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Switch from online to desktop

Hello QB community!

 

I am a small business in janitorial, mintenance, and home care for residential and commercial. I started roughly 3 years ago with just simple spreadsheets and within a year I purchased the online version and it has been fairly good however, I like to switch to the desktop but before doing so.... I need to make sure it's the right move.

 

Here is what I require from the desktop version:

 

*payment options for clients.

*Class tracking option for different type of businesses.

*Proposal transaction option.

*1099 option.

 

Which QB desktop software is the best and why? I have tried self-employed QB online and it was the wrong fit.

 

Please share your thoughts, Thank you in advace for your time and efforts.

 

 

 

Solved
Best answer 03-04-2018

Accepted Solutions
Not applicable

Re: Switch from online to desktop

Rustler you are awesome with all your knowledge about QB. At this point, it seems easier to start as new with either the QuickBooks desktop pro or a different accounting software for very very small businesses. 

 

I thank you very much for your time.

View solution in original post

9 Comments
Established Community Backer ***

Re: Switch from online to desktop

a non partisan comparison of QBO vs QB desktop
http://onsale-apparel.com/Rustler/qbo-or-qbdt

 

The issue of moving from QBO to QBDT has seveal sides to it.

1. There is no back up of the QBO file, so if you cancel the subscription after one year of read only status, the file is deleted.  SO you have nothing in the event of an audit.  And you really need that because ..

 

2.  the intuit utility to move QBO to desktop is NOT seamless

 

The export to desktop (US Only) provides you with a file that must be opened in desktop within 10 days, and the file has known problems, some things do not export, inventory exports as service items with no history,  payroll if you have it is exported as regular paychecks, these and other known problems have existed for over 9 years
https://community.intuit.com/articles/1145409-export-limitations

Print out the QBO P&L, balance sheet, inventory valuation summary (if you have inventory), and sales tax liability as a minimum, compare the QBO reports to the same reports in desktop after you have a desktop company file - they must match, if not you have to find and correct the problems, intuit will not help

IMO if at all possible, it would be better to just re-enter all transactions in desktop

how to go from QBO to QBDT
https://community.intuit.com/articles/1145829-exporting-from-online-to-desktop

 

The only real option to get all your data for archiving against a future audit is to have an accountant log in and print or export to excel the general journal. (Or invite yourself as the accountant, create the log in, and log in as the accountant so you can use the accountant tools.) Due to QBO's limited data handling capability that will probably have to be done in date segments. Of course that may not help in the event of an IRS audit since they have stated that the actual software data file is what they want, and an excel spreadsheet is not satisfactory.
(Note: simple start does not have a true general journal report at all.)

QBO data handling capability for reporting is not adequate, if there is more than 5K records it times out and reports that you have too much data.  You will have to do a journal report in date range segments, like Jan-Feb, Mar-Apr, etc etc.  
How many months you can span per report is a guessing game since the report can not deal with more than 5K transactions.

Anonymous
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Re: Switch from online to desktop

Hey @4Eva

 

In addition to @Rustler's recommendations, keep these key transfer/data limitations in mind if you are thinking about making the switch (do read Rustler's article, he knows his products). 

 

Community Questions: QuickBooks Online to QuickBooks Desktop Transfer Limitations

Not applicable

Re: Switch from online to desktop

Thank you JamesOng, Rustler's article was perfect and very interesting and I'm currently looking elsewhere for alternative accounting software.

Not applicable

Re: Switch from online to desktop

Rustler you are awesome with all your knowledge about QB. At this point, it seems easier to start as new with either the QuickBooks desktop pro or a different accounting software for very very small businesses. 

 

I thank you very much for your time.

View solution in original post

Anonymous
Not applicable

Re: Switch from online to desktop

@4Eva, our pleasure, we hope you are able to find the accounting software that best fits your needs - QuickBooks Desktop is incredible, but isn't for everyone.

 

Which other software are you looking at? It sounds like you need one that is mobile-worker friendly and flexible for working with independent contractors. Do you know what software colleges in your industry are typically using? 

Established Community Backer ***

Re: Switch from online to desktop

Hi @4Eva, thanks for checking in. I was hoping you would :smileyhappy:

 

I'm glad you found @Rustler's input helpful in your search for the best accounting software for your needs, and I do hope you'll get back to @Anonymous on his follow-up questions - he's a fantastic resource as well (although I'm a bit biased on that).

 

Regardless of your choice of product, I hope you'll continue to consider QB Community a place for you to ask questions and share ideas - that's what we're all here for!

 

 

 

 

 

 

Community Contributor *

Re: Switch from online to desktop

Rustler;

   Thanks so much for your thorough review of the downfalls of QBO and its conversion to QBs Desktop.  I have taken more clients OFF of QBO and got them onto QBs Desktop.  It is unfortunate that Intuit is so heavily pushing online to small businesses.  Seems to be making for more QBO is just not capable of handling some very simple tasks that Desktop has been doing for years!

 

Kudos Rustler!!

Established Community Backer ***

Re: Switch from online to desktop


@Kavonwrote:

Rustler;

   Thanks so much for your thorough review of the downfalls of QBO and its conversion to QBs Desktop.  I have taken more clients OFF of QBO and got them onto QBs Desktop.  It is unfortunate that Intuit is so heavily pushing online to small businesses.  Seems to be making for more QBO is just not capable of handling some very simple tasks that Desktop has been doing for years!

 

Kudos Rustler!!


Thanks

 

I have not checked the most recent report from intuit, but it was a cash cow back in 2014 as I noted in the QBDT vs QBO article, I can assure you that the cow is fatter today.

:smileyhappy:

Anonymous
Not applicable

Re: Switch from online to desktop

Hey @4Eva

 

For sake of discussion, Fit Small Business also wrote QBO vs. QBDT comparison article – their conclusion, use QuickBooks Desktop for inventory tracking and QuickBooks Online for ease of use. 

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