In a world where so many videos are outdated and useless, you are a gem! Thank you for spending the time to put together a video that really answers the questions we'll run across. Thank you!

@StephenRobertsMyFrontDoor

Жыл бұрын

I was disappointed with QB in that the payroll information isn't transferred as payroll, but that certainly isn't your fault. Your advice was spot on and made the process work seamlessly :) Thank you.

I love Desktop !! I did online for client as was wondering why did not work the same. Thx for letting me know they are not identical products. I got certified in desktop by online is my 1st love !

Intuit -QuickBooks management needs to pay you on monthly basis for these simple and informative videos. Cheers!!!

Thank you so much for an invaluable video! I just converted a new client to QB desktop and could not have done it without your video. Your instructions were clear, specific and accurate. Wonderful!!!!!

@HectorGarciaCPA

Жыл бұрын

Awesome

Hector, I have not needed training for a while now, but this was so helpful, and hearing your voice again was like visiting an old friend!! FYI: My P&L matched to the penny.

@HectorGarciaCPA

4 ай бұрын

Awesome :)

You're a LIFE SAVER! I've been shuffled back and forth between QB online and Desktop help for two weeks trying to get a backup. First they tell me since I'm not on "Advanced" I need to upgrade my subscription another $950 to get a "back up" button. Then they tell me have to add Rewind third party app to do backup (which doesn't do employees and/or payroll) for another $14+ subscription per month. Thank goodness I stumbled upon your video because I was about to quit my 23 year tenor over this QB nightmare. Thank you

@HectorGarciaCPA

5 ай бұрын

Its very messy sorry

@LexisNanaK

5 ай бұрын

Sadly, I keep getting an internal error at 57% upload when I get to the Importing data to QB Desktop via the migration tool. I know this video is dated, do you think QB corrupted the link to prevent transfers or something? I've tried multiple times over the last week and cannot get this to import fully.@@HectorGarciaCPA

@wibwobjenkins6377

4 ай бұрын

​@@HectorGarciaCPA hi sorry about this but do you know If QuickBooks online quick start subscription has the ability to get this desktop app? I got to that page for the download and it looks different, in the right place but different, just trying to help my mum and I'm worried she'll have to upgrade? Thanks.

Thank you so much. Quickbooks makes everything hard anymore, and your video saved my day.

@HectorGarciaCPA

4 ай бұрын

Thanks, happy to help

Hector, Your video was absolutely the saviour of my day. Thank you very much for sharing your method. Without this video, I would have re-entered a years worth of data. Have a terrific New Year.

@HectorGarciaCPA

Жыл бұрын

Thats great!

Thank you very much Hector for this excellent resource. It has been very useful for me. Explained in simple language that any user can understand and works perfectly. Again, thank you very much for your valuable help. GOD bless you !!!

@HectorGarciaCPA

3 ай бұрын

You are welcome

Thank you. Just followed your video while in parallel did the migration. Worked OK.

@HectorGarciaCPA

2 жыл бұрын

Great

Good information. Thanks Hector!

Thank you Hector. Great job explaining. Worked for me

@HectorGarciaCPA

Жыл бұрын

Perfect

Great Video!!! Was was able to complete the migration to desktop. I was only $200 off and I found it right away. Thank you so much.

@HectorGarciaCPA

5 ай бұрын

Cool!

This video SAVED me. Thank you so very much!

@HectorGarciaCPA

5 ай бұрын

:)

I was getting an error after clicking "Import data" that said "We're unable to create a new company file." After doing some research, I learned this error happens if you were previously in a company file as a multi-user. I was able to do the following: Open any company file in your QuickBooks Desktop version. Go to the File menu and click Switch To Single-User Mode. Go to the File menu and click Close Company to return to the No Company Open screen. I then went back and clicked 'Import Data' again and it worked without getting the error! Just wanted to share in case anyone else had this issue. Thanks for a great video!

@HectorGarciaCPA

4 ай бұрын

Thanks

Thank you!! Super bien explicado!!!

@HectorGarciaCPA

Жыл бұрын

:)

Thank you for sharing this video!!!!😊

@HectorGarciaCPA

11 ай бұрын

Thanks for watching it

this was an excellent explanation. I was totally successful. Thank you so much

@HectorGarciaCPA

Жыл бұрын

Great

Thank you for the helpful video!

@HectorGarciaCPA

4 ай бұрын

Sure, my pleasure, happy to help!

Hello Hector, which qb you would recommend for small bookkeeper and startup accountant office.

When I got to Step 2: Select your Data - there is no back button or continue button. Does anyone have any idea why? I'm stuck.

