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Level 2

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

 
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Best answer 01-10-2020

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QuickBooks Team

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

Hey there, @paffeldt. Thanks for providing an update.

 

We're aware that the task isn't being shown on the Dashboard, and our Engineering Team is hard at work to resolve the issue. The good news is that you can still export the file without using the task. Follow these quick steps:

 

  1. In QuickBooks Online, go to the Settings ⚙ icon and select Export Data.
  2. Enter your reason for exporting and select Continue.
  3. In the Moving to QuickBooks Desktop section, select Learn more.
  4. In the Download company data section, select Learn more.
  5. Select Get started.
  6. On the Exporting from QuickBooks Online page, select Continue to download.
  7. In QuickBooks Desktop, make sure you're on the No Company Open screen. If you have a company open, go to File and select Close company.
  8. Back in QuickBooks Online, select Download.
  9. In the Save your company file window, select a location to save the file. Pick a place other than your Windows Desktop.
  10. When the download finishes, select Convert Now.
  11. In the Create a new QuickBooks file window, give the file a name and select a location to save it in. Pick a place on your local computer and not a network or external drive.
  12. After the export is done, select Finished.

 

That's it! Please let me know if there's anything else I can do to be of assistance. Have a great weekend!

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19 Comments
ProAdvisor

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

It should pop up right on your dashboard when you log into that company file.
QuickBooks Team

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

Good day, @paffeldt.

 

We can export yourdata and how to it in your end. Before we start, there are few reminders when exporting your data in QuickBooks Online to QuickBooks Desktop.

 

  • QuickBooks Online (QBO) is compatible with 32-bit version of Interner Explorer.
  • You must be logged in as an Admin user on both QuickBooks Online and Desktop.
  • Install Active X in Internet Explorer when Exporting QuickBooks Online data.

 

 Here's how to Export data to QBO:

 

  1. Right-click the Internet Explorer icon and select Run as administrator.
  2. Select the Tools ⚙ icon, then Internet Options.
  3. Select Security, then Trusted sites.
  4. Select Sites.
  5. In the Add this website to the zone field, enter: *.intuit.com.
  6. Make sure Require server verification (https: ) for all sites in this zone is unchecked.
  7. Close the Trusted Sites window.
  8. Make sure Enable Protected Mode is unchecked.
  9. Select Apply, then Okay. Leave Internet Explorer open.

As always, you can refer to this detailed article for further guidance on how to export your data file: Export your QuickBooks Online data to QuickBooks Desktop.

 

Once done, run a Balance Sheet and a Profit and Loss report to ensure that the numbers match. Make sure to set them on an Accrual basis and for All Dates in both programs.

 

For future reference check these articles:

 

If there's anything else you need from me, feel free to comment below. All the best.

ProAdvisor

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

I think they are actually trying to grab a copy of the file to pull INTO desktop from Online

Level 2

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

Yes, Parkway, 

I am switching from Online to Desktop and I have been following the procedure provided by QB, but it isn't showing up. This whole process has been a stretching experience altogether. I should be well versed in what not to do for anyone in the future. Ha! Thanks for your help clarifying.

Highlighted
QuickBooks Team

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

Hey there, @paffeldt. Thanks for providing an update.

 

We're aware that the task isn't being shown on the Dashboard, and our Engineering Team is hard at work to resolve the issue. The good news is that you can still export the file without using the task. Follow these quick steps:

 

  1. In QuickBooks Online, go to the Settings ⚙ icon and select Export Data.
  2. Enter your reason for exporting and select Continue.
  3. In the Moving to QuickBooks Desktop section, select Learn more.
  4. In the Download company data section, select Learn more.
  5. Select Get started.
  6. On the Exporting from QuickBooks Online page, select Continue to download.
  7. In QuickBooks Desktop, make sure you're on the No Company Open screen. If you have a company open, go to File and select Close company.
  8. Back in QuickBooks Online, select Download.
  9. In the Save your company file window, select a location to save the file. Pick a place other than your Windows Desktop.
  10. When the download finishes, select Convert Now.
  11. In the Create a new QuickBooks file window, give the file a name and select a location to save it in. Pick a place on your local computer and not a network or external drive.
  12. After the export is done, select Finished.

 

That's it! Please let me know if there's anything else I can do to be of assistance. Have a great weekend!

View solution in original post

Level 2

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

Thank you everyone, we were able to get everything downloaded. There was nothing that popped up as we opened up QB, but with the help of a very smart QB helper, we got it completed.

Level 1

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

Where did you find the task or to do item once exported and downloaded?

Moderator

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

You'll find the to do lists on your dashboard, natripps.

 

Once imported in QuickBooks, it will be ready and added in your dashboard. Just click Dashboard on the left pane.

 

The dashboard displays the company's overview, to-do-lists, and graphs of business update.

 

Check this article to learn more: An introduction to the home dashboard.

 

If you can't see your data in the Dashboard, go back to the email to complete your setup. The migration will automatically apply.

 

You can run reports to compare data in QB Online and QB Desktop.

 

If you got additional concerns, don't hesitate to leave a reply.

Level 1

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

there is no answer, here, we have the same problem and there is no task, there is no link to download. support has a 2 hour hold , and the gear icon from Internet Explore ( unsupported browser) does not allow you to use it anymore.  you would think the supported browsers would allow you to export back to QBDT , unless the real motive is to not let you convert back. 

Level 1

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

how exactly did you find it? we have the same problem

QuickBooks Team

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

Thank you for joining the thread, @MaggyMae.

 

 

This is not what I want to happen to anyone when reaching out to our support. As I know this important for you to switch back to the desktop version and the gear icon keeps disappearing, I’m happy to get you back on track. Our engineers are fully aware of this issue and are working hard on a resolution. At this time, there is a workaround for you to export data from QuickBooks Online to QuickBooks desktop.

