This month there has been a lot of conversations about QuickBooks Online backups and it had me wondering what was available within QBO. As an online product, QuickBooks Online receives constant updates. These updates are often in response to user needs and trends. This means as market demands change, so to, do product features. Therefore, I was pleased to see Intuit has updated the built-in exporter tool to include more options.
During the exporter process, a prompt will ask, why are you exporting data. These types of poles help Intuit determine which features are essential. If you are exporting to make an archive of the data, be sure to give feedback.
Recent feedback question added to QBO let's user give Intuit information about 'why' they are exporting data.
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Here’s how to export data out of QuickBooks Online
Start with the Gear Icon and then choose Export data. This will launch the Exporter options.
Illustrated steps in exporting data from QBO.
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- Choose reports or lists
- Enter the date range to export
- Turn on or off each selection you want to export
- Select export to excel
Illustrates the 'zipped files' exported from QBO.
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The desired files will be exported into a 'zip' file (shown in the illustration above).
QBO displays a confirmation that the data has been exported.
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If you only want to export Customers, Vendors and/or Employees choose lists (as shown below). As a default, when exporting reports, lists will also export unless you move the sliders to the off position.
Control what you export by turning on or off the information you do or don't want.
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Converting from QuickBooks Online to QuickBooks Desktop
If you are interested in converting to QuickBooks Desktop or making a QuickBooks Online backup, you can click each option for more information. By choosing Moving to QuickBooks Desktop, a link to the QBO converter tool will open with more details. There are several things to know about converting to QuickBooks Desktop from QuickBooks Online using the converter tool; one is the converter tool works best with Windows 7 another is you need to use Internet Explorer.
For more details about converting your QuickBooks Online data to QuickBooks Desktop, you can read the resources provided. Limitations when converting your QuickBooks Online data to QuickBooks Desktop.
2-methods for Converting from QBO to QuickBooks Desktop
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There are several actual QuickBooks Online backup options (Backup Circle, Rewind, and SafetyNet) currently available in the App Center. There are also apps to bulk export your QBO data including CDATA for QBO and QXL for QBO just to name a couple. You will find these backup and data export apps at the Intuit QuickBooks Apps Center. Recently, Murph wrote about the three Backup apps, here is a link to his article if you want to read more.
A Note from the Editor:
It seems hard to believe but at the time of publication the QBO website does in fact advise that to use the 'Download to QuickBooks Desktop from QBO' option you must still be using Windows 7 and Internet Explorer 11 (32-bit) or earlier. As most of you know 'Windows 7' was dropped from Microsoft Windows support on the 14th of this month (January, 2020) and in fact Intuit announced that they would no longer support Intuit products running under Windows 7 as of that date.
I looked 'high and low' in QuickBooks Online Help to see if there had been any alteration of this requirement since January 14 and found nothing. Obviously Intuit and QuickBooks Online Support need to address this issue immediately because to require use of software that is no longer supported by either the software developer, or themselves, poses a serious risk.
William Murphy, Sr. Editor