Hector, once you request the data about how long does it take to get the email from Intuit. I have a very large QBO file.

@HectorGarcia How can you migrate from International QBO Essential to desktop? Cannot find a migration tool.

@HectorGarciaCPA

Жыл бұрын

No clue, i dont use the international edition

I have a mac. Anyway to convert a clients QBO file to our QBDT housed on a server?

@HectorGarciaCPA

Жыл бұрын

You can only backup to QB desktop for windows

This worked almost perfectly!! A couple things on the balance sheet off but was able to correct with a journal entry! I cannot thank you enough for this video! Do you have a venmo so I can buy you a cup of coffee....or 10! THANK YOU!

@HectorGarciaCPA

Жыл бұрын

Glad it worked for you.

Which version is for real estate - buy sell (long and short lease ) business?

@HectorGarciaCPA

2 жыл бұрын

QBO plus or any Desktop version

Great video, thanks much! I have desktop 2019 and don't want to buy a new version. Can I export my QBO Advanced account to 2019?

@HectorGarciaCPA

Жыл бұрын

I dont know

@annelabelle7453

Жыл бұрын

@@HectorGarciaCPA No, I can't

Good evening, Am I able to only move our invoices from QBO to QBDT on a daily basic , due to we want to run our statements in QBDT since QBO does not allow us to modify them how we want.

@HectorGarciaCPA

3 ай бұрын

There is no simple way to do that

@HectorGarcia - excellent video Hector. I have a sister with a lawn service business whom I was looking over the financials for. Her P&L statement shows COGS for lawn materials and supplies like trees, shrubbery, hay, etc, however, there's no inventory on the balance sheet. We want to do a conversion from QBO to QBD, but I am a little concerned she will run into similar issues with things not balancing because COGS has no related inventory account. First, is that correct for a lawn service business, second, should we be concerned about the reporting reflecting no inventory on the books and interfering with cogs account during conversion?

@HectorGarciaCPA

2 жыл бұрын

Its probably correct as small businesses generally don’t track inventory as they are not obligated to do so for tax until they meet the $25mm annual sales threshold. She could enable inventory if she wants, but will probably be too much work to manage

@angeliawhite1586

2 жыл бұрын

@@HectorGarciaCPA Much respect! Thank you for replying.

Do you have a video for exporting to QB desktop on Mac?

@HectorGarciaCPA

6 ай бұрын

You cant, there is no mechanism for that

Great videos!!! Thanks!! Question... So Ive been using Desktop Pro since like 2004. Im on 2022 Desktop pro now! QB Now requires a yearly sub to desktop as I found out. Im considering converting to QB online. I have been playing around with the sample online company QB Online Plus. I cant see spending the extra $$$ on advanced for the small differences that I can take advantage of. Im a small company and there are quite a few changed that maybe I can work around? or should I stick with Desktop??? The few things that are different are: On desktop Vendors: receiving items before getting the invoice. I have a custom invoice that I've been using forever and the invoice templates in the online are really not that customizable! Ive noticed the packing list is not customizable as well. Ive also noticed the memorized reports dont carry forward to the online version. And Some of the reports that Ive been using on desktop have the columns added up. With online I have to export the report to excel and sum up the column. Anyways...whats your suggestion/Opinion for going from Desktop to Online??? Thanks!!!

@annafast1519

Жыл бұрын

Nothing in QBO is customizable, that really sucks! And if you link a bank account, you're always going to some doubles of transactions, that also sucks because you then have to deal with deleting the extra ones. And the reports- not even close to the desktop version!! And just as you will lose data in migrating back to desktop, your data gets screwed up when migrating to QBO. Food for thought

I was so excited when I first saw this, so I did the export and ever since I been having trouble with my invoices,payments merging to my merchant account. I don’t recommend doing this.

@HectorGarciaCPA

5 ай бұрын

What you end up doing?

I am using the basic version of Online and want to migrate to my 2019 version desktop that I already own. Do I need to upgrade the desktop version?

@HectorGarciaCPA

Жыл бұрын

2019 should do it. And if it doesn’t Intuit should help you with the migration

@dwood1546

Жыл бұрын

@@HectorGarciaCPA Thank you!! After I posted my question, I got on Intuit support and they said 2019 was too old to migrate at all. Is there something you know otherwise? I really don't want to keep paying the monthly!