 

Here’s how:

 

Open up a new web-browser in Internet Explorer and copy this link into the URL:

http://qbo.intuit.com/app/exportqbodatatoqbdt

 

If you click on the link, it won’t pull anything up, I recommend Copying and Pasting.

 

You may also check out this article about Exporting your QuickBooks Online data to QuickBooks Desktop:

 

https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-your-quickbooks...

 

Let me know if you have any other questions. I’m here to help anytime.

Level 1

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

I cannot see my back up in the task area. Is this still an issue?

QuickBooks Team

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

Hello, @LostinIndiana.

 

The issue was already been resolved by our product developers. 

 

At this time, I suggest following the steps provided by Michael K above to help you export your file successfully.

 

In case you need help and related links in the future, feel free to read our help articles.

 

Post again if you have any other questions. I'm always here to help. Have a good day!

Level 1

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

OK, I got the email saying my data is ready and to "...Click the task or to do item called "Download the company file created on 02/15/2020".    I can't locate either the task or to-do item on my dashboard.  I've searched and tried all of the other posts for the last 11/2 hours to try their solutions to no avail.  I'm now 6 hours into what should have been an easy transition from Online to Desktop.  I now know more about IE versions, Edge security settings etc than I ever wanted to know.  And, I'm almost out of bourbon as well.  Can someone tell me where the "... task or to do item called "Download the company file created on 02/15/2020" might reside in QB online?

QuickBooks Team

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

Let me help you with this, @Devlkat.

 

On the process of exporting your data from QuickBooks Online to QuickBooks Desktop, you need to create a location where you can save this file.

 

If you still remember the location, you can directly open the file to check if the data is saved successfully. Simply click the Window's icon and type the file name to search.

 

If you can't still find your downloaded file, I suggest going through the export process again and make sure to take note the file location. 

 

I also suggest reaching out to our customer support so they can help you in locating your file. Here's how:

 

  1. Go to the Help icon and select QuickBooks Desktop Help.
  2. Select Contact Us.
  3. Give a brief description of your issue, then select Continue.
  4. We’ll provide you a few support options. Select which one is best for you.

 

If you have any other questions please let me know. I'm always glad to help any way I can.

Level 1

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

No "destination location" question was asked of me during the my development of the request for a copy of my business data.  Here's the full text of the email I received from "Intuit E-Commerce Service":

"Congratulations! Your QuickBooks Online Plus data for {Company Name} is ready to be downloaded.

  1. Please go to https://qbo.intuit.com/ and log onto {Company Name}.
  2. Click the task or to do item called "Download the company file created on 02/15/2020".
  3. Follow the onscreen instructions."

Best regards,

The QuickBooks Online Plus Team"

 

Within the QB Online system I cannot locate the "Task" or "To-Do" section to be able to click on the company file task sent to me by the QB Online Plus Team.  Can someone who knows where this feature resides in QB Online offer some assistance?

 

 

Moderator

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

Hi, Devlkat.

 

You should be able to see the Task List in the Dashboard.

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As an initial troubleshooting step, try logging into your QBO account using a different or a private browser.

 

There are times that the browser is full of frequently accessed page resources, thus causing some unusual responses. To use a private browser, here's how:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox or Internet Explorer).
  • Control + Option + P (Safari).

Once logged in, go back to the Dashboard to double-check. If it shows, return to your default browser and perform a clear cache. However, if you're still unable to locate the Task feature, 

you can still export the file without using this option. See the steps below:

 

  1. In QuickBooks Online, go to the Settings ⚙ icon and select Export Data.
  2. Enter your reason for exporting and select Continue.
  3. In the Moving to QuickBooks Desktop section, select Learn more.
  4. In the Download company data section, select Learn more.
  5. Select Get started. On the Exporting from QuickBooks Online page, select Continue to download.
  6. In QuickBooks Desktop, make sure you're on the No Company Open screen. If you have a company open, go to File and select Close company.
  7. Back in QuickBooks Online, select Download. In the Save your company file window, select a location to save the file. Pick a place other than your Windows Desktop.
  8. When the download finishes, select Convert Now.
  9. In the Create a new QuickBooks file window, give the file a name and select a location to save it in. Pick a place on your local computer and not a network or external drive.
  10. After the export is done, select Finished.

I'm also adding these articles to learn more about these processes:

 

That should do the trick. Keep me posted on how everything goes in the comment section. I'll be here if you need anything else. Take care always.

Level 1

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

Nope, sorry.  Don't see "To-Do" list in private mode or after clearing browser cache.  And, I don't see the options you note in #2 of your instructions.  When I click on "export data" I get the attached screen.  I don't want to export from QB online / import to QB Desktop via Excel spreadsheets.  I want to import to QB Desktop the transaction-level data that QB downloaded for me from my online account and said they sent to me.  I've now got almost 12 hours invested in what should be a simple point & click process, getting very frustrated with QB products & support at the moment.

 

 

QuickBooks Team

Requested Company Data file. Received email telling us to sign in, click the task or to-do item called "Download the company file created on...." I can't find it.

Hello there, Devlkat.

 

I know the urgency in transferring your data file to QuickBooks Desktop so you can start managing your company through it. 

 

To acquire the transaction-level data that QuickBooks downloaded, I'd recommend contacting our QuickBooks Online Support Team. They can help to locate your file and walk you through in importing it to QuickBooks Desktop.

 

To learn more about moving your online data to QuickBooks Desktop, kindly refer to this article for the detailed information: Export and convert your QuickBooks Online data to QuickBooks Desktop. It provides a series of steps to successfully convert your data file.

 

Please let me know if you have other concerns. I'm just around to help.

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