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Level 1

Can I have someone help with my OBO conversion to QBD Enterprise? The thing is that we are using QBO now but want to switch to QBD. We have no experience to do so.

We haven't initiated our QBD system yet but we are planning to buy QBD and complete the switch this month. Can we make the switch by ourself or is there a local QB expert who can help us with this, and what's the rate of a local expert for this service?
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Moderator

Can I have someone help with my OBO conversion to QBD Enterprise? The thing is that we are using QBO now but want to switch to QBD. We have no experience to do so.

Yes. You can switch the program by yourself, userzhangyunyang.

 

Just a heads up, there are limitations when converting the file. That being said, we'll have to import the other data manually.

 

Nevertheless, here's how you can switch:

 

First, you'll have to set up security settings in Internet Explorer. This way, you can import the data smoothly.

 

  1. Right-click the Internet Explorer icon, and then click Run as administrator.
  2. Click the Gear icon, then Internet Options.
  3. Select Security, and then Trusted sites.
  4. Select 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 that the Enable Protected Mode is unchecked.
  9. Select Apply, then Okay.
  10. Leave Internet Explorer open.

 

Second, you'll have to set up your QuickBooks Desktop file for export. Afterward, you're good to export your QuickBooks Online data into your QuickBooks Desktop program.

 

In case you no longer need your QuickBooks Online subscription, I'd suggest canceling the plan to avoid double charges.

 

Once imported, you can check this article as your guide when entering transactions manually: Manually Upload Transactions Into QuickBooks Online.

 

There you have it, userzhangyunyang. Let me know if there's anything that I can help. Keep safe!

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Level 14

Can I have someone help with my OBO conversion to QBD Enterprise? The thing is that we are using QBO now but want to switch to QBD. We have no experience to do so.

@userzhangyunyang 

Just to clarify, are you using QBO US version or else?

Highlighted
Level 1

Can I have someone help with my OBO conversion to QBD Enterprise? The thing is that we are using QBO now but want to switch to QBD. We have no experience to do so.

Hi, we are using QBO US version, and plan to upgrade to QBD Enterprise US version.

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Level 14

Can I have someone help with my OBO conversion to QBD Enterprise? The thing is that we are using QBO now but want to switch to QBD. We have no experience to do so.

You may try the steps provided by Adrian_A. Otherwise, check our profile name and send your business email address in a private message to us. We may help to convert your data. 

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