Yes, there is important information to know before exporting data file from QuickBooks Online to Desktop. Thanks for joining the Community, angie333. It would have saved me HOURS had steps 1 - 3 above been included in the instructions AT the QBO account.

Click the gear icon, select 'Export Data'.įrom that point forward, it is pretty self explanatory, and by following the on-screen instructions you should have your desktop backup/working file in no time. To turn off the pop up blocker in IE, go to the tools icon, choose Internet Options. Attempting to do this AFTER logging into QBO and while you're in the process of converting will serve only to lock up the QBO website! AS SOON AS YOU OPEN Internet Explorer, BEFORE you login to QBO, you MUST turn off your pop-up blocker. Also of note, you MUST USE IE for this process. Do this the same way as above for QB Admin Mode. Open Internet Explorer in ADMINISTRATOR MODE! (again, key and not mentioned by Intuit). To do this, right click the QB desktop icon, and click 'Run as administrator.' If a company file opens, close it so that you are at the main QB screen to choose what company to open.Ģ. Open your desktop QB in ADMINISTRATOR MODE! (this is KEY and not mentioned ANYWHERE in the QBO instructions as you are creating/downloading/converting the file!). Here is what I finally figured out, that NONE of the Intuit dialogue boxes or 'help' will tell you.ġ. In the past, this was a rather SIMPLE task! NOT anymore. That said, attempting this yesterday (08/01/18) caused much frustration and ultimately I gave up for the day. It has been months since I needed to get a backup of a client's QBO or convert a client to desktop.

Convert quicken 2004 to 2018