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Ok Privacy policy. 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. 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. 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. Try again with a different browser. Accept the Terms of Service and select Sign In. Drag and drop your file or select Browse your device to find your file.
Select Upload.
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