How do I transfer online client to desktop?

It's good to see you here, @anchorman.

I'm here to help walk you through moving your client from QuickBooks Online to QuickBooks Desktop.

For starters, there's no direct way to move your client's account from QuickBooks Online to QuickBooks Desktop.

Here's how:

1. Login to your client's QuickBooks Online account.
2. Go to the Gear Icon.
3. Choose Export Data.
4. Enter your reason why you're exporting your client's data.
5. Click Continue.
6. Under Moving to QuickBooks Desktop?, select Learn more.
7. Under Download company data, choose Learn more.
8. Review your data from the export overview screen, then click Get Started.
9. In the Exporting from QuickBooks Online page, select Continue to Download.
10. Follow the rest of on-screen instruction to complete the exporting process.

For a more step-by step instruction, you may check out this article: Export data file from QuickBooks Online to Desktop.

Just a heads-up, there are some information that may not be included during the moving process. You may check out this article for additional insights about the exporting limitations - QuickBooks Online to QuickBooks Desktop.

If you need further assistance with the process above, I'd suggest contacting our Customer Care Team. A specialist will be able to further help you via secured remote access session.

Here’s how to contact us:

1. Click the Help menu.
2. Choose Contact Us.
3. Under How can we help?, type in your “Import Customer’s List”.
4. Hit Continue.
5. Click Get our phone number to contact us.

Please don't hesitate to click the Reply button if you have other questions about changing your client's QuickBooks subscription. I'm always here to lend a hand.

Once I clicked on step 3 "Export Data", I don't get the following steps as you mentioned. The window that opens is just with the button to export to Excel.

Am I missing something?

Hello DFSC,

We might need to enable pop-ups for the browser you're using. You can check out this article for reference: Resource Hub - Enable Pop-ups for QuickBooks Online.

After that, you should be able to see the pop-up window when you try export process again.

Let me know how this goes. 

Unfortunately did not work enabling pop-ups.

I am still stuck at the step 2 since the pop-up window asking the reason for exporting does not show.

Any further suggestion?

Let's try using Internet Explorer to access your QuickBooks Online account, DFSC.

Sometimes, you won't be asked the reason for exporting. You'll be routed to open the Excel spreadsheet right away.

You might also want to check out this article about exporting data file from QuickBooks Online to Desktop. Just follow the steps on how to "Configure Internet Explorer's security for exporting."

We're just a comment away if you have further concerns. 

Tried again checking all the Internet Explorer 11 running on Windows 10 and did not work.

Perhaps because we are in Canada?

I really need to get this data exported for the non-profit club.

I was able to reach out to the Canada Quickbooks Online support and I was told that there is NO option to export the data from the Canada website, only for the US.

You can only generate/export Excel files for future references. They cannot be used to import back to Quickbooks Desktop

This is ridicules. There were NO message or warning stating that once you move from the Desktop to Online Quickbooks you will not be able to go back.

I am extremely frustrated and disappointed not to say that as an IT expert, I see this clearly as some kind of a trick to keep customers paying monthly fees. What else can I say?

Hello anchorman,

  To transfer your data from Online to Desktop you can also use one of the apps that are designed for this matter. You can get an application and export all the data you have got within your Online company using for example Business Importer app. And then import that data by using Business Importer for Desktop app. 

  That will be a very convenient solution, as both apps have an intuitve interface, lot of guides and support teams that will be glad to help you with the matter. However, the minus here is that most likely you will have to purchase both apps as in the free trial mode they can proceed only limited amount of lines.

  Still, if time is more precise here than a bunch of manual entries - those apps will do a great job.

Happy Tuesday, @KDSpvri.

Congrats on your first post in the Community. I'm here to provide some information so that you're able to move your invoices and credit card processing from QuickBooks Online to QuickBooks Desktop.

To give you the best solution, I recommend contacting our Merchant Services Department. They have the ability and tools to begin a screen share to work alongside you to assist with transferring your data.

If you have any more questions, please don't hesitate to reply back. Have a wonderful day!

This seems to not been solved yet. I am unable to export the company data. I have followed all the forum posts and tutorials that have been posted on this issue.

Also tried using the disappearing gear icon work around for Internet Explorer to get to the export section but still no luck. Only possible export seems to be Excel files (.xlsx) Any news on the issue of exporting company data to Quickbooks Desktop?

I appreciate you bringing this data export issue in QBO to our attention, @LaurensPP,

If you're unable to export your data, pulling the direct URLs from Chrome to Internet Explorer will route you to the correct page. Use the following link to initiate the download: http://qbo.intuit.com/app/exportqbodatatoqbdt

However, if you already tried this and still getting the missing Gear icon, I highly recommend contacting our Support Team. They can open a new investigation for this particular issue and provide additional workaround to transfer your files successfully.

Here's how to get Support:

1. Click the (?) Help menu at the top right section of your QBO Dashboard.
2. Tap the Contact us button.

Let me know the result once you've tried the steps. I want to make sure you're able to work with QuickBooks without any issues. If this requires additional help, let me know by clicking the Reply button below. I'd be happy to help at any time. Have a lovely week ahead!

