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haris1
Level 1

I got email saying Click the task or to do item called "Download the company file created on 02/26/2020". But I cant find anty section which says To do or tasks?

 
2 Comments 2
ChristieAnn
QuickBooks Team

I got email saying Click the task or to do item called "Download the company file created on 02/26/2020". But I cant find anty section which says To do or tasks?

Hi there, haris1.

 

We usually send an email informing you to click the task or to do item after converting your QBO data to Desktop. Since you’re unable to find the To do or Task section, let’s go back to the Gear icon and complete the process.

 

Here's how:

 

  1. Click the Gear icon and select Export Data.
  2. Click the Learn more link under Moving to QuickBooks Desktop? question.
  3. Hit Learn more in the Download company data section.
  4. Review the export overview and click Get Started.
  5. Choose Continue to download on the Exporting from QuickBooks Online page.
  6. In QBDT, go to the File menu and choose Close company in the No Company Open screen.
  7. Return to QBO and click Download. Then, select a location where you want to save the file.
  8. Once done, hit Convert Now. Then, go back to Desktop and in the Create a new QuickBooks file window, name the file, and select a location to save it. 
  9. Hit Finished once the export is successfully done.

 

For additional information for the complete details including some screenshots of the steps, you can refer to this article: Export your QuickBooks Online data to QuickBooks Desktop.

 

Please refer to this article to see how your data converts from QBO to QBDT: Limitations when you convert from QuickBooks Online to QuickBooks Desktop.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

Lgpmaui
Level 1

I got email saying Click the task or to do item called "Download the company file created on 02/26/2020". But I cant find anty section which says To do or tasks?

Would make life so much easier if these instructions were on the email that notified me that my file was ready. I have been trying to get to this point for weeks after updating an old laptop that needed hours of updates since we hadn't used in awhile, put the task aside for a few days because I just couldn't get past loading qbo and all of a sudden, today, the access was available.

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