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mkilci
May 3, 2024
Question

Migrate back to Quickbooks Desktop?

  • May 3, 2024
  • 2 replies
  • 0 views

Hello all. 

 

Need help and advice. 

We are a very long-time QuickBooks desktop user. Recently, we decided to give QuickBooks Online a try and migrated from QuickBooks Enterprise to QuickBooks Online about a month ago. The migration seemed to be okay after using the QuickBooks Online. We decided that it is lacking a lot of features or at least harder to navigate since we are used to using the QuickBooks Desktop. We made a decision to go back to QuickBooks Desktop. After spending considerable amount of time, found out that we had to upgrade our online version to be able to export the data. I went through the process and it seemed like the migration from online to desktop went ok. Yesterday we realized there is a lot of information seems to be missing. I presume during export and import process some of the data may not have been transferred.

Would it be better to go back to our original desktop backup from a month ago and manually enter transactions for the last 30 days in the desktop version? If so, is there an easy way to figure out what was added in the last 30 days in the QuickBooks Online version?

 

Is it also possible that the export from the online may have been done incorrectly? If we can get help from QB, who should we contact, the online support, desktop support or migration support?

 

Please advice. We need to get back to desktop as soon as possible.

 

Thank you

2 replies

4
4Gal
May 3, 2024

Would it be better to go back to our original desktop backup from a month ago and manually enter transactions for the last 30 days in the desktop version?

Yes. correct

 

If so, is there an easy way to figure out what was added in the last 30 days in the QuickBooks Online version?

You can run the transaction detail report for last 30 days in your QBO.

 

Another consideration, you can purchase a new QB Desktop Enterprise license via a partner and you will get a 20% off perpetual discount on renewals.

 

 

L
LeizylM
May 3, 2024

I understand the challenges with the transition, mkilci. I'm here to ensure you have accurate data when migrating back to QuickBooks Desktop (QBDT).

 

When migrating a file from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT), not all transactions will be converted. Since there are limitations when converting a file. Before the migration, it is essential to have a recent version of QuickBooks installed on your system.

 

I agree with Fiat-Lux, you can use the backup copy of your QBDT and manually enter the transactions. To do so, you can run a Transaction Detail report to identify what was added in the last 30 days in QBO. 

 

Here's how:

 

  1. Go to Reports.
  2. Search for the Transaction Detail by Account in the search box.
  3. Filter the Report Period.
  4. Select the Export icon at the top, then click Export to Excel.

 

For more details, see this article: Export your reports to Excel from QuickBooks Online.

 

Moreover, you may find these resources helpful in moving your QBO data to QBDT: 

 

 

If you have additional questions about migrating, you can always click the Reply button. I'm always ready to help.

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