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srlundy
Level 1

how to migrate or download information from online to desktop

 
14 Comments 14
ShyMae
QuickBooks Team

how to migrate or download information from online to desktop

Hi there, @srlundy. Let me help you how to migrate your information or data from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT). 

 

The first thing we'll do is to download and install QBDT on your computer. If you've already completed this, you can follow the steps below:

 

  1. Open your QBDT, then go to the File menu.
  2. Select Close Company. Ensure your QBDT is open while you complete the remaining steps.

 

Now, let's sign in to QBO and download the migration tool. 

 

  1. Sign in to your QBO account you want to convert with a supported browser.
  2. Replace anything that is after the /app/ with exportqbodatatoqbdt
  3. Select Get Started on the Export Overview page.
  4. Choose the Download tool to download the QBDT migration tool.
  5. Once downloaded, launch the tool to install it and select Next.
  6. Accept the terms in the license agreement and select Next
  7. Choose Complete as the type of setup, then Next.
  8. Hit Install and Finish.

 

Proceed to Steps 3 and in this article to complete the process: Move your QBO to QBDT

 

Furthermore, you can check out these resources for in-depth information about the limitations when you convert your file and help you get started with QBDT:

 

 

Should you encounter any difficulties migrating your data or information, please feel free to return to this thread. You can click the reply button below and enter your queries. Best regards!

4Gal
Level 11

how to migrate or download information from online to desktop

@srlundy 

Which QB Desktop year version do you have?

 

claire826
Level 1

how to migrate or download information from online to desktop

Hi -- Will this work for QB Desktop 2021?  

Kevin_C
Moderator

how to migrate or download information from online to desktop

You'll need a supported version of QuickBooks Desktop (QBDT), claire826. Let me discuss it in detail below.

 

The steps provided above will not work on a discontinued version of QBDT (QBDT 2021 and older). This is because the migration tool from QuickBooks Online requires online services to complete the process.

 

Aside from online services, please know that your access to QBDT Payroll Services, Online Backup, Online Banking, live technical support, and other services provided by the QBDT 2021 software are also discontinued. This also means you won't receive critical security updates. Thus, you'll want to upgrade your subscription to the supported version to continue exporting your data.

 

To learn more about our service discontinuation policy, kindly refer to this article: QuickBooks Desktop service discontinuation policy. This includes frequently asked questions about this policy.

 

Additionally, you can visit these resources if you want to upgrade your QBDT software to a supported version: 

 

 

If there is anything else I can do for you about migrating data, please don't hesitate to add details below. I'll be there to help. Stay safe, and enjoy your day.

4Gal
Level 11

how to migrate or download information from online to desktop

@claire826 

Yes. Did you encounter any problem?

claire826
Level 1

how to migrate or download information from online to desktop

Yes I tried it and it didn't work for my 2021 version. 

4Gal
Level 11

how to migrate or download information from online to desktop

@claire826 

You need to convert data from QBO US version to QB Desktop US version, correct?

If you have data with single currency, you can purchase a 3rd party conversion service if required.

claire826
Level 1

how to migrate or download information from online to desktop

I have considered that, but the reviews for those are pretty bad so I have low confidence.  

4Gal
Level 11

how to migrate or download information from online to desktop

@claire826 

Contact @Fiat Lux - ASIA for assistance. You can request a refund if you are not satisfied with the result.

milara
Level 1

how to migrate or download information from online to desktop

I completed all the steps, but when I tried to import the XML file (which I had previously downloaded), I received a message: "The file you've selected is not valid XML." 

SIAB
Level 7

how to migrate or download information from online to desktop

@milara 

Which QB Desktop year version do you have?

kaycruson1
Level 1

how to migrate or download information from online to desktop

Step 2 on the QBO is invalid.  Tried multiple times. Intuit is useless in offering assistance for this, as they don't want anyone using Desktop anymore, and I've been a ProAdvisor for years.  

SIAB
Level 7

how to migrate or download information from online to desktop

@kaycruson1 

You can purchase a 3rd party service to convert your data if required.

JeraldR
QuickBooks Team

how to migrate or download information from online to desktop

I understand your feelings, especially after trying everything possible to migrate your data from QuickBooks Online to QuickBooks Desktop, @kaycruson1.
 

May I know if you've encountered a specific error during the migration process? It will help us identify the underlying issue and provide a direct response.
 

Since you've tried multiple times and still won't work, I suggest contacting our Live Support Team directly. They will help you identify the root cause of the problem and provide steps on what to do next. Here's how:
 

  1. Open your QuickBooks.
  2. Go to the Help icon on the upper right corner of your screen.
  3. In the Search bar, type Contact Us.
  4. Select Contact Us below.
  5. Choose your preferred communication.
     

Here are our support hours in different QuickBooks Online subscriptions:
 

Solopreneur, Simple Start, Essentials, Plus
 

  • M-F 6 AM to 6 PM PT
  • Saturday, 6 AM to 3 PM PT
     

Advanced
 

  • any time, any day.

 

Please let us know if you have any other questions about QuickBooks using the Reply button.

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