Download qbo file

Connect with and learn from others in the QuickBooks Community. Join now. Level 1. Labels: QuickBooks Online. Reply Join the conversation. Level 8. Hi vanessacelina, Please go through the following articles which should clear your doubts.

Level 3. Login to your QBO account. Click the gear icon, select "Export Data". Level 4. Thank you for these tips, we will be working on this project next week and have heard many different scenarios. Anything additional we should know or do before getting started? Thanks for joining the Community, angie To use the export feature, you must be a Master Administrator, Company Administrator, or invited accountant.

Please use a PC with Internet Explorer 10 or higher. You must have a supported version of QuickBooks Desktop for Windows installed on the PC in which you are performing the export. For access to trial versions of the desktop program, for the purposes of export, see QuickBooks Desktop trial links.

As always, you can refer to this article for the complete steps and details on how to export the data file: Export data file from QuickBooks Online to Desktop Once done, run a Balance Sheet and a Profit and Loss report to ensure that the numbers match.

Anton Bondar. Level 2. Not applicable. Hope it helps. The "export data file from QuickBooks Online to Desktop" link does not work. Let's set up the security settings in Internet Explorer. Here's how: Right-click the Internet Explorer icon. Select Run as administrator.

Go to the Tools icon, then Internet Options. Select Security , then Trusted sites. Click Sites. Make sure Require server verification https: for all sites in this zone is unchecked. Close the Trusted Sites window. Make sure Enable Protected Mode is unchecked. 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. Level 6. What do you mean with "can only export to XLS"? Here's how to complete the process: Set up security settings in Internet Explorer.

In the Download company data section, select Learn more. Finish exporting your data. Verify your info exported correctly. Additionally, I'm attaching an article below to learn more about what will happen when converting company file: Limitations when you convert from QuickBooks Online to QuickBooks Desktop. Hello Mirriam, thank you for your suggestion.

Sadly i already tried this option i followed every single step but my screen looks like the picture i attached. Best Regards, Paul. QuickBooks Team. Hell there, qbaccpaul. Select your QuickBooks Product.

Choose your QuickBooks version. On the Contact Us page, click a topic. Click on the Get Phone Number button to see the support number Please don't hesitate to reach out to me if you have additional questions or concerns. Labels: QuickBooks Desktop. Reply Join the conversation. Downloading bank transactions Hello meshmash , Welcome to the Community. Sign in to your bank account using your normal process. Download your transactions as a QuickBooks Web Connect.

Select the QBO file you saved, then select Open. Choose the bank account. Click Continue , then select OK. Go to the Bank Feeds Center to review your transactions.

Downloading bank transactions I am trying to download bank data to Quickbooks online. Downloading bank transactions What would it take to download information from of my bank account?

Downloading bank transactions How can I have this information downloaded to my quick books online account? Level Downloading bank transactions BWC1 Check with your bank, which file format of bank statement they can provide. QuickBooks Team. Downloading bank transactions Hello there, BWC1. I can show you how to import your bank transactions.

Go to the Banking or Transactions menu. If you have the icon, it means the account is online linked to direct download. You need to disconnect first to import a QBO file. Check there is no yellow icon after the change. After disconnecting the account from online services, you can import a QBO file.

And select an existing account to import transactions. Then click the 'Continue' button.