Are you a QuickBooks user looking for a simple approach to convert and transfer your QuickBooks Online data files to your Desktop? This is a nasty task for the majority of users. Several steps are involved in the conversion process, and some of them might get so complicated that you start going in circles. Thus, to eliminate any confusion, we have built this step-by-step walkthrough to help you with the process and enable the software conversion procedure with ice-cold ease. There could be numerous other reasons why someone would like to switch from QuickBooks Online to Desktop; sometimes, it becomes an obsession. One must keep multiple things in mind before migrating data from QB Online to Desktop. Go ahead and read this post to dig deeper.
If you have the slightest doubt about doing it all by yourself, you can call the accounting experts through our dedicated line at +1.833.802.0002. Our team will provide you with ongoing support services and guide you adequately through Exporting your QuickBooks Online data to your Desktop.
The Stepwise Process to Export from QuickBooks Online to Desktop
First, You will have to download the migration tool to go ahead with the process. If you don’t have a migrator tool or are facing issues like the QuickBooks migration tool not working. Follow the below steps to export from QB online to the desktop.
Step 1: Downloading the migration tool in QuickBooks Online
- Log in to QuickBooks Online.
- Go to the Export Overview page.
- Click Get Started.
- Click the Download tool.
- Note: Leave this page open in your browser.
- Install the migration tool, then click Next.
- You must Read and accept the license agreement terms, then click Next.
- Click Install, then Finish.
Step 2: Export your QuickBooks Online data
- On Step 1: Prepare to export the page, and click Continue.
- Choose the QuickBooks Online data you'd like to export and select Continue.
- Important: You can choose All financial data or All financial data minus transactions. For products and services, the quantity on hand is not exported.
- You need to click Continue in Step 3: Request your data page.
- Complete the Name and Email address fields, then select Continue.
- Select Close.
Note: It may take a while to confirm the email. Check your QuickBooks Online home page for any updates.
- Step 1: Go to the Export Overview page.
- Step 1: Prepare to export. On this page, follow the instructions for online migration. Select Continue.
- Next, choose Exporting from QuickBooks Online.
- Select Continue to Download. Select Download QBXML file.
- Save the file on your desktop and choose Continue.
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Step 3: Run the QuickBooks Desktop migration tool
- In the QuickBooks Desktop Migration tool, tap on Browse. Now, find your QBXML file and click Open.
- Open QuickBooks Desktop. From the No Company Open screen, choose Create a new company.
- What does creating a company file require? Screen, select For myself, then Start Setup.
- Login screen Click Sign in Later in the bottom left-hand corner and select in 2 days. Select OK.
- In the import tool under migration, choose Import. It will prompt a window to specify where the file will be saved and its name. After that, Click Save.
- From the application certificate, click yes, and always allow access even though QuickBooks is not running. Next, click on Yes. From there, choose Continue, then Done.
- From the Update Business Info Window, fill in all the fields provided, then Save afterward, sign in now, and Start working.
- Open the Intuit Account menu and select Admin. Enter your email address, then click Continue.
- On the Sign In Later drop-down, click on In 2 Days. Then click OK. Wait for importing to complete and then Done.
Step 4: Check the exported data is correct
For this step to complete, you must run the profit and loss report in QB online and QB desktop and compare those books after exporting your data.
Conclusion
To wrap up the article, exporting QuickBooks online to a desktop is a very simple process, but you may get complications in some of the steps. To solve such issues, we have provided you with expert solutions. Read those steps carefully and implement them accordingly. If you need professional guidance, call us at +1.833.802.0002.