I have already tried this indeed. Unfortunately when I follow that URL I still only get an option to export the company files to .xlsx, which is not usable to export to Quickbooks desktop. I think multiple people have already indicated this problem so I wonder how much good it would do to directly contact support. Unless they can directly provide me with the correct file extension of course (.qbw?),

I'd really like to try Quickbooks Desktop as I think it has some features that I need. Without the company files the migration is too much of a hassle though. Thanks!

Hi LaurensPP, 

It's best to contact our QuickBooks Technical Support Team to have this checked further and investigate the root cause of this issue. They have more tools to help you export your QuickBooks Online (QBO) data to QuickBooks Desktop.

You can follow the steps to contact our support team.

I'd be glad to share this link if you'd like to try QuickBooks Desktop and download a free 30-day trial: Download a trial of QuickBooks Desktop.

Let us know if you have any other concerns. We'll be around to help.

Hi,

When I open QBO in IE and click on the Gear Icon - it disappears!!  I can't get to the Export Data.  Any suggestions?

Julie

Internet Explorer isn't a supported browser for QBO, jfoster4664.

This is the reasons why you're experiencing errors. Instead, you can use either of these supported browsers:

• Google Chrome
• Firefox
• Microsoft Edge

We can still troubleshoot if you want to continue using Internet Explorer. Though, you may still encounter issues in a long run. Let's start by using an incognito window. Press Ctrl + Shift + P on your keyboard to launch it. Also, we can clear the cache cause it also result to some issues. On your keyboard, press Ctrl + Shift + Delete to pop-up the Delete Browsing History window.

You can always visit our Help page for QBO. From there, you can see different articles for your guide in handling your account.

Please reach out to us again if you have other questions. Have a wonderful day!

I'm having same issue and I'm in USA

Hi there, riebap.

If you haven't follow the troubleshooting steps provided by my colleague AlexV above, you can try performing this steps. These steps can help you fix the issue. However, if you've already tried this one, please contact our specialist to investigate this further.

Here are the steps that can surely walk you through contacting them:

1. At the upper right corner, click the Help menu to see the Contact us button.
2. Then, hit the Contact us button at the bottom part.
3. Add a short description of your concern by entering it inside the What can we help you with? box for example " transfer online client to desktop ".
4. Click the Let's talk button (green one).
5. Select Get a callback to talk yo our specialist.

Please give me an update on how things work for you. Take care!

I get as far as the "Get Started" button and when I click on that nothing happens. I am running as Administrator in IE and I have allowed pop-ups. I've closed everything else to make sure there is not a pop up window I am not seeing, but nothing. Any suggestions?

Hello, @RWAdministrator. Thank you for joining the thread.

I see that you make it to the step of Get Started, and it does nothing beyond that.

At times, not Clearing Cache and Cookies can be a result of this. The reason you should clear it is to allow your browser to function more efficiently. Browsers will normally clear cookies that reach a certain age, but clearing them manually may solve problems with web sites or your browser. A browser's history is a log of websites that you visit, so its good to Clear Cache and Cookies from your browser.

If this still causes your export to stop moving further from Get Started, you can call our Customer Support Team.

Here's how to get in touch with support:

1. Click the (?) Help menu at the top right section of your QBO Dashboard.
2. Tap the Contact us button.

Our support will have more tools such as screen share, etc. to see more into the issue that is causing you not to complete the export.

I'll always be around here in the Community to help you if you have any other questions.

Hello, 

I have Windows 10 x64 with IE 11x64 and I'm not getting the gear icon on the corner of the screen. 

It's weird because I get the gear icon on my main accountant account page but no options to export data. When I go to the specific client the gear icon disappears.

is there something I'm missing or any other way of doing this?

Hello, @Azuos. 

I'm here to provide some insight for the gear icon disappearing in Internet Explorer.

The web browser Internet Explorer has discontinued support for QuickBooks Online. Meaning when you log in to QuickBooks, the gear icon has disappeared. The good news is you can export your data in another web browser. Here's how:

1. Go to qbo.intuit.com and login
2. After logging in, erase the word homepage from the URL and type export data with no spaces.

It's that easy! Now, you'll be able to go through the process without using Internet Explorer.

Please don't hesitate to touch base with me here if you need any additional assistance. I'm always here to help.

Hi,

I tried to do it through Firefox but It still didn't work. It still tells me that I need windows 7 with Internet Explorer x32bit.  (Please see attachment)

Thanks for the in-depth details of the troubleshooting you performed on your end as provided by my colleague, Azuos.

The minimum system requirements for Windows PC is Windows 7 or newer at least 2 GB of RAM. Before downgrading your Windows, let's try using other supported browsers like Microsoft Edge and Google Chrome to export your data.

If the same thing happens, it would be best to contact your IT personnel to further assist you with downgrading your Windows version.

If the option doesn't work for you, I'd suggest contacting our Customer Support Team. They'll check other ways to successfully export your data into QuickBooks Online (QBO). Just follow the steps provided by my colleague to reach out to them.

For more details about QBO system requirements, please refer to this article: System requirements for QuickBooks Online, QuickBooks Online Accountant, and QuickBooks Self-Employe....

Feel free to go back to this thread if you need a hand with filing your year-end forms. I'll be here to help.

Clearing out the cache and cookies did not allow the Get Started button to work. I also do not have an option to contact anyone in QB other than through the forum.