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randy46
Level 1

How do i convert a qb online file to desktop premier accounting

 
2 Comments
JamesM4
QuickBooks Team

How do i convert a qb online file to desktop premier accounting

Hi there,

 

Sometimes it's necessary to convert your data from QuickBooks Online to Desktop and I'll be happy to help you with that process. It's good to learn you're still a part of the QuickBooks family, we appreciate your loyalty. Since QuickBooks Online and Desktop are two different products that offer different benefits, there isn't a direct way to automatically convert your data. 

 

You'd need to manually export your data out of QuickBooks Online and then import it into QuickBooks Desktop. Here's how:

  1. Login to your QuickBooks Online account.
  2. Go to the Gear Icon.
  3. Choose Export Data.
  4. From here you can export your reports and lists.

The info you can export out of QB Online is limited at this time. If there's important info that you're finding hard to export out of QBO, don't hesitate to reach out for help. Once you've exported your QBO file as CSV files, you can import them to QB Desktop. 

 

To import a list in the CSV format, you need to install the QuickBooks Import Excel and CSV toolkit. The toolkit contains:

  • Import from Excel and CSV Manual – a PDF document with instructions, best practices, and notes.
  • CSV Examples Folder – 4 sample CSV files, one for each type of list.
  • XLS Example Folder – a sample Excel file containing 4 worksheets, one for each type of list.
  • Allowed fields – a reference guide explaining what fields are available for Excel and CSV import.

Steps to install the QuickBooks Import Excel and CSV toolkit

  1. Open the file download window for the toolkit, then select Save.
  2. Go to your Windows Desktop, then select Save.
  3. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
  4. Select Browse, choose the folder where you want to install the toolkit (such as your Desktop), then OK.
  5. Select Unzip to extract the contents, and then select Close to close the WinZip Self-Extractor window.
  6. Open the QuickBooks Import Excel and CSV folder from the location you selected in step 4.

 

I encourage you to take advantage of third-party apps that help you convert your data from QB Online to QB Desktop. An example of one of the apps is Transaction Pro. I encourage you to learn more about it here

 

Let me know if this info helps. I'll be one message away in case you need further assistance. Otherwise, I wish you a great rest of the week. 

Fiat Lux - ASIA
Level 15

How do i convert a qb online file to desktop premier accounting

@randy46 

You may have 2 options:

1. Utilize a migration tool. ie. TPExporter for Online, TPImporter for Desktop.

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party conversion service.