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Senior Explorer *

Converting Online to Desktop

If I convert an online company file to desktop, but don't cancel the subscription to online, will I still be able to continue to use online? I'm assuming the desktop file would be basically a snapshot of what that company file looked like the day I converted it and the online file would continue to be an active, working file. Agree?

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Best answer 06-09-2019

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Established Community Backer ***

Re: Converting Online to Desktop

Yes you can use both

Yes the desktop file is a snapshot of the QBO at the time of download

 

However, if you are thinking is a back up, you would be wrong.  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 checks, these and other known problems have existed for over 9 years
see the limitations:
https://community.intuit.com/articles/1145409-export-limitations

View solution in original post

9 Comments
Established Community Backer ***

Re: Converting Online to Desktop

Yes you can use both

Yes the desktop file is a snapshot of the QBO at the time of download

 

However, if you are thinking is a back up, you would be wrong.  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 checks, these and other known problems have existed for over 9 years
see the limitations:
https://community.intuit.com/articles/1145409-export-limitations

View solution in original post

Senior Explorer *

Re: Converting Online to Desktop

Thank you for the reply. And for the add'l information. Not using it as a backup. Payroll has been cancelled in QBO and I need to generate some reports QBO can't seem to manage. Hoping QBD can. I appreciate the note that paychecks are converted as regular checks. Hopefully I can figure out a workaround.

QuickBooks Team

Re: Converting Online to Desktop

Hello patp3005,

 

I appreciate you for posting here in the Community. I'd be glad to provide additional information about running reports in QuickBooks Desktop.

 

There are many reports in the Desktop version which you can use depending on the information you need. To effectively generate the desired result, it would be best to understand the report set as well.

 

For future reference into QuickBooks Desktop, such as the available reports, I'm adding the article I recommend on this:

 

Understand reports.

 

Please feel free to get in touch with me here will all your reporting needs in QuickBooks. The Community always has your back.

Experienced Member

Re: Converting Online to Desktop

I’m switching from online to desktop. I’m collecting sales tax for two months in qb online and one month in desktop. How do I handle the sales tax payment in desktop since it will also have to include the qb online sales tax. I’m thinking done adjusting entry or do I have s sales tax payable for the one month and sakes tax expense for the online ingo

QuickBooks Team

Re: Converting Online to Desktop

Hi there, @Angeatwork,

 

Converting sales tax payments is a current limitation when exporting data from QuickBooks Online to QuickBooks Desktop.

 

In the meantime, you can record the sales tax payment manually, or use a supported third-party app. Our website offers various tools to provide convenience and efficiency when working with the software.

 

Click this link to visit our site: Apps for QuickBooks Desktop.

 

We recognize the urgency to have this feature available for QuickBooks conversion. I'm personally forwarding this request to the Development Team for consideration in future updates. They are working to keep pace with our customer's business and accounting needs by reviewing the feedback sent to them.

 

If you have other questions or need further help with QuickBooks Sales Tax or anything else, let me know by clicking the Reply button below. I'll be glad to provide further assistance whenever you need one. All the best!

Anonymous
Not applicable

Re: Converting Online to Desktop

@Angeatwork  ,

Utilize the trial period of 3rd party data importing tool to fix it.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

If you don't have time to explore it, consider purchasing a 3rd party conversion service. They may quote on case-by-case basis depend on the issues you are faced (e.g tax).

Experienced Member

Re: Converting Online to Desktop

I’m actually going to start fresh with qb desktop in January so I just want to be able to do sales tax adjustments since everything else works on a calendar year.

Experienced Member

Re: Converting Online to Desktop

So would I run the payable report in online quickbooks to get the figure and then run the report in desktop as well and then have a split transaction in desktop for sales tax payable for the amount collected when using desktop and then have sales tax expense for what I collected when using qb online?

QuickBooks Team

Re: Converting Online to Desktop

You might want to run the Sales Tax Liability Report in QuickBooks Online to get the right figures, Angeatwork.


Here’s how to do it:

 

  1. Go to Reports from the left panel. 
  2. Go to Sales tax section. 
  3. Select Sales Tax Liability Report. 
  4. Set the dates where the collected taxes are belong. 
  5. Click the Run report tab. 

Once you have all the details, you can check this article for steps to adjust sales tax: Process Changes  Adjustments are advised to record on an expense account instead of sales tax payable. This would make you have splits accounts when paying the sales tax.

1.PNG

Lastly, you can run the Sales Tax Liability report in QuickBooks Desktop to check your collected and adjusted taxes. Here’s how:

  1. Click Reports at the top.
  2. Select Vendors & Payables.
  3. Choose Sales Tax Liability.

2.PNG
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