Muchísimas gracias de antemano, me gustaría Quickbook online

@HectorGarciaCPA

2 жыл бұрын

Que bueno.. espero que te funcione

Good evening, what if the Grant Certificate does not open in QBDT

@HectorGarciaCPA

2 ай бұрын

No clue

@HectorGarcia - thank you so very much for this video! I have only one client using Essentials on QBO and was looking for how to transition them back to desktop. This worked great. I do have some discrepancies though and would appreciate your help (if possible). The discrepancies don't appear until 2013-2012-2011-and 2010. I'd like to have my new Desktop file be the same as QBO, but I'm not absolutely sure how to make the corrections. Is the best practice to do a journal entry in the new QBDT file for each years discrepancies (EXPENSE (debit) offset to RETAINED EARNINGS (?) or ? I haven't done many Journal entries, usually leaving up to the company's CPA, but want both files to equal, so that I can have a QBDT backup file of all the prior years.....and then cancel the Essentials subscription with QBO.

@HectorGarciaCPA

2 жыл бұрын

Making journal entries to get it to match is the only practical way to fix it

@natalieahlstrom4045

2 жыл бұрын

@@HectorGarciaCPA thanks. I just wanted to be sure I was doing it correctly. To Retained earnings correct?

Hi Hector. Any way to get info for Mac Desktop???? I don't have windows computer. Need to convert to desktop.

@HectorGarciaCPA

10 ай бұрын

There are no tools to go from QB online to mac

Can I import the data from QB online to my already existing QB Desktop company?

@HectorGarciaCPA

Жыл бұрын

No

Nothing happens when I click on the "Get Started" button. I'm trying to pull 5 different files from QB online, and 3 of them have worked, but 2 have not. Any suggesstions?

@HectorGarciaCPA

Жыл бұрын

I would call tech support

How do I transfer QB online [advance] subscription to NEW QB online [advance] subscription under the same account? I followed the steps QB gives, but it doesn't allow me to copy the company file? can you offer a solution?

@HectorGarciaCPA

2 жыл бұрын

You need to create a new company file (account), but you can use the same login

I currently have data in my QB desktop, once I migrate the data from Online, will it wipe out that data?

@HectorGarciaCPA

Жыл бұрын

It wont

Thank you for this video. I have a question how I can share the company QB Desktop file to my client after I've done the migration. Can I copy the company file to QBox so that my client can open her QB Desktop company file from QBox? Does my client need to purchase the QB Desktop subcription before I help her to covert from QBO to QBD? Thank you!

@HectorGarciaCPA

9 ай бұрын

Both need to own a license of Desktop. Yes QBox works well !

When i go to this link in my quiqbooks all i see is this "You can also export reports to Excel to get data out of QuickBooks Online Essentials". I dont get the window you get on your screen.

@HectorGarciaCPA

10 ай бұрын

Are you copying and pasting the URL unto the URL?

will the quickbooks online file still be useable after doing this?

@HectorGarciaCPA

6 ай бұрын

Yes. Until you cancel the subscription

my desktop migration tool won't open, how do I get it to open?? it says it installed but if I go to the list of Apps in windows, all I get is the installer, which tells me to repair it!

@HectorGarciaCPA

11 ай бұрын

Restart the computer… maybe

Payroll data did not transfer. Paychecks are in ledger but no payroll data is available after importing the file.

@HectorGarciaCPA

Жыл бұрын

Yes that happens

Hector, I've used QB Desktop for years. But, I recently hired a monthly bookkeeper through Intuit and we had problems getting things synced. So, I switched to Online. Online is not for adults. If I need to move back to the desktop, where can I get one-on-one help for that? Thank you, Rod

@HectorGarciaCPA

Жыл бұрын

Paid help, you can hire any Certified QB ProAdvisor… free help, you would need to call tech support and prepare for a whole day of wasted time.

If a client already tried to do this themselves and messed up. Is there a way to back everything out of Desktop and redownload the QBO file?

@HectorGarciaCPA

Жыл бұрын

Yeah within 60 days of acct creation

@leannramosbookkeeping3537

Жыл бұрын

@@HectorGarciaCPA Thank you so much for the quick response! If it was already gone passed the 60 days and they no longer have access to their QBO account, how would you go about finding the difference?

@HectorGarciaCPA

Жыл бұрын

@@leannramosbookkeeping3537 I would create a new account and convert it from desktop. Its a nightmare to find differences

I converted qbo to qbd with the help of this video, a few customers and their transactions didn’t go through. Is there a way to fix this? Or a solution to fix this customer’s before converting again?

@HectorGarciaCPA

2 ай бұрын

its a manual process to fix

@berlspitzer

2 ай бұрын

Intuit figured out the problem it was because I had by those customers phone number a lot characters so that customers didn’t go through. But being on the phone with intuit was way more time that it would take me to enter manually. Lol! Thank you.

