If you’re using QuickBooks Online and considering a switch to QuickBooks Desktop to take advantage of its advanced features, you may be wondering how to convert your data. QuickBooks Desktop offers robust tools like automation, advanced inventory management, and more, which can benefit your business in the long run.
Fortunately, QuickBooks provides a straightforward migration tool that makes it easy to transfer your data from QuickBooks Online to QuickBooks Desktop. In this guide, we’ll walk you through the step-by-step process to convert your data file, so you can start using the powerful features of QuickBooks Desktop. Let’s dive in!
Learn How to Move Data From QuickBooks Online to QuickBooks Desktop
1. Download the migration tool in QuickBooks Online
- Log in to QuickBooks Online.
- Visit the Export Overview page.
- Click on Get Started.
- Select the Download tool.
Note: Keep the page on this browser open until the process.
- Install the QuickBooks migration tool.
- Click Next.
- Agree to the terms of the license agreement and click Next.
- Choose Install and click Finish.
2. Export your QuickBooks Online data
- Click Continue in the Step 1: Prepare to export page.
- Choose the QuickBooks Online data you are exporting.
- Select Continue.
Note: Either select All financial data or All financial data without transactions. For products and services, inventory won’t be exported.
- Select Continue in Step 3: Request your data page.
- Fill in the information in the Name and Email address fields.
- Select Continue and click Close.
Note: Email confirmation may take time depending on the amount of data you want to migrate. Check your QuickBooks Online homepage for updates.
- Go to the Export Overview page.
- In the prompted Step 1: Prepare to export page, follow the on-screen instructions for online migration. Then, click Continue.
- In the Exporting from QuickBooks Online page, click Continue to Download, then Download QBXML file.
- Save the file on your desktop and click Continue.
3. Run the QuickBooks Desktop migration tool
- Launch QuickBooks Desktop.
- Stay on the No Company Open screen.
- Open the QuickBooks Desktop migration tool.
- Click on Browse and then go to your downloaded QBXML file.
- Choose the QBXML file, then select Open.
- Hit on Import.
- Type a Name and click on Save your file.
- Select a save option, give a file name, and click Save. After some time, a Certificate window will pop up. This will grant you the permissions for the data migration.
Note: If the Migration Tool can’t connect to QuickBooks Desktop and the Certificate window doesn’t appear, try running either the Migration Tool or QuickBooks as Administrator (right-click the Program icon and select “Run as Administrator”).
- Click Yes, Always, and then mark the option to Allow application to access personal data.
- Select Continue.
- Select Confirm.
- A window will appear with a percentage meter to show the import process.
Note: The time required for completion depends on the amount of data being migrated. Larger migrations may take several hours.
- When the migration is complete, select Done.
4. Check if the data exported matches
If the reports don’t match
Reports may not match due to export limitations or due to an unsupported version of Internet Explorer.
In some cases, exporting your file and rerunning reports can resolve such issues. Follow the steps to try it:
- Open QuickBooks Desktop.
- Go to File.
- Select the Close company.
- Repeat step 3 to import your file again.
- Run the profit and loss reports again.
Note: If the reports still don’t match, you will need to make manual adjustments for QuickBooks Online and QuickBooks Desktop.
Conclusion
In conclusion, converting data from QuickBooks Online to QuickBooks Desktop is a convenient process, made even easier with the QB Migration Tool. This tool allows you to transfer your data safely, ensuring it can be seamlessly used across different editions or versions of QuickBooks.
For any additional assistance, we recommend consulting QuickBooks professionals who are available 24/7 to guide you through the process. Dial +1(866)500-0076 to speak with an expert today!
Frequently Asked Questions
- Can you convert a QuickBooks Online file to Desktop?
Yes, you can convert a QuickBooks Online file to Desktop using the QuickBooks data migration tool to export your QBO data file and then import it into your QuickBooks Desktop.
- Are we able to migrate data from QuickBooks Online to QuickBooks Desktop if the QuickBooks Online is cancelled or suspended?
Yes, you can migrate data from canceled or suspended QuickBooks Online (QBO) to QuickBooks Desktop (QBDT) by using the QuickBooks Desktop migration tool for up to one year after the QBO account’s cancellation date.
- How do I export all data from QuickBooks to Excel?
To export from QuickBooks Online, click the Gear icon, select Export Data under Tools, then choose your desired reports and lists to export as an Excel file. For QuickBooks Desktop, the process involves generating specific reports from the Lists menu, such as the Chart of Accounts, and selecting the Excel export option directly from the report view.
- Where are QuickBooks data files stored?
QuickBooks Desktop data files are typically stored in the C:\Users\Public\Public Documents\Intuit\QuickBooks\Company Files folder on Windows; however, the exact location may vary.
- How to convert QuickBooks Online to Desktop 2023?
To convert QuickBooks Online to Desktop 2023, you must use the QuickBooks Desktop Migration Tool to export your QBO data and import it into a new QuickBooks Desktop company file.