Practical Approach to Transfer QuickBooks Online To Desktop
QuickBooks Online and QuickBooks Desktop are two unique versions of QuickBooks, and many online customers may want to switch to the desktop version. This article provides simple, easy-to-follow instructions on how to transfer QuickBooks Online to Desktop without losing data.
Concerns about data loss during the conversion process are expected. We detail each step necessary for a smooth transition. Please read to the end to ensure a comprehensive understanding.
Steps to Transfer QB Online to Desktop
The process consists of a straightforward sequence of steps to transfer QB online to Desktop. During the process, you might experience QuickBooks migration failed unexpectedly. To avoid such issues, following this guide properly is recommended.
Step 1: Sign in to QuickBooks Online and Obtain the Migration Tool
Follow these steps for a smooth transition to QuickBooks Online:
- Log in to your QBO account using your Intuit credentials in a supported web browser.
- Review and read through the Export Overview if desired.
- Print the Export Overview if necessary, then click on Get Started.
- Download the migration tool by selecting the Download tool option.
- Install the downloaded tool by launching it and clicking Next.
- Choose Complete for the Setup Type, then click Next.
- Click Install, and finally, click Finish to complete the installation.
Step 2: Prepare the Export File and Ready QuickBooks Online for Export
Next, prepare the files and the QuickBooks Online application for the export process. Follow these subsequent steps to convert from QuickBooks Online to QuickBooks Desktop:
- Go back to QuickBooks Online.
- If the Prepare to Export window is visible, click Continue.
- Choose the data you want to export (including all transactions, lists, and balances), then click Continue.
- Enter your name and email address to receive the confirmation email, click Continue, then Close.
- QuickBooks Online file will reopen. Wait for the email confirmation.
- Return to the export screen in QuickBooks Online and click Get Started.
- In the Prepare to Export page, click Continue.
- You will reach the Select Your Data page.
- Choose the same data option selected earlier and click Continue.
- It will open the Exporting from QuickBooks Online page.
- A message will appear indicating that you already have a file to download. Select Continue to Download.
- Choose the option to Download QBXML File.
- If prompted by QuickBooks, select a location (e.g., your desktop) to save the file, then click Continue.
- Ensure you are on the No Company Open screen.
- If a company is open, click File, then select Close Company.
Step 3: Execute the QuickBooks Desktop Migration Tool
Finally, we're prepared to utilize the migration tool to transfer QuickBooks Online to QuickBooks Desktop.
- Open QuickBooks Desktop from the No Company Open window.
- Launch the recently downloaded QuickBooks Migration Tool.
- Browse and select the QBXML file path, then click Import.
- Choose a name and location for the new QuickBooks file.
- Locate and confirm the QuickBooks-Application Certificate.
- Ensure QuickBooks Desktop is not running in the background, as it may be hidden.
- Select read/modify rights for personal data access during migration from QuickBooks Online to Desktop, then click Continue and Done on the confirmation screen.
- Click Done once the data import is completed.
In summary, we've outlined the steps to transfer QuickBooks Online to Desktop and highlighted the advantages of this conversion. It covers exporting data from QuickBooks Online, preparing the QuickBooks Desktop environment, and importing the data seamlessly. The blog ensures users can effectively migrate their financial records, maintaining data integrity and continuity in their accounting processes.
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