Thank you for this video. I will be attempting to convert our QB’s online business to desktop. Once I export the data from online, will that online information remain unchanged so I can run the online and desktop parallel for a month?

@HectorGarciaCPA

2 жыл бұрын

Yeap, you can run parallel. But you will not be able to “import the changes” later on

@sheryltutolo6178

2 жыл бұрын

@@HectorGarciaCPA Perfect! Thanks for your help.

@sheryltutolo6178

2 жыл бұрын

One more question…So, we had a business using desktop. Then we went to online. We want to bring that business back to desktop and stay there. In your video, you mentioned that no company should be open when exporting the data. Does that stand true if the business is still on our desktop but hasn’t been updated since going online (about 2 years ago)?? Hope this doesn’t sound too confusing.

@joannkirkpatrick5585

2 жыл бұрын

@@sheryltutolo6178 what was your outcome on this? I want to move nack from on line to desk top but seems as they are having issues helping me do this

@natalieahlstrom4045

2 жыл бұрын

@@sheryltutolo6178 I don't know if Hector answered this for you, but I would think that it would probably be best to create a new company file rather than use the one that is existing on your desktop computer, just my opinion.

I’m looking to convert from QuickBooks enterprise to QuickBooks online but I feel that QuickBooks online has limitations my QuickBooks Enterprises from 2011 and then I do not need such a system can I convert from QuickBooks enterprise to a regular QuickBooks online that has the same features of interacting with the bank?

@HectorGarciaCPA

4 ай бұрын

Enterprise is a lot more powerful in inventory stuff

Getting this when I click the link kindly assist .... 'You can also export reports to Excel to get data out of QuickBooks Online Plus'

@HectorGarciaCPA

Жыл бұрын

If you are outside the US, there is no mechanism to copy to desktop

@asimovnicholas471

Жыл бұрын

@@HectorGarciaCPA damn....that sucks

Do you know if this works the same if restoring to Desktop Enterprise Cloud edition?

@HectorGarciaCPA

9 ай бұрын

Similar workfloe

@Tecsmart18860

6 ай бұрын

Good morning Hector and Happy New Year. I just completed "attempted" to complete conversion from Online to Desktop. Looks like most converted with the exception of the income. Doesn't appear any invoices came over to desktop. Any suggestions?

@HectorGarciaCPA

6 ай бұрын

@@Tecsmart18860 its a black box… we have no control over what comes and what doesn’t… is very frustrating:(

I am trying to import data from QBO to QB desktop for the purpose of exporting to TurboTax. I have downloaded a trial of QB desktop as the QB instructions say to do. The glitch I have is I am unable to get the "no company open" option that you show. Any thoughts about what I may be doing wrong? TIA

@HectorGarciaCPA

3 ай бұрын

No thoughts.. i would contact tech support

When I type in the url the export overview comes up but it does not display the steps. It only says "You can export reports to Excel and get data out of QuickBooks Online Plus".

@HectorGarciaCPA

Жыл бұрын

US version?

@user-gq3hw3kq4x

Жыл бұрын

@@HectorGarciaCPA No, Canadian.

We want to move back due to lack of customizing user preferences, but now our file size is too large, but can't find a way to decrease the file size. We reduced our export date to one month, still too large. Any services out there that you are aware of to accomplish this?

@HectorGarciaCPA

10 ай бұрын

I dont know of any

Hello, the link does not work anymore. Any other way to export all data? We have had a nightmare with QB online reconciliation and have decided to go back to desktop after 5 months of trying it out.

@HectorGarciaCPA

10 ай бұрын

Its the only way

Help!!! My export overview is empty......

@HectorGarciaCPA

2 жыл бұрын

Contact support

When I click get started, chrome doesn't go anywhere....any ideas?

@HectorGarciaCPA

10 ай бұрын

No… try another browser

When I enter this URL I don't get the same screen it just says "You can also export reports to Excel to get data out of QuickBooks Online Essentials" Any idea why it would be different?

@HectorGarciaCPA

2 жыл бұрын

Hum… no clue.. are you logged in as admin?

@michelledavison1454

Жыл бұрын

@@HectorGarciaCPA I am running into this same problem. Yes, I am signed in as the only user "primary admin". I am using Quickbooks online plus.

@arthurloefstok3936

Жыл бұрын

I'm also getting that screen, any fix?

I am getting the import, but every time it stops at 86% and gives me an error "Internal error: Unknown exception". Has anyone had this? I can not get past this point.

@HectorGarciaCPA

Жыл бұрын

This happens… there is no known solution. You need to contact support and cross your fingers they can help

Will this work in UK?

