You can use data export to move your QuickBooks Online (QBO) information to another version of QuickBooks.
Important: Exporting your data does not cancel your QuickBooks Online paid subscription. If you would like to cancel your account, please see How to Cancel your QuickBooks Online Company.
Moving your file within QuickBooks Online? Currently, there's no way to directly move your data from one QuickBooks Online company file to another. You need to export the file to Desktop (Windows or Mac) and then convert the Desktop file to QuickBooks Online (Windows or Mac).
|Reminder: The steps provided within this section are intended to ensure that both Internet Explorer and QuickBooks are properly set up to allow a successful import. Do NOT skip any of these steps to ensure successful conversion.|
For important information on the limitations of export, please see Export limitations - QuickBooks Online to QuickBooks Desktop.
Configure Internet Explorer's security for a successful export:
Run a program as Administrator:
Note: Prior to performing these steps, you must have a version of QuickBooks Desktop for Windows and Internet Explorer 11 installed on your Microsoft Windows computer. If you do not have QuickBooks installed on your Windows machine, refer to the article: QuickBooks desktop trial links
Note: For visual references of the steps contained in this article, you can view the Visual Guide to Export.
In order to get to the Continue to Download option within the export process, you will need to repeat a series of steps.
Important: If a company file is currently open, you need to close that file before proceeding.
How do I close QuickBooks company?
From the File menu, choose Close Company.
Note: This will place you at the No Company Open screen.
Important: We strongly recommend saving to your local directory. Attempting to save the file to a network directory or external media may result to conversion failure. This will display a pop- up dialogue window containing a status bar. If the status bar does not appear to be processing, check QuickBooks Desktop for an Application Certificate.
How do I check QuickBooks for an Application Certificate and allow the conversion?
Important: If, during the conversion process the progress freezes at a certain percentage, it doesn't always mean the export will not complete. Check the folder where you saved your company file, look for a file with the extension "tlg" and check the file size (usually listed in kilobytes or kbs). Take note of the number of kilobytes and close out the folder and check it after about one minute. If the number of kilobytes (kbs) on the right hand side increases, the export is working successfully. If, after about ten minutes the file size is not increasing, it's best to restart the Export conversion process
After you've exported your data, run a Balance Sheet and a Profit and Loss report to ensure that the numbers match. The reports must be run on an Accrual basis and for All Dates in both programs.
IMPORTANT: If the report totals don't match, check to be sure you ran both reports on Accrual basis and for All Dates in the date range. Then make sure no data was entered into either application after the export. If the data still doesn't match, please contact a Customer Care consultant by going to https://help.quickbooks.intuit.com/en_US/contact for assistance.