Basically I can not get to the "select export" step because the gear icon disappears when I'm in the client file and never loads when I'm at the "accountant level". There might be some tools that aren't available when using this browser such as the Gear icon.
You can try using other supported browsers to export your data. To start the process, follow the steps below. For more detailed steps in transferring your company file, refer to this article: Export your QuickBooks Online data to QuickBooks Desktop. Know that there are limitations when you convert your file. That includes the audit log, estimates, and recurring transactions. Once done, I'd recommend running the Profit and Loss and Balance Sheet reports to ensure that you transferred your data correctly.
To verify your reports in both products, filter the date period to All Dates and the accounting method to Accrual. But when I follow those same steps on IE I can get the 1st export page to load but the "get started link" doesn't work. I click on it and nothing happens. They have the proper tools that can check your account and give you an accurate resolution that will help you export your data from QuickBooks Online to QuickBooks Desktop. You may refer to this handy article for your future reference if you have other issues with QuickBooks Online.
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Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. I would like to export my company file from qb online to qb Desktop sadly i have the common issue that i can only export to excel.
Labels: QuickBooks Online. Reply Join the conversation. Level 6. What do you mean with "can only export to XLS"? Here's how to complete the process: Set up security settings in Internet Explorer.
In the Download company data section, select Learn more. Turn on suggestions. Showing results for. Search instead for. Did you mean:.
To export client notes To export client notes to a CSV file: From the main Client list, select the individual client name. Select the drop-down arrow next to Edit client. Select Export Notes. To export shared client documents To export shared documents for a client: From the main Client list, select the individual client name.
Select the Documents tab. To download individual documents, select the blue Download hyperlink on each file name or in the Action column , select Download. To download multiple documents, select the checkbox next to each document you want to download.
Select the arrow next to Batch actions. Select Download. The data is now exported to a zip file. Here's a step-by-step guide to help you get it done. First, make sure your data is clean and ready to be transferred to Quickbooks Online.
Wondering if you should convert from QuickBooks Desktop? When you import, your Desktop file will replace your Online file and overwrite any existing information. We suggest you keep your data file in QuickBooks Desktop and maintain your transactions on both sets of books until you determine QuickBooks Online is right for your business.
Some information may not be imported when you move your file. Make sure you're aware of the import limitations and feature differences between QuickBooks Desktop and QuickBooks Online. If you are using a QuickBooks Desktop version older than , download and install an updated trial , restore your company file, then use it for conversion.
If you've already turned on Payroll in QuickBooks Online, don't attempt to convert your file. Make sure all of your sales tax filings are current before migrating. We suggest you run a full trial balance in both QuickBooks Desktop and QuickBooks Online for the end of the current month, and then compare the balances. You may also see invoices and bills that were paid in Quickbooks Online but now show as awaiting payment in QuickBooks Desktop.
In this case, payments will need to be applied again and reconciled. Account subtype or detail type cannot be imported.
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