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Level 1

I purchased QB online 2 days ago, just switched everything over and my files are not compatible with QB Online, only a Desktop. How do I switch back over?

 
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I purchased QB online 2 days ago, just switched everything over and my files are not compatible with QB Online, only a Desktop. How do I switch back over?

Hello @MMarx,

 

Welcome to the Community. Let me help you switch back to the Desktop version of QuickBooks.

 

You can move your data again from QuickBooks Online (QBO) to QuickBooks Desktop. It's suggested to use the Internet Explorer browser for the migration process.

 

Let's first set up the security settings in Internet Explorer by following these steps:

 

  1. Right-click the Internet Explorer icon and select Run as administrator.
  2. Press the Tools ⚙ icon, then Internet Options.
  3. Select Security, and choose Trusted sites.
  4. Click Sites.
  5. In the Add this website to the zone field, enter: *.intuit.com and *.qbo.intuit.com.
  6. Make sure Require server verification (https: ) for all sites in this zone is unchecked.
  7. Close the Trusted Sites window.
  8. Make sure Enable Protected Mode is unchecked.
  9. Select Apply, then Okay.
  10. Leave Internet Explorer open.

After reviewing the settings, please set up QuickBooks Desktop for the export:

 

  1. Right-click the QuickBooks Desktop icon and select Run as administrator. If QuickBooks Desktop isn't installed, you can download a trial to use for this process.
  2. Go to File and select Close Company.
  3. Leave QuickBooks Desktop open while you complete the rest of the steps.

Once done, you can go back to QBO and prepare to export your data:

 

  1. In QuickBooks Online, go to Settings ⚙ and select Export Data.
  2. Enter your reason for exporting and select Continue.
  3. In the Moving to QuickBooks Desktop section, select Learn more.User-added image
  4. In the Download company data section, select Learn more.User-added image
  5. Select Get started.
  6. Select Install ActiveX Control Now and follow the steps to install ActiveX. When it's finished, select Continue.
  7. Select the data you want to export and then select Continue.
  8. Review the limitations and select Continue.
  9. Enter your contact info and then Continue.

If you need the steps to cancel QBO, I recommend you visit this link: Cancel your QuickBooks Online subscription or trial.

 

For more information, as well as how to finish exporting your data, I recommend the following article (scroll down to Step 4): Export and convert your QuickBooks Online data to QuickBooks Desktop.

 

Drop me a comment below if you have any other questions about reverting to the previous product. I'll be happy to help you some more.

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