Please go through the following articles which should clear your doubts.
Have a great day!
It has been months since I needed to get a backup of a client's QBO or convert a client to desktop. That said, attempting this yesterday (08/01/18) caused much frustration and ultimately I gave up for the day. In the past, this was a rather SIMPLE task! NOT anymore. Here is what I finally figured out, that NONE of the Intuit dialogue boxes or "help" will tell you.
1. Open your desktop QB in ADMINISTRATOR MODE! (this is KEY and not mentioned ANYWHERE in the QBO instructions as you are creating/downloading/converting the file!).
To do this, right click the QB desktop icon, and click "Run as administrator." If a company file opens, close it so that you are at the main QB screen to choose what company to open.
2. Open Internet Explorer in ADMINISTRATOR MODE! (again, key and not mentioned by Intuit). Do this the same way as above for QB Admin Mode. Also of note, you MUST USE IE for this process. You cannot use ANY other browser. If you do not have IE, go get it.
3. AS SOON AS YOU OPEN Internet Explorer, BEFORE you login to QBO, you MUST turn off your pop-up blocker. Attempting to do this AFTER logging into QBO and while you're in the process of converting will serve only to lock up the QBO website!
To turn off the pop up blocker in IE, go to the tools icon, choose Internet Options. Go to the "Privacy" tab. UN-check "Turn on Pop-up Blocker".
4. Login to your QBO account. Click the gear icon, select "Export Data".
From that point forward, it is pretty self explanatory, and by following the on-screen instructions you should have your desktop backup/working file in no time. It would have saved me HOURS had steps 1 - 3 above been included in the instructions AT the QBO account. Intuit FAIL!
It is very simple process to convert your QuickBooks Online to QuickBooks Desktops by following the below mentioned steps:
Thank you for these tips,
we will be working on this project next week and have heard many different scenarios.
Anything additional we should know or do before getting started?
Thanks for joining the Community, angie333.
Yes, there is important information to know before exporting data file from QuickBooks Online to Desktop.
As always, you can refer to this article for the complete steps and details on how to export the data file: Export data file from QuickBooks Online to Desktop.
Once done, run a Balance Sheet and a Profit and Loss report to ensure that the numbers match. Make sure to set them on an Accrual basis and for All Dates in both programs.
Take a look at this article for future reference: Customize your Profit and Loss report.
Let me know the result after exporting your data file. I'll jump right back in to assist if you need anything else. Best regards.
Thank you!! I have been trying to convert my file for hours now, as soon as I switched to Administrator mode, it worked, no problem! Thank you!!!
Hello! I can advise you to get Business Importer Online to export all your data from QBO and then import those exported docs into QBD using Business Importer Desktop. It really saves time !
hi @colleenkg2013 ,
Utilize the trial period of a 3rd party data migration tool.
Hope it helps.