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D
dghoa-hb-gmail-c
October 26, 2023
Question

Switch back to QB desktop after trying QB online for 9 months.

  • October 26, 2023
  • 3 replies
  • 0 views

I am a 20+ user of QB Pro desktop and switched to QB Plus online and absolutely HATE it. QB online is a dumbed down version of QB desktop!

 

Has anyone switched back to QB desktop? What info/data is lost in the conversion? Can I update an old desktop file with the data from the online version or do you have to create a new desktop file. I have some invoice templates in the desktop version that I want to use.

    3 replies

    JenoP
    JenoP
    October 26, 2023

    Hi there, dghoa-hb.

     

    The conversion moves most of your data but excludes certain Online-specific features. These include multi-currency details, payroll transactions, estimates, and purchase orders. 

     

    For full details on what converts and what will need to be recreated, refer to these help articles:

     

     

    If you still have a backup copy of your QuickBooks Desktop file from before you switched to QuickBooks Online, you can update and restore that QB file to use again. This avoids starting completely from scratch.

     

    Here are guides on updating your old backup and using it with a new Desktop version:

     

     

    Let me know if you need more guidance on the process of migration. I want to make sure you can smoothly transition back to the Desktop using your existing data.

    R
    RK32
    April 11, 2024

    May I have more details about how to update desktop after restoring a file a year old and then moving from back to desk. 
    To say it another way, how do I move online (one year) to desktop that already has years of data. 

    4
    4Gal
    April 11, 2024

    @RK32 

    I would recommend to convert your data from QB Online to QB Desktop, then use the converted file on your QB Desktop going forward. Otherwise, you may have 2 options to merge that 1 year of data to your old QB Desktop file.

    1. Use a migration tool. It's a $299 one time license and you can get $100 cashback to purchase it thru a partner.

    https://get.transactionpro.com/qbd

     

    2. Purchase a 3rd party merge service.

     

    4
    4Gal
    October 26, 2023

    @dghoa-hb-gmail-c 

    Which QB Desktop year version do you have?

    D
    dghoa-hb-gmail-cAuthor
    October 27, 2023

    I was using QB Ppro Plus 2022 before swithching to QB online earlier this year.

    S
    SarahCO
    September 7, 2024

    I agree. Quickbooks online is terrible! I was completely misled when I signed up for it, and now I feel like I am stuck with it. I lost so much information and functionality when I switched from desktop to online, and my sales person did not warn me that anything like that would happen. Now I fear if I switch back to desktop I will lose even more data than I lost when I originally switched to online. I may just leave Quickbooks all together because of this failure.

    O
    On Beta
    September 7, 2024

    @SarahCO 

    I may just leave Quickbooks all together because of this failure.

     

    Convert your data tp QB Desktop file format and use the trial version to access your historical data for good. Then you will start from scratch in a new program.

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