How do I make a local back up file with Quickbooks online?

I’ll ensure you can secure a backup of your QuickBooks Online and guide you through easily migrating to the desktop version, Carol.

QuickBooks Online (QBO) does not offer a traditional local backup feature like QuickBooks Desktop because your data is securely stored in the cloud. However, you can manually export your data by exporting reports, lists, and other information to Excel files for safekeeping.

You can also explore third-party backup applications available through the QuickBooks App Store by navigating to the CATEGORIES section for more comprehensive backup solutions.

To migrate your data from QuickBooks Online to QuickBooks Desktop, follow these steps:

1. Download and install QuickBooks Desktop if you haven't done so already, and ensure it is open during the migration process.
2. Sign in to QuickBooks Online and go to the Export Overview page.
3. Select Get Started, then download the migration tool. (Keep the export page open in your browser.)
4. Install the migration tool, select Next, accept the license agreement, then click Install and Finish.
5. Continue with Steps 2 through Step 4 in the migration instructions provided in this article.

I also suggest taking some time to review this detailed article, which provides a comprehensive explanation of how data is transferred from QuickBooks Online to QuickBooks Desktop. It covers the key steps in the migration process, and highlights important considerations to ensure a smooth transition: Learn how data moves from QuickBooks Online to QuickBooks Desktop.

For verifying and checking your data after migration or if you need a refresher on running reports, this resource will be helpful: Understand reports.

Please don’t hesitate to reach out and notify us if you have any further questions or need additional assistance regarding converting your file. We’re here to support you and ensure your migration goes smoothly.

@carolinasheadache 

Which QB Desktop year version do you have?