbotax for the only reason we chose TurboTax over another tax software.  TurboTax is not accepting it still.

     

    Reading in the forum, this is an issue and has been an issue. To keep me from wasting more time I am wanting to "return" TurboTax and move back to the software I had been using for years.

     

      R
      Rtw6676
      October 10, 2021

      I am having this same problem right now and am very unhappy. I was told I could export to desktop because online has too many flukes. I have now been holding checks for weeks because the online version has so many issues and this is horrible for my business. I am also paying for desktop and online and an IT company to try to fix this

      I have used desktop for years and this is truly a nightmare. No one can seem to help

      SOMEONE PLEASE HELP ME!!!

      Rose-A
      Rose-A
      October 10, 2021

      I appreciate you joining in this thread, Rtw6676 . I'm here to help and ensure that your questions are addressed accordingly.


      For me to be able to provide you with the right issue resolution, could you please tell me what help do you need with your checks?

       

      Any information that will elaborate on the problem will help me sort things out.

       

      In the meantime, you might want to visit the links below. These will help guide you in managing your checks in both QuickBooks Desktop and the online version:

       

      Create, modify, and print checks.

      Create and record checks in QuickBooks Online.

       

      I hope you can respond to me on this thread so we can work with your concern together. Please know I'm ready to assist further. Have a good one.

      R
      Rtw6676
      October 10, 2021

      I have given up on Quickbooks online. I need someone to explain to me why no one can seem to help export the data to desktop. I would like to know how to get in touch with someone who can help. I'm paying for both versions. Paying IT company to try to fix the issue and I am 8 months pregnant so I need resolution 

      The file continually gets stuck at 74%. The issues with online are too numerous to have to figure out work around solutions 

      D
      Darci3
      August 17, 2022

      The official answer provided is only partially correct.  Here's the rest of it:

       

      The ONLY effective guide on this can be found here:  https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-and-convert-your-quickbooks-online-data-to-quickbooks/01/186187

       Things to keep in mind:

      • This will almost always end up as an escalated ticket with Data Services because this process has always resulted in a corrupted file every time I've ever used it.
      • Turn off your computer's Anti Virus while using the migration tool
      • When you open your local QB Desktop program while using the migration tool, be sure to open it as administrator.  It makes a difference.
      • When the migration tool has completed and you have the resulting file open, rune a rebuild immediately; it will show errors, so you might as well get that out of the way before support asks you about it.
      • Compare your chart of accounts and verify all of the balances for each line item is correct.  Note the ones that are not correct.
      • Open payroll and compare it with your online company file.  You may have extra employees or are missing employees.
      • Contact QB support and request a data services ticket and list all of the problems that you have found.  Ask for a manager after the 2nd-or 3rd time they ask you something you've already told them.
      • 50% of the time you will be hung up on; just try it again and immediately ask for a manager and repeat your request for a Data Service ticket.
      • If you have done all of the above, have double-checked that you followed every step in the guide Intuit wrote for this in the link above and you provide them with a list or each problem that you found with the new file, you will spend considerably less time on this and greatly reduce your own frustration.
      • If you get a bad tech and they begin to argue with you:  Don't waste your time.  Hang up or end the chat and start it again with someone else.  Reference the other attempt and move on with someone new.  each try gives you a chance of having a better tech on the line with you..
      • At all time be firm, but polite and professional.  Intuit knows they have a lot of challenges with their support so there's no need to waste your energy or make their day aggravating if you don't have to.  It is what it is, so navigate the issues as outlined above and you will greatly reduce your stress.
      • The ONLY way to provide support with your company ID is to log into QBO and while on the home page of your company, hit the combination of these keys:  CTRL-ALT-/  That open a new window with your company ID in it.  Support will always ask for that.
      • If you do not want your file to end up in the 2022 version, because it's not all that stable yet and while my own company is using it, I will not put any of my clients in it due to a lot of update and other issues that still exist.  Make them aware of exactly which version you are using and that you expect the result to be in that same version or they will default to premier 2022.

       

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