Kristine Mae
Moderator

Other questions

I know it's convenient if we can easily transfer the data files, Suzy6. 

 

Have you tried the steps provided by my colleagues? It helps you convert the file to the Desktop version.

 

Although, if you're able to try them already. I'd suggest reaching out to our customer care support. An agent can help you transfer the data. You can follow GraceC's steps on how you can get in touch with an agent. 

 

If the file is transferred successfully, please pull up the Profit and Loss and Balance Sheet reports on both programs. This way, we'll know if transactions are all imported or not. Then, you'll want to manually enter them in the Desktop version so they'll be balanced. 

 

We're just around if you need our help. Don't hesitate to reach out to us.