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RichardExperiencedDesktopUser
Level 1

How do I transfer online client to desktop?

Hi. I'm trying to export my QBO company to QBD without success.  Like numerous posts all over the internet mention, when the QBO company is open in Internet Explorer, clicking on the gear 'settings' button makes it disappear.  Also, some have said to go to https://c30.qbo.intuit.com/app/exportqbodatatoqbdt which is a 'Export Overview' screen with a 'Start' button to start the export process, but pressing the 'Start' button on this screen nothing happens.  This also appears to be a known problem, and the reason given in the community is that Microsoft no longer supports Internet Explorer.  (Which begs the question Why are you trying to get us to use an unsupported browser to do the export, since the browser will now have security flaws because it's not supported by Microsoft?)  I tried the Contact agent box in the Help menu, but it doesn't give enough letters allowed to enter to even begin to explain the situation.  Also, when I 'send the message to the agent', it says that it's an invalid client ID, even though I was properly signed in to QBO at the time.  How can I export my company data from QBO to QBD if I can't reach the menus to do so?  I got a callback from the quickbooks agent and while I'm writing here and waiting she has not been able to help me now after 20 -30 minutes of going through the usual instructions which are the ones that we and quickbooks blog agents know that don't work.  What is the solution for this that QuickBooks has established for us to do this?

MJoy_D
Moderator

How do I transfer online client to desktop?

Thank you for sharing your experience, @RichardExperiencedDesktopUser

 

Since you’ve already tried all the troubleshooting steps that were mentioned by my colleagues, I suggest you keep the phone call with our Product Support team. They have the tools to further check your account in a secure environment and help you with the entire process. 

 

Check the following articles for more information:

Let us know if there’s anything that we can help with your account. The Community is always here to assist. 

japeeler
Level 3

How do I transfer online client to desktop?

doesn't everyone love at the end of the day, the knee jerk answer from all Intuit team members is to call support?  Like everyone hasn't waited on hold for 45 minutes just to get someone on the line that doesn't know what they're doing?  I love the links to articles that may or may not be related to the issue at hand...like we don't know how to research ourselves.  Oh well.

 

I had this problem a couple weeks ago...a little different since my access is from a ProAdvisor's standpoint, so I had a couple extra kinks in the issue, BUT I think I may be able to help.  (also, if anyone out there has this issue from a ProAdvisor's standpoint, holler back...I think I can now help you guys out as well)

 

From what I understand, the secret solution to this problem is signing into Internet Explorer (I know, I know), but once you sign in, you replace the word "homepage" in the URL with, I believe, "export."  I may be off a little (maybe "exportdata"), but if I'm not mistaken, I found that little tidbit in either these community boards on via a normal Google search.  

 

I was finally able to import into QBD on 2/15 only by hoping for a "hail Mary" by contacting the CHAT WITH SUPPORT option in QBO, very early on a Saturday morning.  I lucked out and spoke with Jomari M, QB support.  I only had to wait about 3 or 4 minutes on hold, and he had me up and going in half an hour.  He told me that after hours support is easier to reach than normal support.

 

In any case, he was professional, knowledgeable, and considering how frustrated I was, tolerant.  So...if you can't get it to work with the above notes, I suggest contacting QBO support during after/before hours.  Hope this helps...trust me, I know how frustrating this is.

terimyb
Level 1

How do I transfer online client to desktop?

I have tried these steps!!  I am using the Accountant version for my clients.  I use Chrome.  I am on Windows 7.   I also have Internet Explorer 11.

 

I get to the Export Data page.  It defaults to the list of reports to export to Excel (Which I have done) but when I click the Moving To QuickBooks Desktop? option at the bottom, it tells me that I can only export data from within IE.  I try IE, no export to desktop option is available.  I research, QBO tells me that the ability to use IE with QBO has been discontinued since spring of 2019.  It's a vicious cycle.

 

I have a client who is possibly discontinuing her business.  No need to continue to pay QBO fees.  But we still need/want the historic data on QB Desktop to run reports.

FritzF
Moderator

How do I transfer online client to desktop?

Thanks for joining this conversation, @terimyb.

 

Since the issue persists even after following the steps shared in this thread, I highly suggest contacting our Phone Support team. They're able to pull up your account in a secure environment and help export your data from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT).

 

Here's how to reach them:

 

  1. In QBO, go to the Help (question mark) icon at the top right.
  2. Select Contact Us at the bottom to connect with our live support.

 

Just in case, I'll add this article for future reference: Export and convert your QuickBooks Online data to QuickBooks Desktop.

 

I want to make sure everything is taken care of for you, so please let me know if you have any other issues or concerns. I'm more than willing to assist. Have a good one!

kcscpa
Level 1

How do I transfer online client to desktop?

I am assuming that you cannot export your client's data through the Accountants version.  I typically use Chrome, but logged in thru IE to do the transfer ... and none of my clients show up.  Why is that?  Help?

Michael K
Moderator

How do I transfer online client to desktop?

Thanks for joining the thread, @kcscpa.

