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Connect with and learn from others in the QuickBooks Community.
Join nowWelcome to the Community, @suem773.
I am here to guide you through out the process of exporting your data from QuickBooks Online to QuickBooks Desktop.
Important:
Step 1: Set up security settings in the Internet explorer:
Note: After doing this, you will have to close/re- open Internet Explorer for Protected Mode to be truly disabled. Repeat step 1 before opening Internet Explorer if you have to disable Protected Mode.
3. In QuickBooks Online, select the Gear icon at the top. Under Tools, choose Export Data.
Note: A pop- up window appears with a quick question about your reason for exporting. Choose your reason, then select Continue.
Note: There will be another window that will prompt for the next step to install ActiveX.
5. After successfully installing ActiveX, select Continue.
6. Choose the data you want to export. At the bottom right, select Continue.
7. Review the limitations of the data that will be exported, then select Continue.
8. Enter your contact information. At the bottom right, select Continue.
Note: You will receive an email with steps to complete the export conversion within a few minutes to 2hrs, depending on the amount of data that is being prepared. Receipt of this email means the data has been compiled and you are ready to move on to the next step.
9. Repeat step 6, then follow the prompts until you reach the screen that shows the next step.
10.Choose your preferred option. At the bottom right, select Continue.
11. Follow the steps, then select Download.
12. A pop- up window will appear and ask where you’d like to save the file (we suggest the Desktop folder), then select Convert Now.
13. In the Application Certificate, choose Yes, prompt each time.
14. Select Continue, then choose Done.
15. At the bottom right, select Finished. Run some reports to confirm that your data is successfully converted.
We suggest you run 2 reports in both QuickBooks Online and in QuickBooks for Windows to ensure your data was transferred correctly.
In order to compare data accurately, 2 things are vital to verify your reports in both products:
Important: If you lowered your security settings in following the steps, be sure to change them back so that you don't leave your computer open to viruses when navigating to other websites in Internet Explorer.
That's it. For more visual process you can refer to this link: Export and convert your QuickBooks Online data to QuickBooks Desktop.
Please let me know how it goes. I want to ensure that everything is taking care of. Have a great day!
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