Where the heck is the "Click the task or to do item"

Hi there, deedee6.

Thank you for posting here in the Community, can you clarify exactly what you're trying to export into your QuickBooks Online account? That way I can help you to the best of my ability. If you happen to be referring to transferring data from Desktop to Online, you can follow this article for detailed steps on the process, if not, no worries, I'll be waiting for your response here. You can also reach out to our support team if you'd like, they can guide you through the process click-by-click as they can screen share with you to see exactly what you need. Thank you for your time and I look forward to working with you further. 

We requested to export our 2020 to current data from QB Online to QB Desktop. We received an email that the file had been completed and was in the task or to do items. Tries to fine the file and there is nothing there....

Here is the email we received: 

From: "Intuit E-Commerce Service" <[email address removed]>
Sent: Friday, February 5, 2021 10:26 AM
To: ********************
Subject: QuickBooks Online Plus: Company Data Ready for Download

Dear ******************,

Congratulations! Your QuickBooks Online Plus data for **************** is ready to be downloaded.

1. Please go to https://qbo.intuit.com/ and log onto ****************.
2. Click the task or to do item called "Download the company file created on 02/05/2021".
3. Follow the onscreen instructions.

Best regards,

The QuickBooks Online Plus Team

http://quickbooksonline.intuit.com

Thanks for the quick reply, @deedee6.

I appreciate you for attaching the email you've received from our support. I'll designate you where the task or to-do item is located in QuickBooks Online (QBO). 
 

You can see the Task option by going to the Dashboard. See the screenshot below for your guidance: 

If you're still unable to see it, I'd recommend performing fundamental troubleshooting steps first to isolate the dilemma. Stored cache files on your browser can sometimes cause this to happen. 

To start, please access your account via incognito. These browsers won't save any browsing histories. 

Feel free to use these shortcut keys:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P

Once logged in, double-check the Task option. If it's visible, you can now download the data by following the on-screen instructions. If it's working fine, we'll have to go back to your regular browser and clear the cache to eliminate the junk files. Using other supported browsers is a good alternative too. 

If the issue persists, I'd advise exporting the file again without using the task feature. Please follow the steps below. 

1. Go to the Gear ⚙ icon, then select Export Data.
2. Choose Something else or any reason and click Continue.
3. Pick the exact period and hit Export to Excel. 
4. Follow the on-screen instructions. 

Please note that importing process won't bring over the transactions associated with your clients, only the current open balances. That said, you'll need to export all the remaining data. For more guidance, check out this article: Move lists and balances from QuickBooks Online to QuickBooks Desktop.

If you still have difficulties with this, you can always contact our QuickBooks Online Support Team. They can help you locate the task and guide you with the whole method. 

Additionally, I've added some pages that might help you importing non-posting transactions and other relevant matters. 

• Export reports, lists, and other data from QuickBooks Online
• Manage Your To Do list

Please know that you're always welcome to post if you have any other concerns. Keep safe!

Guessing that is not a feature on all QBOs? I also do not have the option to backup, as shown on other videos too in this support format.

Thanks for getting back to this thread and sharing a screenshot, @deedee6.

Allow me to step in and provide you clarifications with regards to your backup concern and locating the Task or To Do item in QuickBooks.

Yes, you're right. Not all subscription types in QuickBooks Online can perform a backup. This feature is only available for the Advance subscription of QuickBooks. This is why you're unable to see it in the TOOLS section.

You can also refer to this article for more info: Back up and restore your QBO Advanced company (formerly ChronoBooks).

If you already performed the troubleshooting steps suggested above and still unable to find the Task or To Do item, I'd recommend reaching out to our Customer Support Team. This way, they can review again the email that was sent to you and check why you're unable to see the "Download the company file created on 02/05/2021" in your Dashboard.

You can reach out to them by following these steps:

Option 1

1. Click the Help icon.
2. Hit the Contact Us button at the bottom. 
3. Enter your concern in the description, then click Let's talk or Continue.
4. Select Get a callback.

Option 2

1. Click the Help menu in the upper-right hand corner.
2. Type in "Talk to a human", then press Enter.
3. Look for I still need a human and click on it.
4. Click Contact Us.
5. Select between Send a message, Schedule an appointment, or Get a callback.

Please also check out our support hours to ensure that we address your concerns on time.

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help. Have a nice day.