Export limitations when moving from QuickBooks Online to QuickBooks Desktop

Export limitations when moving from QuickBooks Online to QuickBooks Desktop
If you’re considering exporting list and transaction data from QuickBooks Online to another version of QuickBooks, we’d like to provide you with some detailed information, just so you understand the capabilities and limitations of the process.

For export steps, use this article: Visual guide to export.

Important: Please take careful note of the limitations listed below for the various list names. Most export errors are due to list names that are too long. If you have any list names that are longer than the limits described here, you must edit the items and shorten the names before exporting.

Size Limitations: There isn’t a known limitation of File Size (MB) for any file generated through the export process. As long as your system has enough disk space, is setup to where it will not sleep, or turn-off while idle, you should be able to export all data. The only size limitations would be the limitations of the Desktop program that you are trying to convert to. For list and item limitations for Desktop products see INF12412.
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Visual Guide to Export from QuickBooks Online to QuickBooks Desktop for Windows (Pro Premier)

Visual Guide to Export from QuickBooks Online to QuickBooks Desktop for Windows (Pro Premier)

If you’re looking to export your data from QuickBooks Online, here’s a quick visual guide for you to use.

If you’re having trouble installing the ActiveX control or getting error messages, or for more information on export, see article Exporting data with Internet Explorer 11.
Important:

Exporting is only supported from Windows computers running a 32-bit version of Internet Explorer 10 or higher.
Exporting data is only available for the US product at this time.
Mac Users: Exporting from QuickBooks Online to Quickbooks for Mac
You must be logged in as an admin user on both QuickBooks Online and Desktop for this process to work. Below is the image a non-Admin user will see when trying to export.
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Resolve a Balance Sheet out of balance (2014 and older versions)

Resolve a Balance Sheet out of balance (2014 and older versions)
QuickBooks Help
From the article: Your balance sheet (B/S), either cash basis (CBBS) or accrual basis or both, is out of balance and your Total Assets do not equal the sum of your Total Liabilities plus Total Equities (A <> L + E).

Why is this happening
This issue has three common causes:

Your data file is damaged.
You have entered or linked transactions that are not compatible.
If you are using multicurrency, check here before proceeding with this article. … and more


 

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Condensing your QuickBooks Desktop File for Import to QuickBooks Online

Condensing your QuickBooks Desktop File for Import to QuickBooks Online
QuickBooks Help
From the article: This article is to be used if you are attempting to import your data to QuickBooks Online and encounter this message:

We also recommend using this article to remove unused (inactive) list entries in your Desktop data before converting it to QuickBooks Online for a better experience. …and more

Related article: The Condense Data utility

 


 

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Amazon Buy QuickBooks Desktop 2017

QuickBooks Desktop Pro 2017 Small Business Accounting Software [PC Download] by Intuit

QuickBooks Desktop Premier 2017 with Industry Editions Small Business Accounting Software [PC Download] by Intuit

TRY QUICKBOOKS ONLINE FOR FREE

TRY XERO ACCOUNTING FOR FREE


The Condense Data utility

The Condense Data utility
QuickBooks Help
From the article: The Condense Data utility stream lines your company data file by condensing closed transactions into summary journal entries and removing unused list elements. The utility can create a journal entry for each month in the selected period. The summary journal entries affect your accounts in exactly the same way as did the detail transactions. … and more

Related article: Condensing your QuickBooks Desktop File for Import to QuickBooks Online

 


 

[wpedon id=”615″ align=”center”]

 


 

Amazon Buy QuickBooks Desktop 2017

QuickBooks Desktop Pro 2017 Small Business Accounting Software [PC Download] by Intuit

QuickBooks Desktop Premier 2017 with Industry Editions Small Business Accounting Software [PC Download] by Intuit

TRY QUICKBOOKS ONLINE FOR FREE

TRY XERO ACCOUNTING FOR FREE


QuickBooks file manager cannot upgrade files while QuickBooks is still running

QuickBooks file manager cannot upgrade files while QuickBooks is still running
QuickBooks Help
From the article: When running the Batch Upgrade Utility within the QuickBooks File Manager, the user receives:
Upgrade error

QuickBooks File Manager cannot upgrade files while QuickBooks is still running. Close QuickBooks and try again. …and more