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Migrate from online to desktop quickbooksSolved: Switch from online to desktop
Thanks for the advice. I've struggled with this conversion so many times. I appreciate you for pointing this out, abrowningcpa. I have done everything as suggested in these answers. I managed to transfer my accountant company file into QB desktop, but when i try to move one of the company files, it just won't work. The gear box disappears in the upper right corner. I'm a company admin, i'm running admin in both apps.
I don't know why this isn't working, but it worked for my accountant company. This can be a browser-related issue joannamidolo. First, use a private window to access QuickBooks. This will prevent the use of cookies stored on the computer. Once done, you can try converting again. These caches of data are essentially junk files and can be safely deleted to free up storage space. I also recommend using other supported browser in QuickBooks if the issue persist.
However, if you're still getting the error, it would be best to get in touch with our QuickBooks support team to further assist the issue.
WHO are you talking to? There is no richard38 in this conversation thread. Second, there is no way to open the Setting Gear icon. I just spins and spins for hours. Support says they are working on a way to make this work with Chrome, but tax season is already upon us. There is no work-around, and there is no other option. I'm having the same problem and after talking with Quickbooks Online and desktop support there seems to be no fix! They told me quickbooks online is on IE which is why you have to use this browser.
That seems crazy because it isn't supported any longer. The directions also state that you should use a windows 7 computer. I haven't had that for a while. You can get to the correct page by typing in the address directly, even though the gear icon is not working. I found the address by navigating to the page in chrome and then went back, signed in with IE, and added the correct address. That said, once I got through the process, it still doesn't give you your data.
It says that Intuit has to review the request and make sure the data can be exported, which usually takes 12 hours. I'm still waiting a week later! Hi, yogabystillwater. While the Community can provide answers and troubleshooting solutions to certain questions, there are things that only our phone support can do to resolve the problem. Since none of the steps shared here fixes the issue, I highly recommend giving them a call again.
They'll be able to do a screen-sharing session and see what's going on on your end when converting your company data. Unlike in this public forum, they have the tools required to perform any escalations in the system whenever necessary on your behalf. To ensure we address your concern on time, check out our support hours. Know that you can always visit our Help Articles page for QuickBooks Online in case you need some reference for your future tasks.
Feel free to post back again if you have any other questions. By clicking "Continue", you will leave the community and be taken to that site instead. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. I followed the instructions exactly. I opened Edge and pasted the link into Edge's address bar, the page routed me to the login page, I logged in, and there was no migration tool.
I was instead taken to the company selection page. Perhaps someone could just email me the migration tool. Thank you for dropping by this morning, I'm happy to help, I believe I found what the issue is. We have to change some of the text in the URL and that will provide you with the correct migration tool,. Now you should be good to go, if you have any other questions, feel free to post here anytime.
Thank you and have a lovely day. Same result as before. I even signed on first in a different browser to make sure I was using the right C but it made no difference. From what I'm reading there is no way to retrieve all of your data and bring it into QBD anymore without the use of a third party paid app. The paid converter app has a limitation. You will need purchasing another 3rd party service to migrate QBO data with multi currency.
I agree. Anyone figure this out yet? I have never had so many problems with a program before. Wish I had never transferred from my original desktop version.
Thanks for joining this thread, Bajasur. Also, please know that things will look different after you export your data.
In case you want to convert the file now, I'd be glad to provide you the actions to be taken in converting a QuickBooks Online file to QuickBooks Desktop. All you have to do is purchase the QBDT version that will suit your needs and then install it on your device. Once done, you can now start export data. Beforehand, know that there are limitations when you convert your file , including the attachments, audit trail, and recurring transactions.
If you're unable to export your data, pulling the direct URLs from Chrome to Internet Explorer will route you to the correct page. For additional reference on how you can navigate the desktop version, I also suggest visiting the following article: Get QuickBooks Desktop user guides.
This lets you see all the topics on how to efficiently manage your income, expenses, inventory, and your desktop company file. Feel free to post back again if you have other questions about the conversion process or any QuickBooks related.
Have a nice day! Good day, stabornc. I'm here to help ensure you're able to export your data from QuickBooks Online to the desktop version. Missing options in QuickBooks Online are usually the result of outdated or corrupt cache files in your web browser.
Not to worry, you can clear them in just a few easy steps. We can press the F5 key on your keyboard to refresh the page. If you're still getting the same result, we can do some of the basic troubleshooting steps. You can use these shortcut keys depending on the browser you're using:.
Once signed in, export your data from there. You'll find a brief video to serve as your visual reference as well as a link to download and install QuickBooks Desktop. It contains steps from adding customers down to setting up your sales tax. Let me know how the result of this troubleshooting in the comment below. I want to make sure you're able to export your file.
I'll be around to help if you need additional assistance. Have a good one. Is there a way to do this without my having to go into every single item and save or print the PDF copies of records? It will take me weeks to do that one by one. I'm hoping there is some area in the back end of the system where attachments live and I can batch save or print from there? Thank you. Let me share an alternative solution to help migrate the attachments to the desktop version.
You're correct, we're unable to convert the attachments. You'll have to go into every single item and manually attach it to the transaction. As a workaround, use a third-party application to help append the attachments to your entries. To expedite the process, type a keyword in the search field. Based on the keyword entered, the site will display a list of supported applications.
You can check the details to get a better comparison of each one. For an overview of the conversion process, check out the following articles. These resources outline the complete steps on how to move your online data to the desktop platform.
Anytime, we're here to help. Stay healthy! By clicking "Continue", you will leave the community and be taken to that site instead. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community.
Join now. What desktop version do i need in order to import data. Level 1. Want to change from quickbooks online to desktop. What desktop version do i need in order to import data Solved! Labels: QuickBooks Online. Reply Join the conversation. Best answer October 19, Best Answers. QuickBooks Team. What desktop version do i need in order to import data Welcome to the Community, JoeMina.
Choose the Export Data and enter your reason why you're exporting your data. Then, click Continue. Review your data from the export overview screen.
Once ready, click Export to Excel. Then, follow the rest of the on-screen instructions to complete the exporting process. Level What desktop version do i need in order to import data Yesterday we help our client to migrate data and restore the backup file on QB Desktop What desktop version do i need in order to import data I don't always have internet service and would like to be able to email and print invoices if I need too.
What desktop version do i need in order to import data Hello there, JL
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