On the other hand, our engineers are now working with transferring this ability to the supported browsers. Let me know if you have any other concerns about this. I'll be more than happy to help.
Take care! My firm is on the accountant QBO. We have various client under our firm. Therefore when I log in to the account using the internet explorer, it does not let me switch to the specific client account. I can do that if I log in using Chrome. Do you know why? If you don't have time to explore the allternate method, consider purchasing a 3rd party conversion service instead. Hello there, Garryajones ,.
With this, you're unable to switch to the specific client's account using IE. 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. 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:. 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. You can send us any kind of file. If you have to send us your QuickBooks Desktop data file, make sure you make a backup. If you upload a file with the same name as an existing file, it'll overwrite the original one.
Change your file name or create a folder instead. QuickBooksHelp Intuit. Learn how to upload or download your file s to and from Intuit Customer File Exchange.
Step 2: Upload your file s or documents You can send us any kind of file. Some data may come over that isn't readable in QuickBooks Online.
That also means the Online Backup and Restore feature won't save it. This is very uncommon, but if you see an error message during the backup, select the Contact us link in the app. We'll work with you to fix the error and get the data into QuickBooks. It's also very uncommon, but you may see new journal entries on your balance sheet.
The tool may create journal entries when it can't read your data to make sure everything stays balanced. You may see these journal entries if you:. QuickBooksHelp Intuit. Step 1: Create blank a company file Let's create a copy of Company A.
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