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Super Explorer **

Converting or Downloading Quickbooks Online File to Desktop

It has been months since I needed to get a backup of a client's Quickbooks Online (QBO) or convert a client to desktop. That said, attempting this yesterday (08/01/18) caused much frustration and ultimately I gave up for the day. In the past, this was a rather SIMPLE task! NOT anymore. Here is what I finally figured out, that NONE of the Intuit dialogue boxes or "help" in QBO or desktop version, will tell you.

 

1. Open your desktop QB in ADMINISTRATOR MODE! (this is KEY and not mentioned ANYWHERE in the QBO instructions as you are creating/downloading/converting the file!).

To do this, right click the QB desktop icon, and click "Run as administrator." If a company file opens, close it so that you are at the main QB screen to choose what company to open.

 

2. Open Internet Explorer in ADMINISTRATOR MODE! (again, key and not mentioned by Intuit). Do this the same way as above for QB Admin Mode. Also of note, you MUST USE IE for this process. You cannot use ANY other browser. If you do not have IE, go get it. 

 

3. AS SOON AS YOU OPEN Internet Explorer, BEFORE you login to QBO, you MUST turn off your pop-up blocker. Attempting to do this AFTER logging into QBO and while you're in the process of converting will serve only to lock up the QBO website!

To turn off the pop up blocker in IE, go to the tools icon, choose Internet Options. Go to the "Privacy" tab. UN-check "Turn on Pop-up Blocker". 

 

4. Login to your QBO account. Click the gear icon, select "Export Data".

 

From that point forward, it is pretty self explanatory, and by following the on-screen instructions you should have your desktop backup/working file in no time. It would have saved me HOURS had steps 1 - 3 above been included in the instructions AT the QBO account. Intuit FAIL!

 

NOTE: I have also posted the above in an Intuit Community conversation under QBXML Conversion. An Intuit employee responded with a link to video instructions, wherein one must click through MULTIPLE videos, wasting quite a bit of time for the same end result. The information should be included AT the QBO site, AS one is downloading.

4 Comments
Established Community Backer ***

Re: Converting or Downloading Quickbooks Online File to Desktop

Even the parts that are self explanatory should be reviewed here https://quickbooks.intuit.com/community/Reports-and-accounting/Export-data-file-from-QuickBooks-Onli...

 

Run as Admin is pretty well specified

Super Explorer **

Re: Converting or Downloading Quickbooks Online File to Desktop

John-Pero, the link you provided is NOT provided in QBO DURING the download / conversion process. Nowhere DURING the process are any of the above instructions mentioned. IF Intuit would put SIMPLE instructions AT the screens DURING the process, this would not be an issue for so many people.

Instead there is a bunch of SEPARATE tutorial videos and / or insanely long and too detailed written instructions. Which one ONLY finds when they go searching the internet after wasting hours of unsuccessful downloads/conversions.

Like I said, I have done this many times in the past, but not for quite some time, until this past August. In the past, it was smooth and uncomplicated. Intuit has convoluted the process and not provided easy instructions in the appropriate place (in QBO... AT the download / conversion screens). 

I have posted this solution on more than one conversation and received much appreciation by other community members for the simplicity and ease of these steps.

I am not saying the link you provided doesn't "help." I am saying that it makes it appear much more overwhelming and confusing than it is. Just not necessary.

Moderator

Re: Converting or Downloading Quickbooks Online File to Desktop

Hello JT_WA_State,


I'll join in this thread to take care of you. We value customer ideas here in the QuickBooks Community.

 

Feedback provides clear expectations for current and future performance by strengthening knowledge of what customer's like you want in QBO.

 

I also agree that adding the labor or payroll cost in the Project Profitability report would help customers track the income and expenses of a certain project.


I've passed your thoughts to our Product Developers so they’ll consider adding the export instructions during the process.  I'd appreciate it if you could also send this as feedback to our product engineers. Your input would be a big help in getting this implemented.


Here’s how:


To send feedback in QBO:

  1. Click the Gear icon.
  2. Choose Feedback.

To send feedback in QuickBooks Desktop:

  1. Click Help at the top menu bar.
  2. Select Send Feedback Online.

Please reach out to me if there is anything else I can help you with. I'll always be here to assist you. Have a good one.

Highlighted
Super Explorer **

Re: Converting or Downloading Quickbooks Online File to Desktop

@PreciousB,

 

Thank you for your response and proactive actions of forwarding this suggestion.

 

I have sent feedback as you suggested.

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