Understand the limitations and capabilities of exporting list and transaction data from QuickBooks Online to QuickBooks Desktop.
To export, see Visual Guide to Export.
Here are some software requirements that may limit exporting:
*Change the Industry Edition to General Edition. After the export, change it back to the Non-Profit or Retail edition.
Audit Log data is not exported but you can print or save it as PDF in QuickBooks Online.
Cash purchases are converted to checks.
All accounts are exported bu the Account Name is limited to 31 characters which includes spaces, numbers, and special characters. Parent accounts and sub-accounts are also counted separately.
All data about each customer is exported with the following exceptions:
The following lists don't exist in QuickBooks Online. These lists are created in QuickBooks Desktop with their default list items except:
|Customer Type||Purchase Order|
|Job Type||Sales Rep|
|Memorized Report||Ship Via|
|Payroll Item||To Do|
|Price Level||Vendor Type|
Company preferences, including company information, are not exported. You need to populate this before you can use other features in QuickBooks Desktop.
Products and services are converted to items and are tracked in the Item List with the following exceptions:
One line in the transaction represents three lines, as shown in the Journal Report for the transaction. As Income starts to get paid off by payments, a proportional amount of the payment is included to the COGS lines. This affects the cash basis reports.
Another example is the use of negative lines on invoices. Suppose you have a service income line of $1000 and a discount of $ -100 and no payments:
All time activity information is exported except Location, as there is no comparable feature in QuickBooks Desktop.
Note: Activities are exported but "physical" time sheets are not.
Fund transfers are converted to general journal entries.