Migration from quickbooks online to desktop

You can purchase a 3d party service to convert data from QB Online CA to QB Desktop CA. But I only recommend this route if you want to switch to QB Desktop for good. Otherwise, you will spend extra cost every year just to migrate your data to TurboTax.

Hi steveriedel-me-c,

Welcome to the Community and thank you for reaching out! I'd be happy to share some information on bringing your QuickBooks Online data over to TurboTax. Below are some steps to try:

Convert QuickBooks Online Data to QuickBooks Desktop:

• Since TurboTax Canada doesn’t directly integrate with QuickBooks Online, you’ll need to use QuickBooks Desktop as an intermediary.
• Here’s how:
  • Export your QBO data into a CSV file.
  • Download and install the trial version of QuickBooks Desktop (QBDT).
  • Restore your QBO data into the trial version of QBDT.
  • This step ensures that your data is now in a format compatible with QuickBooks Desktop.
• Beforehand, know that there are limitations when you convert your file, including the attachments, audit trail, and recurring transactions.

Import Data into TurboTax Canada:

• Once your data is in QuickBooks Desktop, follow these steps to import it into TurboTax Canada:
  • Sign in to your TurboTax account.
  • Continue to your return.
  • From the TurboTax File menu, select Import and then choose From Accounting Software.
  • Select QuickBooks and click Continue.
  • Follow the on-screen instructions to complete the process.

Consider Third-Party Apps as suggested by another Community member above:

• You can explore third-party apps that allow you to import QBO data directly into your TurboTax. Visit the QuickBooks App Center for options

Should you have additional questions about migrating or anything else QuickBooks related, please let me know. Have a good day.

If the same thing happens, I'd recommend you contact our Customer Care team for further assistance.
 

Feel free to reply below if you have other questions. I’d be more than willing to lend you a hand.

Can you please expand on the process to complete this step?

• Restore your QBO data into the trial version of QBDT.

Any suggestions of apps that work well to complete the QBO to QBDT easily?

Unfortunately I don’t have any intention of moving back to quickbooks desktop. The frustration is that Intuit does not appear to have invested in its Turbo tax incorporated software at all. The crazy thing is that for the most part people are using quickbooks for business BECAUSE they have to maintain books and records for tax purposes.

Can you explain the exact steps to follow in QB desktop?

am I importing? How do I restore?

I just need to have the necessary information to populate the tax returns. Once done, I’ll delete the desktop trial and hope that 12 months from now I wont have to do again.

‘Also - 

One issue is that the steps you refer to in Turbo tax above are not what one see (or I see) in turbo tax for business incorporated. I had same issue when I spoke with someone online.

he kept saying click import, then click…

when I click file, I am seeing two option 

Import from CSV or xlms and Import from Quickbooks.

@steveriedel-me-c @KJHINC 

QBO and TurboTax users in CA are not as fortunate as their US counterparts. Intuit does not offer any tools to convert data to QB Desktop CA version. You can follow the instructions given by MJ_R. Otherwise, purchase a 3rd party conversion service as I mentioned earlier.