QuickBooks Online is a popular choice for small and medium businesses, thanks to its cloud-based access. However, some users may prefer the desktop version for its features and offline capabilities. Converting QuickBooks Online to QuickBooks Desktop may seem like a daunting task, but it can be done seamlessly with the right approach. In this blog, we’ll cover the steps involved in converting QuickBooks Online to Desktop, along with troubleshooting tips for potential issues.
Why Convert QuickBooks Online to Desktop?
There are several reasons businesses choose to switch from QuickBooks Online to Desktop:
- Offline Access: QuickBooks Desktop allows you to work without an internet connection.
- Advanced Features: Some features, such as job costing or inventory management, are more robust in the desktop version.
- File Ownership: You have full ownership and control over the company file in QuickBooks Desktop, unlike the cloud-based version.
Steps to Convert QuickBooks Online to Desktop
Follow these steps to successfully convert your QuickBooks Online data to QuickBooks Desktop:
1. Prepare QuickBooks Desktop and Internet Explorer
- Ensure that you have installed the latest version of QuickBooks Desktop. Download and install the latest updates for a smoother conversion process.
- You will also need to use Internet Explorer, as QuickBooks Online exports data only via this browser.
2. Log In to QuickBooks Online
- Open Internet Explorer and log in to your QuickBooks Online account.
- Use an admin account to make the data export possible.
3. Initiate the Export Process
- Go to the Gear Icon in QuickBooks Online and select Export Data.
- Follow the on-screen prompts to prepare the data for export. Choose Local Backup to initiate the transfer to QuickBooks Desktop.
4. Install ActiveX Control
- When prompted, install ActiveX control in your browser. This component is necessary for the conversion process.
5. Download the Company File
- Once the ActiveX control is installed, download the company file and save it to your local computer. Ensure the file is saved in a location that’s easy to access.
6. Open the File in QuickBooks Desktop
- After the download completes, open QuickBooks Desktop. Use the Open or Restore Company feature to load the file you just downloaded.
Troubleshooting Common Conversion Issues
Even though the conversion process is straightforward, you might run into issues. Here are some solutions to common problems:
1. Conversion Tool Not Appearing
- If the option to export to QuickBooks Desktop doesn’t appear, check that you are using Internet Explorer, as other browsers are not compatible with the conversion process.
- Ensure that ActiveX is enabled in your browser settings.
2. Data Corruption
- If your data doesn’t transfer properly, it might be corrupted. Try exporting a smaller data set to check if it’s a file size issue.
- Ensure QuickBooks Desktop is fully updated to avoid compatibility issues.
3. Missing Data After Conversion
- In some cases, not all data converts. You can manually review transactions and data, such as customer or vendor information, to ensure it has transferred.
- Perform a reconciliation after conversion to verify balances match between QuickBooks Online and Desktop.
4. Error with ActiveX Installation
- Sometimes, ActiveX fails to install correctly. If this happens, clear your browser cache or reset your browser settings and try again.
Conclusion
Converting QuickBooks Online to Desktop may seem like a complex process, but by following these steps and addressing common issues, you can transfer your data efficiently. Remember, always back up your data before making significant changes. If you encounter any challenges, reach out to QuickBooks support or consult with a certified QuickBooks expert for assistance.
More Helpful Link -
https://community.clover.com/questions/68617/-instant-help-quickbooks-payroll-support-number.html
https://community.clover.com/questions/68411/how-do-i-get-in-touch-with-the-quickbooks-payroll.html
https://community.clover.com/questions/68411/how-do-i-get-in-touch-with-the-quickbooks-payroll.html