 

I'm happy to provide some insight into your question about transferring your client's date to Desktop. We are aware of an issue in which your Go to client drop-down doesn't appear when you use Internet Explorer. As a workaround, you can follow the steps below to get to the Export Data screen.

 

  1. Go to Sales, then Customers on the left menu.
  2. Find your customer in the list and click their name to open their profile.
  3. Go to the Bookkeeping tab and click the small QB icon to the right.
     

That's it! Now you can follow the normal procedure for exporting to QuickBooks Desktop.

 

If you have any further questions, feel free to let me know. I'll be here for you.

kcscpa
Level 1

How do I transfer online client to desktop?

Sorry Michael K, but you missed the problem - I couldn't even get a client list to show up.  Not helpful.

 

Did follow the advise of many and requested a call back.  AWESOME response.  Got someone to help using "glance" and we walked through it all together.  Quick, easy, done. (though I did do all the prep work of setting up IE security specifics, activating Active X, etc.)

Jo Landers
Level 3

How do I transfer online client to desktop?

Does Intuit pay you folks based on quantity instead of quality? Because you clearly didn't follow the steps you're suggesting others use, and your answer is nonsense.

The screen you show in your second screenshot is NOT accessed by going to Your Practice>Sales>Customers as you indicate in the first screenshot. It is accessed by going directly to Clients from the top-level menu item in the left side navigation. And once there, if you can actually SEE your client list, you don't need to go to the bookkeeping tab b/c you can go to that client's QBO file by simply clicking on the QBO icon from the client list. 

Going to "my books" to select "Sales" and then picking a customer from there brings up all customers you've ever sent a bill to, not just QBO clients. And clicking on any one customer brings up the usual customer screen with options to view invoices, receive payments, etc. NOT the screen you posted in your screenshot. There is no way to get to a client's QBO file when accessing them as a customer; it's not part of the customer screens at all.

Jo Landers
Level 3

How do I transfer online client to desktop?

Does Intuit pay you folks based on quantity instead of quality? Because you clearly didn't follow the steps you're suggesting others use, and your answer is nonsense.

The screen you show in your second screenshot is NOT accessed by going to Your Practice>Sales>Customers as you indicate in the first screenshot. It is accessed by going directly to Clients from the top-level menu item in the left side navigation. And once there, if you can actually SEE your client list, you don't need to go to the bookkeeping tab b/c you can go to that client's QBO file by simply clicking on the QBO icon from the client list. 

Going to "my books" to select "Sales" and then picking a customer from there brings up all customers you've ever sent a bill to, not just QBO clients. And clicking on any one customer brings up the usual customer screen with options to view invoices, receive payments, etc. NOT the screen you posted in your screenshot. There is no way to get to a client's QBO file when accessing them as a customer; it's not part of the customer screens at all.

silverhillgroup1
Level 1

How do I transfer online client to desktop?

I have the same problem, I opened the pop up, but still can't see the reason transfer, only see the export to excel on the right Conner, on the left conner just a cancel button. 

SarahannC
Moderator

How do I transfer online client to desktop?

Hello there, silverhillgroup1 .

 

I've double-checked our records here and found out that we have an open investigation in regards to your concern. Our engineers are already aware of this and now doing their best to resolve the issue as soon as we can.

 

For now, I would recommend contacting our specialist so your company details will be added to one of the affected users. To contact them, you can follow the steps below:

 

  1. Click the Help icon and select Contact us at the bottom part of the pop-up window.
  2. Enter a short description inside the What can we help you with? box.
  3. Then, click Let's Talk.

Contact.PNG

 

Also, you can check out our support hours and types. Go to the QuickBooks Online section to see the details.

 

Thanks for your patience while we're working on a fix. Just let me know if you have other questions. I'll be around to respond to you as soon as I can.

ExportMyBooks
Level 2

How do I transfer online client to desktop?

We've developed a tool to do this with a couple of clicks. Go to apps.intuit.com and search for ExportMyBooks.  Please leave a positive review if you find the service helpful. 

 

 

Jo Landers
Level 3

How do I transfer online client to desktop?

Based on the product description, this is not suitable for accountant users; only for primary admin users. This functionality is also supposed to be built in to QBO without requiring a 3rd party or paid solution.

While people may choose a 3rd party solution for whatever reason, Intuit needs to support its own product and advertised features, and fix the issues caused by their decision to stop supporting Internet Explorer when parts of their system require it. In addition, I have concerns about publisher comments regarding this software, indicating they have full access to the file and the information it contains. I can't justify providing access to employee or vendor social security numbers or other deeply confidential information to a 3rd party marketplace provider simply to be able to download a backup file.

ExportMyBooks
Level 2

How do I transfer online client to desktop?

Thanks for your reply and the suggestion to support accountants better. It is on our list of improvements. 

 

While we only recently launched ExportMyBooks in the Intuit App Store we have been working on it for years. It is far easier to use than Intuit's old tool.  It also provides far superior data fidelity. 

 

Safety of your data is our primary concern. No Apps in the Intuit App Store (including our own) receive PII information from your company (SSN, Credit Cards, and other encrypted information). Listing in the app store requires going through Intuit’s extensive vetting process and continuing reviews. All company file data in our system is automatically deleted after 30 days. 

