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Thanks for joining the thread, @kcscpa.
I'm happy to provide some insight into your question about transferring your client's date to Desktop. We are aware of an issue in which your Go to client drop-down doesn't appear when you use Internet Explorer. As a workaround, you can follow the steps below to get to the Export Data screen.
- Go to Sales, then Customers on the left menu.
- Find your customer in the list and click their name to open their profile.
- Go to the Bookkeeping tab and click the small QB icon to the right.
That's it! Now you can follow the normal procedure for exporting to QuickBooks Desktop.
If you have any further questions, feel free to let me know. I'll be here for you.