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Tori B
QuickBooks Team

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

Good morning, @hameednaushad.

 

Thanks for taking the time to follow along with the thread and sharing your concerns. 

 

In QBO, you can export your reports and lists into individual Excel files contained in a zip format in just one process. You'll want to make sure to filter the date period to cover year-to-date transactions. Here's how (with screenshots included):

 

1. Go to the Gear icon.

2. Under Tools, select Export Data.
1.PNG

3. On the Reports tab, set the date range to year-to-date.

4. Add items from the Reports/Lists tabs by toggling the slider.

5. Press Export to Excel.
2.PNG

 

Please know that you'll need to export non-posting transactions and attachments separately since it doesn't include in the lists. You can follow the instructions listed in this article to do so: Export reports, lists, and more.
3.PNG


That should do the trick. However, if you still do not see the export option, this could be due to some issues with the cache of your browser. Web browsers collect cache to save time when loading repetitive data and images. Over time these files can become outdated and corrupted, causing issues like the one with your export option missing. 

 

I've included the links for all supported browsers that contain the steps to clear the cache below. 

 

 

After clearing the cache, please make sure to restart your browser so the changes can take effect. 

 

Please let me know if you have any additional questions or concerns. I'm always happy to lend a hand. Take care!

stephanieMinistryCPA
Level 3

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

I was already aware of how to export the data into excel files.  This thread was specifically related to the error 1009 that I kept receiving when trying to create a US QB Desktop backup of a US QBO file.  I can successfully perform this on other QBO files, I was getting an error when trying to assist a particular client.

I have no hope that anyone from QB will be able to assist me with this 1009 error and have moved on.

otcpa
Level 2

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

Any updates on this. I am consistently getting this error and its always at the same spot at 80%. Do you think its because we are not the admin of the file, as you specified earlier? I got admin privileges but I guess that is different since I cannot change subscriptions on the account for example.

Mark_R
Moderator

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

I can see that it's a duplicate post, @otcpa.

 

My colleague Rea_M already provided an answer to your issue about migrating from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT). You can refer to the resolution he shared in this post: https://quickbooks.intuit.com/learn-support/en-us/account-management/re-qbo-to-qbd-issues/01/1267739....

 

If you need further assistance while working with QuickBooks, you can always drop a comment below.

HHHLTD
Level 1

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

Will this work with the UK versions?

FaithA
QuickBooks Team

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

Thanks for joining this thread, HHHLTD. 

 

QuickBooks Online to QuickBooks Desktop is only available in US versions, you will need to look for a converter from a third-party application that will help you with the conversion. 

 

Additionally, here's an article about import limitations for you to get a list of what's not converted in QBO: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

I'll also be leaving you with a useful guide to help you through the whole process of moving your QuickBooks Desktop file to QuickBooks Online.

 

Keep your posts coming if you have additional questions on migrating and other QuickBooks-related queries. We're always available to assist you. Stay safe, HHHLTD. 

4Gal
Level 11

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

@HHHLTD 

Do you need to convert data from QB Online UK version to QB Desktop US version, or else?

 

HHHLTD
Level 1

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

Hi

 

i would like to transfer company file from QBO (UK) to QBD (UK)

HHHLTD
Level 1

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

Thank you for that quite wonderful response.

 

i would like to copy my entire company file rather than individual parts of it.

 

Can that be done?

4Gal
Level 11

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

@HHHLTD 

Where is your company located? As I know, QB Desktop UK version has outdated.

Which QB Desktop year version do you have?

I know @Fiat Lux - ASIA can convert data from QB Online to QB Desktop.

RheaMaeH
QuickBooks Team

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

I understand you want to migrate your company file from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT) UK, HHHLTD.

 

With recent changes, we have opted to discontinue all QBDT services for our UK customers. However, we recommend you find a third-party converter application to assist you with the conversion process.

 

You can read this article for further information: QuickBooks Desktop discontinuation support hub.

 

Additionally, you may notice differences in how your books appear when converting from QBO to QuickBooks Desktop. To learn about how your books move, please refer to this article: Learn How Features And Data Move From QuickBooks Online To QuickBooks Desktop.

 

If you have any further questions regarding migrating your company file, please leave them in the reply section below. We will respond promptly and address your concerns. Stay safe!

Tatirun
Level 1

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

Necesito un desktop para contadores que me permita llevar las conciliaciones bancarias a mis clientes

ShangY
QuickBooks Team

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

Tenemos un producto de contabilidad de escritorio con la función de conciliación bancaria que estás buscando, @Tatirun. Te proporcionaré el enlace que te llevará a la página donde aprenderás más al respecto.


QuickBooks Desktop Accountant Edition le ayuda a gestionar las conciliaciones bancarias de sus clientes. Ofrece herramientas para comparar entradas, garantizar que sean precisas y le permite deshacerlas fácilmente si es necesario. Para obtener una descripción detallada de las funciones, complementos, precios y más, consulte el recurso QuickBooks Desktop Enterprise.

Nuestro equipo de ventas también está disponible para ayudarlo con el proceso de registro seleccionando Hablar con ventas en esa página.

image.png

Además de esto, si necesita ayuda para migrar sus datos de QuickBooks Online a QuickBooks Desktop. Consulte estos materiales.


Si decide comprar QuickBooks Desktop. Este recurso lo ayudará a crear el archivo de su empresa y organizar sus clientes, proveedores y cuentas financieras: comience con QuickBooks Desktop.

Esta información debería permitirle obtener el producto que se ajuste a lo que está buscando. No dude en volver a este hilo cada vez que tenga más preguntas, necesite aclaraciones sobre la configuración de QuickBooks Desktop o ayuda con las conciliaciones. Mi equipo y yo siempre estamos disponibles para ayudar. ¡Qué tengas un lindo día!

Descargo de responsabilidad: este texto ha sido traducido utilizando una herramienta de traducción.

We have a desktop accountant product with the bank reconciliation feature you're looking for, @Tatirun. I'll provide the link that will lead you to the page where you'll learn more about it.

 

The QuickBooks Desktop Accountant Edition helps you manage bank reconciliations for your clients. It offers tools to compare entries, ensuring they are accurate, and allows you to easily undo any if needed. For a detailed overview of features, add-ons, pricing, and more, check out the QuickBooks Desktop Enterprise resource.

 

Our Sales team is also available to assist you with the signing-up process by selecting Talk to sales on that page.

 

In addition to this, if you need help with migrating your data from QuickBooks Online to QuickBooks Desktop. Check out these materials.

 

 

If you decide to purchase QuickBooks Desktop. This resource will help you create your company file, and organize your customers, vendors, and financial accounts: Get started with QuickBooks Desktop.

 

This information should allow you to get the product that fits what you are looking for. Feel free to return to this thread any time you have more questions, need clarification about setting up QuickBooks Desktop or assistance with reconciliations. My team and I are always available to help. Have a great day!

Disclaimer: This text has been translated using a translator tool.

Chrea
Level 6

Want to change from quickbooks online to desktop. What desktop version do i need in order to import data

@Tatirun 

¿Qué versión del año de QB Desktop utilizan sus clientes?

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