 

You can read more about the Intuit app store data access rules here: https://appcenter.intuit.com/cmsimages/promo/intuit_app_data_sharing/dynamicDataSharing/DataSharingF...

 

ExportMyBooks is currently free and easy to evaluate.  Just visit us in the Intuit App Store. You give the app access and it will provide you with a QuickBooks Desktop Company File. Examine the returned company file to verify it meets your needs.

 

We are open to working with Intuit on a solution and may reach out to them in the future. Currently our focus is on launch and growth. 

 

 

 

cetfive
Level 1

How do I transfer online client to desktop?

As always - I appreciate the constant confusion that QuickBooks provides. Really keeps you on your toes receiving garbage instructions and a garbage application that will make even the simplest issue an absolute nightmare for you and your business. Thanks!

MyTaxTutor
Level 1

How do I transfer online client to desktop?

I followed these instructions exactly.  The information that came up in QB desktop is nowhere near the records in QB online.  QB Desktop is showing over $1 in Accounts Receivable - the true number is zero.  QB desktop Business Checking is minus 918,000, true number is 139.11 - I have no clue what went wrong, how to fix it or how to get the right information into QB desktop.  Any suggestions?

Ashley H
QuickBooks Team

How do I transfer online client to desktop?

Thanks for the response, @MyTaxTutor.

 

It sounds like the reconciliations from your QuickBooks Online didn't export into your QuickBooks Desktop. I recommend trying the export from QuickBooks Online to QuickBooks Desktop one more time. During the process, I'd leave your computer alone and not run anything besides the program. This minimizes the risk of any errors to occur. If the issue persists, please don't hesitate and reach back out to me.

 

Let me know how this goes for you! I'll keep an eye out for your response.

IntuitBrooks
Level 9

How do I transfer online client to desktop?

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lboliek
Level 1

How do I transfer online client to desktop?

Thank you so much for posting your process BDMcGrew - this was the additional information I needed when my "gear" disappeared in Internet Explorer so I could not get to the export data option.  I also could not get my client list to appear when I logged into QBO on Internet Explorer.  I ended up clicking on the Work tab on the LH side to get to that specific client.

 

I substituted https://c70.qbo.intuit.com/app/homepage with  https://c70.qbo.intuit.com/app/exportdata and all worked fine afterwards.

 

This was  super frustrating process as our IT people do not give us access to modify Internet Explorer options on the Security tab.  I had to do this all on my personal laptop, including installing my work version of QB Accountant to get it all to work.  It would not work with the trial version I downloaded.

Charies_M
Moderator

How do I transfer online client to desktop?

Thanks for joining this thread, lboliek.

 

I appreciate your input regarding this issue. So far, my colleagues have shared all the possible solutions to your concern about transferring data from QuickBooks Online to QuickBooks Desktop. 

 

Nevertheless, I appreciate you for sharing the steps on how you're able to get this done. I believe this can help other users who are experiencing the same issue and would surely give this a try.

 

Additionally, you may found this article handy for more insights on how export and convert your QuickBooks Online data to QuickBooks Desktop.

 

You can always visit us again in the Community if you have question or share your best practice. Wishing you all the best of luck!

 

HumanElement
Level 1

How do I transfer online client to desktop?

I tried ExportMyBooks and it failed completely.  The QBB file it created could not be used.  When i tried to restore it to QB Desktop it created a QBW file that Desktop could not open.  It prompted me to run a fix program which it did and faild to fix the file.  

RaymondJayO
Moderator

How do I transfer online client to desktop?

I'm here to ensure you'll get the right support in exporting your QuickBooks Online (QBO) data to QuickBooks Desktop (QBDT), @HumanElement

 

I'd suggest contacting the ExportMyBooks Customer Care Team since you're using a third-party app. They can check your company file to determine why the QBB and QBW files couldn't be used. They can also help you fix this so you can complete the conversion process. I'll guide you how. 

  1. Go to this link: QuickBooks App Center.
  2. Enter ExportMyBooks in the Search box and select it.
  3. Use the details in the Contact or Support section to get in touch with them. 

 

Once resolved, I recommend running the Profit and Loss reports in QBO and QBDT. Then, set the accounting method to Accrual and compare them to make sure your books are intact and accurate. For more details, see Step 5 through this article: Conversion Process Overview

 

I'm just a post away if you need anything else. Enjoy the rest of your day, @HumanElement

ExportMyBooks
Level 2

How do I transfer online client to desktop?

Yes - please contact us support (at sign) exportmybooks.zendesk.com. We'll check on the file and see if we can open it. If we can't we'll fix the issue. It may be necessary to resubmit your file - we only retain them for 30 days and then they are automatically deleted. I know someone recently had an issue with the password on the .qbb file.  The password worked for us but not for them - I think they were trying to log in as Admin and that's not what we intend so there was some confusion. We've updated the videos and documentation to address that. 

Bluewaterbookkeeping
Level 1

How do I transfer online client to desktop?

Do I need to be in Internet Explorer?

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