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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
DebSheenD
QuickBooks Team

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Hello there, @LPOP.

 

I'm sharing information about switching back to QuickBooks Desktop (QBDT) from the Online version and help you run a report with memo/description in QBO.

 

To show the memo/description when viewing, you can pull up these Transaction Detail by Account, Transaction List by Vendor, and Transaction List by Customer. 

 

Here's how:

 

  1. Click Reports in the left panel.
  2. Search and select the Transaction Detail by Account in the search field.
  3. Click Switch to classic view, select the small Gear icon inside the report.
  4. Under the change column tick the box for Memo/Description.


Since, you wish to go back to QBDT, there are things that you need to know. The conversion moves most of your data but excludes certain Online-specific features. These include multi-currency details, payroll transactions, estimates, and purchase orders. 

 

For full details on what converts and what will need to be recreated, refer to these help articles:

 

 

If you still have a backup copy of your QuickBooks Desktop file from before you switched to QuickBooks Online, you can update and restore that QB file to use again. This avoids starting completely from scratch.

 

Here are guides on updating your old backup and using it with a new Desktop version:

 

 

Let me know if you need more guidance on the process of migration. I'm always here to help.

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