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Level 1

How do I transfer QBOA clients to desktop?

 
2 Comments
Moderator

How do I transfer QBOA clients to desktop?

 

You came into the right place, macase5775.

 

I can help you transfer data from QuickBooks Online for Accountant (QBOA) to QuickBooks Desktop.

 

Before we start, you'd like to know more about the export limitations when exporting files from QuickBooks Online to QuickBooks Desktop: Export limitations - QuickBooks Online to QuickBooks Desktop.

 

Now, let's configure the Internet Explorer's security so you can successfully export file. 

  1. Open Internet Explorer.
  2. From the Menu Bar, select Tools then Internet Options.
  3. From Internet Options, select Security.
  4. Add .intuit.com to trusted sites.
  5. Uncheck Enable Protected Mode.
  6. Select Apply.
  7. Click Okay. Then, Close Internet Mode.

Once done, you can proceed to running the program as the Administrator. Just locate the program from a desktop shortcut, or through the programs in the Start menu and right-click on the program to select Run as administrator.

 

Now that you're logged in as the admin, you start exporting your data. 

 

Here's an article that provides a detailed steps on how to export data: Export data file from QuickBooks Online to Desktop.

 

There you have it. If you need more help with exporting data in QuickBooks, feel free to leave me reply below. I'm always around to help you out. 

Level 1

How do I transfer QBOA clients to desktop?

This didn't help as I could not login to the client's file from internet explorer. 

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