Challenges with going from QB Online to QB Desktop 2024 Premier

ArtyFacts123 · ‎January 28, 2024

Should it be this difficult? Hi there! I have gone through many/most of the steps of migrating a company file from QB online to QB desktop 2024 Premier. I finally got to the step of using the migrating tool and uploading the QBXML file to Quickbooks Desktop. But alas, when I look at the Desktop, no data was transferred. Not a bit! I did see that there was another way to do the transfer, which is to Export to Excel, which makes no sense to me (I don't need it to go to Excel, I need it to go to QB!).

Are there any workarounds? Other than starting from scratch?

I have heard that some people have done the Export multiple times and that may have helped.

ALSO, for some reason, the program OneDrive by Microsoft (which came with the computer - we didn't sign up for it) is starting to "delete" files. I'm freaking out a bit because many of those files are ones that are related to my QB Export job. So is that what is messing things up?

Please someone help. I am dealing with this all day. Thank you for your time and assistance!!!!

LeizylM · ‎January 28, 2024

I understand the challenges you're facing while migrating a company file from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT), ArtyFacts123.

I appreciate you for performing the steps to resolve the migration process. Since the issue persists, I suggest contacting our Customer Care Team. This way, they'll be able to do a screen-sharing session and check if there are no steps were missed.

Here's how to reach them:

Open QuickBooks Desktop.
Go to the Help menu, then select QuickBooks Desktop Help.
Click Contact Us at the bottom.
Enter a brief description of your issue, then select Let's Talk.
Choose a way to connect.

I've added this article for more information about moving your data from QBO to QBDT: Move your QuickBooks Online data to QBDT.

Keep your posts coming if you need further assistance with migrating your data from QBO to QBDT. I'm always here to help. Have a great day.

View solution in original post

4Gal · ‎January 28, 2024

We always use QBD 2021 to convert data. This version is the most stable compared to newer versions. You can use the trial version of QBD 2021 Pro.

LeizylM · ‎January 28, 2024

I understand the challenges you're facing while migrating a company file from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT), ArtyFacts123.

I appreciate you for performing the steps to resolve the migration process. Since the issue persists, I suggest contacting our Customer Care Team. This way, they'll be able to do a screen-sharing session and check if there are no steps were missed.

Here's how to reach them:

Open QuickBooks Desktop.
Go to the Help menu, then select QuickBooks Desktop Help.
Click Contact Us at the bottom.
Enter a brief description of your issue, then select Let's Talk.
Choose a way to connect.

I've added this article for more information about moving your data from QBO to QBDT: Move your QuickBooks Online data to QBDT.

Keep your posts coming if you need further assistance with migrating your data from QBO to QBDT. I'm always here to help. Have a great day.

ArtyFacts123 · ‎January 30, 2024

Thank you for your idea. Our accounting firm actually has many past versions of the QB software - I am thinking of first doing the conversion on our own software then transferring it to the client's computer. I am so tired of going into circles with it all! I am trying to avoid calling/contacting QB tech support because it is hit or miss with the assistance and I'm short on time. Wish me luck!!

ArtyFacts123 · ‎January 31, 2024

I actually ended having Quickbooks tech support contact me. I was very pleasantly surprised at how dedicated and helpful they were. It was complicated to do this whole process, and it's much better to have the tech support on the phone (especially since there were lots of bumps along the way with some QB error messages). They escalated the issue several times and followed up when they said they would. I was very much taken care of. In the end, it was a success!

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Challenges with going from QB Online to QB Desktop 2024 Premier