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Level 1

Switch from online to desktop

Are there job aids or steps to switch from QB online to QB desktop? I see the opposite (switching from desktop to online) but I have sold my business and just want to retain my files without continuing a monthly subscription.
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QuickBooks Team

Switch from online to desktop

Hello there, @danceworksal.

 

Let me provide you some information so you’ll be able to convert your data from QuickBooks Online to Desktop.

 

There's no direct way to move your data from QuickBooks Online to Desktop. However, you can export and convert your QBO data to QuickBooks Desktop. 

 

Here’s how:

 

  1. Login to your QuickBooks Online account and click the Gear Icon.
  2. Choose the Export Data and enter your reason why you're exporting your data. Then, click Continue.
  3. Review your data from the export overview screen. Once ready, click Export to Excel.
  4. In the Exporting from QuickBooks Online page, select Continue to Download.
  5. Then, follow the rest of the on-screen instructions to complete the exporting process.

 

I’ve added screenshots for visual reference.

 

 

 

Once completed, you may now switch over to QuickBooks Desktop to import your data. You can use this article as a reference: Export and convert your QuickBooks Online data to Desktop.

 

If you no longer need QuickBooks Online, find out how to cancel your plan.

 

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

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Level 14

Switch from online to desktop

@danceworksal 

You may need an IE browser running on Win  7 to convert the data. Contact us should you need to purchase a 3rd party service.

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