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R
rullich
January 5, 2024
Question

I'm trying export all of my data from QBO to QBs desktop pro plus 2023. I have tried several times but my profit and loss is not matching. Does anyone have suggestions on what to do?

  • January 5, 2024
  • 2 replies
  • 0 views
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2 replies

4
4Gal
January 5, 2024

There are many possibilities. Use QB Desktop 2024 to convert your data. Did you encounter the same problem?

R
rullichAuthor
January 5, 2024

I was told Qbdt 2023 should work fine.  What would be another possibility other than buying qbdt 2024?

4
4Gal
January 6, 2024

@rullich 

What would be another possibility other than buying qbdt 2024?

 

When did you purchase your QBD 2023 license? You are entitled to get a license code for 2024 for free

    J
    JanbonN
    January 5, 2024

    Hello there, @rullich. I'm here to help you with the discrepancies you are experiencing between your QuickBooks Online (QBO) and QuickBooks Desktop (QBDT) reports.

     

    When migrating from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT), you may notice some differences in your reports. For instance, when using a cash basis, the reports may not match because QBO and QBDT do not track transactions as paid similarly. Additionally, inventory reports may differ because QBO and QBDT calculate inventory differently. Moreover, reports may mismatch due to export limitations and the use of unsupported versions of browsers. 

     

    To resolve this issue, you can follow these steps:

     

    1. On your QBDT, go to File and select Close company.
    2. Convert your file again. Sometimes, converting a second time can fix this problem.
    3. Recheck the Profit and Loss reports. Enter manual adjustments to resolve the issue if they still don't match.

     

    It's important to note that it's recommended to consult your accountant to guide you in entering the adjustments.

     

    Once you've resolved the issue, you can personalize your forms by following this article for guidance: Use and customize form templates.

     

    If you need further assistance exporting your data from QBO to QBDT, please let me know. I'm always here to help. Have a great day!

    R
    rullichAuthor
    January 5, 2024

    I have retried converting several times and done everything that the help links from qbs has sent me.  The Profit and Loss (Accrual basis) on a few of my accounts are way off still.  There has got to be an easier way than going back and manually reentering all those amounts.  

     

    I switched from QBDT to QBO just a couple weeks ago but found out that I had to pay extra for two company files so I am trying to transfer that same info back to QBDT because I do not have to pay extra for two company files.  All my info did transfer just fine when I went from qbdt to qbo.  BUT now it is not exporting all of my info back on to qbdt.   Im several thousand dollars off.   Every time I try to speak to a QBO employee, they tell me the same thing and then somehow I lose connection with them.  

     

    J
    JanbonN
    January 5, 2024

    Hi there, @rullich. Thank you for your quick response and for sharing additional information regarding the issue you are facing. Your patience in following the troubleshooting steps is appreciated.

     

    Since you're getting disconnected, I recommend contacting our customer service team again so they can look deeper into the problem using screen-sharing. They may also investigate if necessary. I understand you've done this multiple times, but only our support team has the tools needed to help you.

     

    Here's how to reach them:

     

    1. Go to the Help menu and click QuickBooks Help.
    2. Select Contact Us.
    3. Provide a brief description of your concern, and click Continue.
    4. Log in to your Intuit account, select Continue, then Continue with my account.
    5. Enter the single-use code you received in your email and hit Continue.
    6. Choose between Chat with us or Have us call you.

     

    Additionally, here's a helpful article on managing your reports: Customize reports in QuickBooks Desktop.

     

    Please let me know if you need further assistance with data migration. I'm here to help. Take care!

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