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Online Payroll - Importing Data to QB Desktop Pro

Our small business uses QB Desktop Pro with Enhanced Payroll, but we are planning to drop Enhanced Payroll and switch to the Elite Online Payroll. The sales staff with Intuit has told me that we can keep using desktop, run our payroll online (and use TSheets) and easily import the payroll data into desktop. However, I can't find a single tutorial about being able to do this, but I can find plenty of community posts from 2018 and earlier stating that QB Online data does not transfer back into QB Desktop/people having a lot of issues if they do get it to work. Anyone out there use the combo of desktop for normal bookkeeping and online for payroll? What is your experience importing payroll data to desktop? We'd switch to QBO, but we need specific desktop functions that are not yet part of QBO.

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Best answer October 30, 2020

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QuickBooks Team

Online Payroll - Importing Data to QB Desktop Pro

Hi @StAnWa,

 

I'll walk you through how you can convert your QuickBooks Online (QBO) company to QuickBooks Desktop (QBDT).

 

What you need to do first is to set up your Internet Explorer (IE).

 

Here's how:

 

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

To continue this process, see this article: Export and convert your QuickBooks Online data to QuickBooks Desktop. Scroll down to Step 2: Set up QuickBooks Desktop for the export.

 

Right after this process, view this article: Limitations when you convert from QuickBooks Online to QuickBooks Desktop. It has a list of sections you have within QBO and has a short description of how they convert to QBDT. 

 

Feel free to utilize the comments below if you have other queries. I'll be sure to get back to you. 

View solution in original post

1 Comment
Highlighted
QuickBooks Team

Online Payroll - Importing Data to QB Desktop Pro

Hi @StAnWa,

 

I'll walk you through how you can convert your QuickBooks Online (QBO) company to QuickBooks Desktop (QBDT).

 

What you need to do first is to set up your Internet Explorer (IE).

 

Here's how:

 

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

To continue this process, see this article: Export and convert your QuickBooks Online data to QuickBooks Desktop. Scroll down to Step 2: Set up QuickBooks Desktop for the export.

 

Right after this process, view this article: Limitations when you convert from QuickBooks Online to QuickBooks Desktop. It has a list of sections you have within QBO and has a short description of how they convert to QBDT. 

 

Feel free to utilize the comments below if you have other queries. I'll be sure to get back to you. 

View solution in original post

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