How to download a qbo file to qb desktop

For more details, check out this article: System Requirements. Then, complete the exporting process. Please take note that there are limitations when you convert from your client's online version to desktop. This ensures your financial reports are accurate between the two versions. To help you get started in using the desktop version, just go to this link: QuickBooks Basics.

I'll be right here to help if you need anything else. Wishing you and your business continued success with QuickBooks, Garryajones. Is this correct? Just a heads up, the data to be transferred will be compressed.

Also, not all the information will be carried over to Desktop. To convert, just click the Gear icon, and then select Export Data. Afterwards, select Going back to QuickBooks Desktop. Then, click Continue. Here's an article that has the list of limitations when converting data: Limitations when you convert from QuickBooks Online to QuickBooks Desktop. I've tried over the course of a week to follow these steps. Each time I make it as far as clicking the gear icon and the gear icon disappears or the page never finished loading.

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. Help articles. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. 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. We are here at Dancing Numbers available to assist you with all your queries.

To fix these queries you can get in touch with us via a toll-free number or chat with experts. Now select the saved QBO file and click on Open.

Now switch to single-user mode from the file option and click on export and export the data to excel and at last click on OK. QBO file is nothing but a kind of web file used by QuickBooks software, it comprises the electronic bank statement that is downloaded from the online banking website. Both the files are used to exchange financial information over that internet by QuickBooks.

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity. We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time. You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc.

After that, apply the filters, select the fields, and then do the export. To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it. In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.

For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data. Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.

You can even get the benefits of anytime availability of Premium support for all your issues. Let's return to selecting a Bank Account. You can have any name here, even if you are importing, let's say, for Capital One. You could have here Wells Fargo. It's fine because the Bank Label is no an important Label. The Account type is more important, you must match what you importing for. You are importing for Bank Account, then it has to be Checking or Savings.

The Account number is important to check because if you are importing for this or that account, that you used incorrectly, you specified for the QBO file correctly.

You may never use the option 'Create a new Quickbooks account' because you can not move transactions from one account to another in Quickbooks, as in Quicken. Unless you really creating a new account, then you would use this option to create a new account and import transactions there.

But mostly you created that account before when you set up Quickbooks. And you will see here only accounts matching this Account Type. So if it is a Checking Bank account, then you would see only Checking accounts. In this example, we will use the 'Checking Wells Fargo Bank' account. Select the Bank Account and click the 'Continue' button. Now your Web Connect data has been successfully read into Quickbooks.

Click the 'OK' button. So, the first part is done. The account we import into got back yellow strike icon. It happens when you import a QBO file. BID value. BID value, same Account Type, Quickbooks will not ask you to select an account and will import directly into this account.

If you need to import the QBO file with another Account ID, but into that account for whatever reason, you have to disconnect it first. And then continue with that QBO file. In the second part, you have to review transactions. Pay attention to the Account ID. You have to match each transaction to Vendor Record. For example, figure out 'No payee' what it is?

Then go to 'Account Settings' and tell which expense account to prefill when you enter bills for this Vendor. Let's select 'Office Supplies'. So, we have the 'Office Supplies' account prefilled.