If you're considering exporting list and transaction data from QuickBooks Online to QuickBooks Desktop, this article will help you understand the limitations and capabilities of the process. To export, see Visual Guide to Export.
Note: There are no restrictions when it comes to the size of your file (MB). As long as your system has enough disk space, you should be able to export all your data.
Here are some software requirements that may limit exporting:
*Change the Industry Edition to General Edition. When exporting is done, change it back to the Non-Profit or Retail edition.
Audit Log data is not exported but it can be printed within QuickBooks Online or saved as a PDF.
Cash purchases are converted to checks.
All accounts are exported with the same name with some exceptions:
The Account Name is limited to 31 characters which includes spaces, numbers, and special characters. Parent accounts and sub-accounts are counted separately.
To determine the number of characters in a list:
All data about each customer is exported with the following exceptions:
The following lists don't exist in QuickBooks Online. These lists will be created in QuickBooks Desktop and will contain their default list items except the following:
|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 and will need to be populated before using other features in QuickBooks.
Products and services are converted to items and are tracked in the Item List with the following exceptions:
All time activity information is exported with the exception of Location, as there is no comparable feature in QuickBooks Desktop. Note that while the activities themselves are exported, the "physical" time sheets are not.
Fund transfers are converted to general journal entries.