Thank you for joining the thread, MaggyMae. This is not what I want to happen to anyone when reaching out to our support. 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. Let me know if you have any other questions. 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. OK, I got the email saying my data is ready and to " I can't locate either the task or to-do item on my dashboard.
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 " Let me help you with this, Devlkat. 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:. No "destination location" question was asked of me during the my development of the request for a copy of my business data.
Can someone who knows where this feature resides in QB Online offer some assistance? 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 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.
Hello there, Devlkat. I know the urgency in transferring your data file to QuickBooks Desktop so you can start managing your company through it.
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. The gear icon still disappears when I click on it.
The data export link comes up as page not found. After reviewing this thread, since the steps provided by my colleagues weren't successful, let's try logging in to your account through Internet Explorer and then deleting the URL and copying and pasting it. Let me know if the steps above allow you to open up the export link. If you have any more questions or concerns, please don't hesitate to comment below.
Happy Friday! Thank you everyone, for your comments and helps. We are way past this point and are actually working smoothly in QB Desktop now. Thanks Again!!! Still unable to get my company data.
I have tried numerous times from numerous computers. Is it possible to get the data sent to me? I am wasting money trying to get everything transferred so I can switch. This is not even for my primary job. I really don't have time to go home after work and manually enter everything while also running my household that now includes supervising virtual learning.
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. Labels: QuickBooks Online. Reply Join the conversation. Feel free to leave a comment below if you have any other questions about exporting QBO transactions.
Have a good one! Thanks for joining this discussion, Ebyste00 ,. You're still able to access your reports within a year from the date of cancellation.
Your account will be available in read-only access so you can still export or backup the data for safekeeping purposes. If you're trying to cancel a trial account, your data will be available for up to 90 days. After cancelling your account, access it under the Cancelled Companies. This is how it looks like:. I'll be attaching some articles that you might find helpful before you cancel your subscription with us. Here are some:. If you want a third-party tool to backup your data, access our Apps Site to find the best tool for you.
Simply click this link then type "backup" in the search box. I'd like to make sure you're all set. If you have other questions or clarifications, feel free to connect with me anytime. I'll be more than happy to help. Have a lovely day! I am closing my company down and need to be sure I can still access all the relevant company data for the 7 years required by HMRC.
How can I do that? I need to retain all my business receipts which are electronically stored in QuickBooks Online as well as invoices. Day to day accounting involves entering invoices, bills, expenses, transfers and all other types of transactions that happen regularly in a business. Capture transactions that are not entered as part of the regular routine of entering transactions. To ensure that each account balance as represented by the chart of accounts is accurate which often requires adjustments.
A profit and loss report can be generated in the same way. Other reports that are referenced below including AP and AR Aging summary, inventory summary and detail, sales tax reports etc. It is a good idea to review all the reports available in QBO to which ones pertain to your situation and might provide insights and guidance on your business. When you have generated a report, pay attention to the date range and other options on the top of the report.
The balance sheet is where you can see a list of your asset, liability and equity accounts. They include the balances in your bank account, accounts receivable, inventory, fixed assets such as equipment and investments. Liabilities include amounts owing to suppliers, credit card balances, taxes payable, loans from banks and related parties.
The purpose of the year end closing is to review each account on the balance sheet to ensure that the balances are accurate. Bank and credit card accounts should be reconciled at the end of each period, ideally monthly, using the reconcile feature in QBO. For very small businesses with only a handful of transactions, the bank and credit card reconciliations can be done less frequently.
It is, however, essential that you do reconcile your accounts. A bank reconciliation does not necessarily mean that the bank balance on the balance sheet has to be exactly same as the amount on the bank statement; it just means that any reconciliation differences should relate to outstanding transactions such as cheques issued and not cashed or deposits made but not yet processed etc.
Accounts receivable balances should be compared to the accounts receivable aging summary to ensure that they match. Usually this is a result of entering a transaction improperly to the accounts receivable account such as through a journal entry without reflecting a customer. Additionally, review each customer balance on the AR aging summary and determine whether it is accurate of whether any amounts need to be written off or require further investigation.
Inventory balances should be compared to the inventory summary report in QBO to ensure that the totals match. Inventory items should be reviewed individually to determine if they need to be adjusted for obsolence or errors. Fixed assets such as equipment and furniture should be reviewed to determine if any have been sold or are no longer be used and should be written off.
It is important to keep track of fixed assets adjustments as tax treatment is often different from accounting treatment. An important year end and for some monthly adjustment relates to depreciation of fixed assets. See my article on how to record the journal entry for depreciation.
Investments, loans receivable, prepaid expenses, deposits and other assets should also be reviewed to determine if they are still valid and adjustments made if necessary. For example, you will frequently have a rental deposit that was applied by your landlord to a specific month but not reallocate from the deposit account to the rent expense account.
Undeposited funds , which is an account that is used to track deposits from customers, can often cause issues in QBO or any other accounting system as sometimes deposits are not correctly allocated to this account. Any balance in this account should only represent payments received from customers but not yet deposited to the bank account.
It is rare to have deposits that are older than a couple of weeks.
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