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Trouble exporting from Online to Desktop 2019

I have a client who tried online and like desktop better. They were able to export data from online to desktop but their are lots of information missing.  How do I fix this? The information like profit and loss is correct but that transferred all of the company data and a lot of the company data is missing. Like invoices, bills, etc.  Any help would be appreciated.

2 Comments
BRC
Established Community Backer ***

Re: Trouble exporting from Online to Desktop 2019

I think what you're seeing is rather normal.  The conversion from QB Online to desktop is lacking.

QuickBooks Team

Re: Trouble exporting from Online to Desktop 2019

Hello there, Blueishmango.

 

Good to see you here in QuickBooks Community. I'm here to help and provide some insights about exporting data from QuickBooks Online (QBO) to QuickBooks Desktop 2019.

 

There are limitations when exporting QBO data, that includes the Invoices, Bills and some other lists which are not imported to Desktop. To learn more about export limitations, you can check this article: Export limitations - QuickBooks Online to QuickBooks Desktop.

 

To make sure you're able to proceed with converting your QBO account, let's configure Internet Explorer's security for a successful export.

 

Here's how: 

  1. Open Internet Explorer.
  2. From the Command Bar, select Tools and choose Internet Options.
  3. Within Internet Options, select the Security tab.
  4. Add *.intuit.com to trusted sites.
  • Click Trusted Sites.
  • Within the Trusted sites window, un-check Require server verification (https:) for all sites in this zone.
  • In the Add this website to the zone field, type: *.intuit.com

Note: It is recommended that you remove all other websites in reference to intuit.com from the list of websites, as *.intuit.com will cover all Intuit sites.

 

 

        5. Close the Trusted sites window.

        6. Uncheck Enable Protected Mode.

        7. Close Internet Explorer.

 

Once you've closed Internet Explorer, let's run QuickBooks Desktop and Internet Explorer in Administrator Mode. Just make sure QuickBooks Desktop 2018 is already installed on your computer. Here's how:

 

  1. Locate the program from a desktop shortcut, or through the programs in the Start menu.
  2. Right click on the program and select Run as administrator.

For visual references for exporting, you can view the visual Guide to Export.

 

To further assists you with the steps, I encourage you to contact our QuickBooks Online Support Team. They have additional tools to pull up your account and do a remote session. 

 

Please let me know how it goes. If you have any other questions about exporting data from QBO don't hesitate to click the Reply button below. I'm always here to help. 

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