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nashnetworks
November 4, 2019
Question

How do I migrate back to QB Desktop (or Freshbooks, or ...)

  • November 4, 2019
  • 1 reply
  • 0 views

I moved to QB Online a few years back, because of the promise of ease of use and ease of sharing with my accountant.

 

Overall, my experience of QBO has gone from bad to worse to even worse.  I am looking for a way to migrate back to QB Desktop (or, even better, to Freshbooks or any one of the other small-business accounting systems that have popped up)

 

 Among other frustrations, reconciling bank accounts has gone from tedious to disastrous.  QBO automagically matches a whole pile of invoices to a bunch of different customers to a single payment on my bank feed.  And usually, the total of all the invoices is wildly different from the payment.

 

Printed invoices do not contain an invoice number.  You have to find the secret setting that lets you add an invoice number, and then enter it manually as QBO is incapable of dropping the number into that field (it can drop it into others that the customer cannot see, and into the covering email).

 

The last few months has had a torrent of "something went wrong" messages.  Like every time I start QBO, I get about 4 or 5 in a row, until finally it starts up.  Not good.

 

Support is as lousy as always, but then Intuit support has always been terrible.  

1 reply

L
LauraAB
November 4, 2019

Hello nashnetworks,

 

I appreciate you taking the time to explain how things have been going for you with using QuickBooks and your interactions with our customer service team. Our goal at Intuit is to do everything possible to help our customers and address their needs. It sounds like we've missed the mark here and it's important to me that we address this. I'll bring this up with my team to make sure we're all on the same page with this sort of thing.

 

I also invite you to message me directly about this on social media as I'd like to see if there's anything I can do to help smooth this out and turn it around for you. You can reach out on either Facebook or Twitter from Monday to Friday between 9 a.m. and 8 p.m. to reach myself or one of my colleagues.

 

As for your question about moving your QuickBooks Online data back to QuickBooks Desktop, QuickBooks Online gives the option to export list information, which you can then import into QuickBooks Desktop. We actually have a great article about the options which you can check out here: Move lists and balances from QuickBooks Online to QuickBooks Desktop

 

I'd love to have you stick with us. Please don't hesitate to reach out via our social media channels above. I'm here to help.

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