Question

Migrating from Online to Desktop

Forum|Forum|2 years ago
September 4, 2023
4 replies
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I am moving from QuickBooks Online to QuickBooks Desktop. All of my Customers, Vendors, Employees, etc migrated over, however, none of the Customer Transactions appear in QuickBooks Desktop. Can anyone provide information on how to get my customer transactions migrated over from QB Online to QB Desktop.

QuickBooks Desktop

A

AileneA

Hello, Rose.

When switching from QuickBooks Online to QuickBooks Desktop, I understand that you might see some discrepancies in how your accounts are presented. Please keep in mind that when converting between QuickBooks versions, some transactions may not be moved due to export limitations.

However, there are several reasons why customer transactions may not appear in QuickBooks Desktop after migration. Here are a few possible explanations:

Data Conversion Issues: During the migration process, there may have been errors or issues with converting the customer transaction data from the previous system to QuickBooks Desktop. This can result in missing or incomplete data.
Incorrect Mapping: The mapping of data fields from the previous system to QuickBooks Desktop may not have been set up correctly. This can cause customer transactions to be assigned to the wrong accounts or not be imported at all.
Data Filtering: It's possible that the customer transactions are present in QuickBooks Desktop but are not being displayed due to incorrect filters or settings. Double-check the filters and settings in the transaction list to ensure that all transactions are being shown.
Data Corruption: In some cases, data corruption during the migration process can lead to missing customer transactions. If this is the case, you may need to restore a backup of the data before the migration and try the migration process again.

You may refer to this article to resolve possible data damage: Names, items, or accounts are missing from centers, reports, or transactions.

Once migration is complete, verify your info to see if it is correct. I suggest canceling your QuickBooks Online plan to avoid any unauthorized charges on your account. I found an article with the steps to cancel your subscription: Cancel your QuickBooks Online subscription.

Still have questions? Don't hesitate to reply to this thread; I'll gladly answer them for you. Take care, and have a great day ahead.

Fiat Lux - ASIA

@Rose Bassett

Which QB Desktop year version do you have?

R

Rose BassettAuthor

I am going from QuickBooks Online Advanced to Desktop Premier Pro - 2 users.

What's even stranger is that when I go through the process myself, step by step, I can't get it to do the first thing! It almost feels like it is blocked. I tried that on two computers, and I will try again on a brand-new laptop that doesn't have all sorts of firewalls on it yet.

J

Joel-OnTrack

@Rose Bassett,

Which method did you use for migrating?

Did you use exportqbodatatoqbdt?

Are you sure you selected the correct option under Step 2: Select your Data?

Keep in mind that migrating may sometimes produce weird results.

Note that since migrating QBO to QBT isn't really supported by QuickBooks, you may be better off using a 3rd party migration expert to assist with the process.

R

Rose BassettAuthor

I had my IT guy do the transfer in front of me. Yes, he used the step-by-step process that QB has for the process. exportQBOdata... He actually did it twice and had the same results.

I have been using QuickBooks for over 20 years. Last year I switched to QBO so more than one person can be in the system at the same time. It took a while to learn the differences. I would have thought that QBO would have more options, but for my purposes, it didn't. QBO is great for some businesses, but not for all.

I had no problem transferring Desktop to QBO. It took me 3 minutes. Being that QBDT and QBO are owned by the same company, they should make the transfer easier. I feel that if I have to use a third party to transfer my info to desktop, either 1) if they can do it, we should be able to do it ourselves, or 2) someone is holding my information for ransom.

Trying to get help with this is a joke. I called the Migration Department, and they asked if it was for Online or Desktop, if I said desktop, the assistant told me that it was an Online problem and vice versa. Then I was told that I had to call a 800#, and when I called that number I was told that I had to log into my QBO, and click on HELP. I got the automated assistant and when I finally to to where I wanted them to call me, they never did! When I called Priority Circle for help, I didn't get any help.

This makes me question staying with any version of QuickBooks.

LieraMarie_A

I truly understand the challenges you've encountered during the transfer process from QuickBooks Online to QuickBooks Desktop, @Rose Bassett. Your experience and feedback are valuable to us. I want to assure you that we take this seriously.

We appreciate your loyalty as a long-time QuickBooks user. It's sad to hear that the transition wasn't as smooth as expected. Rest assured that we're committed to resolving this for you. To ensure your concerns are properly addressed, we're escalating your case to our specialized Next Level Help team. They will thoroughly review your comments, recent support cases, and the challenges you've faced. You can anticipate a follow-up from them within 1-2 business days.

Please know that we're here to assist you throughout this process. If you have any more questions or encounter any other issues, don't hesitate to reach out to us here. Your satisfaction is of utmost importance to us, and we're dedicated to making this right for you. Thank you for your patience, and we look forward to resolving this matter to your satisfaction.

U

User331

I'm in the same boat. I was told upgrading to QBO would offer many perks and features, which it never did, that would help enhance our experience. If I knew prior how difficult it would be to migrate back to Desktop, I would have never made the switch. There was no benefit of using QBO, I found the platform to be clunky, messy, and hard to navigate.

Everyone I have spoken to have been unable to help, and the only solution I have been offered is to retype all of my transactions.

R

Rose BassettAuthor

I fought round and round, I asked question after question, and the only solution I came up with was to buy Desktop 2021 multi-users. This version is just before the annual subscription which ends up costing the same as Online. I now have to re-key in every transaction, payment, and purchase of parts and invoices for 10 months.

Nobody tells us that it is super simple to transfer from Desktop to Online, yet it doesn't transfer back to Desktop.

Online is great for some types of businesses, but not for my business. There are fewer options available on Online than Desktop. Yet I know of some businesses that Online was perfect for them, just not mine.

Here is the thing to remember, regardless of the pain of going from Online to Desktop, it seems that Quickbooks is the correct solution for what we need.

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