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tim197
Level 2

How can I migrate from Quickbooks Online to Quickbooks Desktop?

 
Solved
Best answer October 06, 2024

Best Answers
Kevin_C
QuickBooks Team

How can I migrate from Quickbooks Online to Quickbooks Desktop?

You can use the export tool from QuickBooks Online (QBO) to migrate your company data file to QuickBooks Desktop (QBDT), @tim197. Let me share the details below to ensure a smooth process.

 

Before you start, be sure to check out this article to understand the export limitations and what will happen to your data after the procedure: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

To export your data seamlessly, download and install supported versions of QBDT on your computer if you haven't already. Then, follow these steps to proceed:

 

  1. Sign in to your QBO account. Then, go to the Export Overview page.
  2. Click Get Started and select the Download button. Ensure to keep this page open on your browser.
  3. Once downloaded, launch it to install and select Next.
  4. Read and accept the terms in the license agreement. Then, tap Next.
  5. Choose Install, then click Finish.


Once done, follow Steps 2-4 of this article for the detailed process to continue exporting your data: Move data from QuickBooks Online to QuickBooks Desktop. This resource also tackles what data to check after the process and what troubleshooting steps to do if the reports don't match.

 

Alternatively, you can visit these articles for another option to move your QBO data to the QBDT program:

 

 

I'm always here to support you if you have any further questions about migrating your data from QBO to QBDT. Take care and stay safe!

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9 Comments 9
Chrea
Level 3

How can I migrate from Quickbooks Online to Quickbooks Desktop?

Which QB Desktop year version do you have?

Kevin_C
QuickBooks Team

How can I migrate from Quickbooks Online to Quickbooks Desktop?

You can use the export tool from QuickBooks Online (QBO) to migrate your company data file to QuickBooks Desktop (QBDT), @tim197. Let me share the details below to ensure a smooth process.

 

Before you start, be sure to check out this article to understand the export limitations and what will happen to your data after the procedure: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

To export your data seamlessly, download and install supported versions of QBDT on your computer if you haven't already. Then, follow these steps to proceed:

 

  1. Sign in to your QBO account. Then, go to the Export Overview page.
  2. Click Get Started and select the Download button. Ensure to keep this page open on your browser.
  3. Once downloaded, launch it to install and select Next.
  4. Read and accept the terms in the license agreement. Then, tap Next.
  5. Choose Install, then click Finish.


Once done, follow Steps 2-4 of this article for the detailed process to continue exporting your data: Move data from QuickBooks Online to QuickBooks Desktop. This resource also tackles what data to check after the process and what troubleshooting steps to do if the reports don't match.

 

Alternatively, you can visit these articles for another option to move your QBO data to the QBDT program:

 

 

I'm always here to support you if you have any further questions about migrating your data from QBO to QBDT. Take care and stay safe!

tim197
Level 2

How can I migrate from Quickbooks Online to Quickbooks Desktop?

Pro2009

tim197
Level 2

How can I migrate from Quickbooks Online to Quickbooks Desktop?

This info looks helpful. Thank-you!

Chrea
Level 3

How can I migrate from Quickbooks Online to Quickbooks Desktop?

QB Desktop 2009 is too old. You need QB Desktop 2021 or later to convert data from QB Online.

MelroseV
QuickBooks Team

How can I migrate from Quickbooks Online to Quickbooks Desktop?

You're most welcome, @tim197.

 

I'm glad my colleague helped you with your migration concern from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT). Please know that it's always our top priority to respond to your concerns promptly to get you back to business seamlessly. You can be confident that we'll remain committed to providing the highest level of support.

 

For future reference, you can visit this article to learn more on how to move lists from QBO to QBDT: Move lists and balances from QuickBooks Online to QuickBooks Desktop.

If you require further assistance with any QuickBooks-related queries, don’t hesitate to reach out by clicking the Reply button. We’re here to help you anytime.

KS5366
Level 1

How can I migrate from Quickbooks Online to Quickbooks Desktop?

The migration tool set up the company file, but it did not ask me about a certificate. 

No data was imported  using QB enterprise 2024

 

Chrea
Level 3

How can I migrate from Quickbooks Online to Quickbooks Desktop?

@KS5366 

Try using the trial version of QB Desktop 2021 Pro or QB Desktop 2024 Pro license.

Kevin_C
QuickBooks Team

How can I migrate from Quickbooks Online to Quickbooks Desktop?

Thanks for joining this thread, @KS5366. I'll provide some troubleshooting steps to help you successfully import your QuickBooks Online data to QuickBooks Desktop (QBDT) software.

 

To ensure optimal performance, please uninstall the tool and re-download it from the Export Overview page. After the download is complete, proceed with the reinstallation to allow the tool to initialize from a clean state. Additionally, you can re-download the QBXML file to ensure all data is exported correctly.

 

Next, you can run the QBDT migration tool as outlined in Step 3 of this article Move data from QuickBooks Online to QuickBooks Desktop.

 

If the issue persists after following the steps above, I recommend contacting our technical support team. They have the necessary tools to securely check your account and perform a screen-sharing session to investigate this behavior further. Here's how:

 

  1. From your QBDT program, click Help.
  2. Choose QuickBooks Desktop Help/Contact Us or press F1 on your keyboard.
  3. Click the Contact Us button in the Have a question? window.
  4. Enter your concern in the description box and select Continue.
  5. Choose either Chat with us or Have us call you.

 

For further assistance in managing your business records within the QBDT program, you can check out this article that offers valuable guidance to help you navigate the features and maximize your experience: Get started with QuickBooks Desktop.

 

Please know that you're always welcome to comment below if you have any other concerns regarding QuickBooks program migration. I'm just around to help. Stay safe!

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