@HectorGarciaCPA

Жыл бұрын

I dont know how it works in the UK

For some reason this didn't work for me in 2022, or even this year, it always downloads a blank file 0 bytes

@HectorGarciaCPA

Жыл бұрын

Yeah. Sometimes is problematic. And Unfortunately getting support from Intuit in this area is really hard

👍👍👍

I keep getting 1009 Internal Error Unknown Exception after I complete the certificate. It does not actually download any data.

@HectorGarciaCPA

Жыл бұрын

You need to contact intuit

@Honestcritic79

Жыл бұрын

Try to make sure you open both the migration tool and quickbooks desktop as administrator (right click the apps and click run as administrator). Also, just keep trying to open them multiple times, it is random sometimes where it will give you an error but randomly get through on like the 3rd of 4th try.

the url is not working for me what else shall I use

@HectorGarciaCPA

Жыл бұрын

Only works in US

Question? I used the migration tool as described, and it took about 45 minutes to download and I hot an email from intuit, that the file was ready to download. I did everything as described, but there was absolutely no information in the new 2024 QuickBooks Pro? What could of gone wrong? What now?

@HectorGarciaCPA

Ай бұрын

Could be that you logged into the wrong account

@TheSkiptheplumber

Ай бұрын

I only have one account

@TheSkiptheplumber

Ай бұрын

Followup; Deleted all previous trys and started off with a fresh all new start as described by your tourtorial and everything is there. Thank you very much, Skip Caster

@HectorGarciaCPA

Ай бұрын

@@TheSkiptheplumber great

It doesn't work anymore. Nothing comes up when the link is pasted.

@HectorGarciaCPA

2 жыл бұрын

You need to be logged in first and on a desktop browser .. otherwise it wont work

The link is not working. QB on-line page not found. Tried in Chrome and Edge. Does anyone have an update on the URL?

@HectorGarciaCPA

10 ай бұрын

Its USA only.. are you outside US?

@slingermusic2983

10 ай бұрын

Hi Hector, thanks for reply. No, I am in US and not behind a VPN.

@slingermusic2983

10 ай бұрын

Hector, I tried again and it worked this time. I'm so sorry to trouble you. Maybe I had to close my browser to clear the cache. Anyway, I downloaded the tool and I'm going to review your video again. Thank you very much!!

@HectorGarciaCPA

10 ай бұрын

@@slingermusic2983 just rested on my side, and the "Export Overview" page shows just done. same URL: app.qbo.intuit.com/app/exportqbodatatoqbdt

How do I find the migration tool?

@advancechiropractic8055

Жыл бұрын

Never mind. It was an issue with my computer that my son resolved.

@HectorGarciaCPA

Жыл бұрын

Great

I click on Get Started and it does nothing.

@HectorGarciaCPA

9 ай бұрын

Sometimes it glitches out. What did Intuit support say?

Buenas tardes Héctor, tengo una pregunta. Estamos trabajando con Quickbook online, tengo una compañía, pero estoy bajo la cuenta de un advisor de Quickbook, ya no quiero estar bajo su cuenta, sino que sea directo de nosotros. Cómo puede usted asesorarme. Puedo trasladar toda mi información al nuevo programa? Sin que se pierda nada?

@HectorGarciaCPA

2 жыл бұрын

Lo mejor es pedirles a ellos que te pasen a “Client billed” y te hagan a ti al master Admin, y pagas tu la cuenta

this isnt working for me, im in canada

@HectorGarciaCPA

Жыл бұрын

My videos are USA focused

When I enter this URL I don't get the same screen it just says " 404 page not found

@HectorGarciaCPA

2 жыл бұрын

You need to be logged into QBO first

@rayfash337

2 жыл бұрын

@@HectorGarciaCPA Yes I logged in first before inputting the link

@HectorGarciaCPA

2 жыл бұрын

@@rayfash337 you in the US?

@rayfash337

2 жыл бұрын

@@HectorGarciaCPA Nigeria

@HectorGarciaCPA

2 жыл бұрын

@@rayfash337 my videos are meant for US only... I do not know how things work outside of US

Oh I got really excited until I realized the link no longer works. For 2023

@HectorGarciaCPA

9 ай бұрын

It works

I HATE QBO! I only used it for 3 months. It is awful. I'm trying to get my files from online and load them back into desktop

@HectorGarciaCPA

9 ай бұрын

Many people coming from Desktop dislike QBO; it happens :(

can you help me with moving QuickBooks online to a new QuickBooks online account

@HectorGarciaCPA

5 ай бұрын

That’s not easy to do