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MVEBA
Level 2

Will support help me move online version to desktop?

I am having a terrible time getting used to online version after using desktop for over 20 years. I was advised when I began having problems that I could get support moving data back to desktop. The quality of support does not seem the same as I am used to which is the main reason I need to go back to the version I can handle on my own. The online version does not seem at all intuitive but maybe my issue. Anyway, how can I get the best support to move data back to online?
2 Comments 2
Fiat Lux - ASIA
Level 15

Will support help me move online version to desktop?

You can chat with Support but they tend to avoid helping convert data from QBO to QBD. Which QB Desktop year version do you have?

QueenC
Moderator

Will support help me move online version to desktop?

Hi there, @MVEBA.

 

Allow me to offer the support you needed today so you can move your data from QuickBooks Online(QBO) back to QuickBooks Desktop (QBDT). 

 

You can immediately migrate from your QBO account to the desktop version. I'd be pleased to assist you through the entire procedure.

 

First, download and install the migration tool. Here's how: 

 

  1. Sign in to the QuickBooks Online account you want to convert using a supported web browser.
  2. Click the URL and replace anything after /app/ with exportqbodatatoqbdt.  The URL should say https://app.qbo.intuit.com/app/exportqbodatatoqbdt.
  3. Press Enter on your keyboard.
  4. You'll see an Export Overview window.  Then, select Get Started.
  5. Select Download tool to download the QuickBooks Desktop migration tool.
  6. Once you download the tool, launch the tool to install it and select Next.
  7. Accept the terms in the license agreement and select Next.
  8. Click Complete as the type of setup, then Next.
  9. Select Install, then click Finish.

 

Note: Adding exportqbodatatoqbdt after the /app/ is only applicable for US regions. 

 

Second, get your file export-ready. Here's how:

 

  1. Go back to QuickBooks Online. You should still be on Step 1: Prepare to export window. Select Continue.
  2. Select the data that you wish to export. You can choose to export both lists and balances or complete data with transactions. Select Continue after that.
  3. Select Learn about the limitations of converting data for QuickBooks Desktop to learn about limitations that can impact your migration and click Continue.
  4. Enter the name and email address to which the migration confirmation email should be sent. Select Continue.
  5. Select Close on the email confirmation screen to go back to your QBO file. Wait for your email confirmation. The email may take some time.  It depends on the amount of data you migrate.
  6. You'll need to get back to the export screen in QuickBooks Online. Repeat the previous steps in Step 2 to get back to the export page and select Get Started.
  7. Click Continue.
  8. On the Select your data page, select the same option you selected previously and select Continue.
  9. You'll see a message that says you already have a file to download on the Exporting from QuickBooks Online page. Click Continue to Download.
  10. Select Download QBXML file. If QuickBooks prompts you to save the file, choose a location easy to find, like your desktop and select Continue.
  11. In QuickBooks Desktop, make sure you're on the No Company Open screen. If you have a company open, go to File and select Close company.  View your reports to compare your data before and after the export.

 

Lastly, run the migration tool by following these steps: 

 

  1. Make sure QuickBooks Desktop is open at the No Company Open screen.
  2. Open the QuickBooks Desktop migration tool app you downloaded from step 2.
  3. Enter (or Browse to) the path to the downloaded QBXML file and select Import.
  4. Choose a location and name for your new QuickBooks Desktop file.
  5. Look for the QuickBooks - Application Certificate.  It may be hidden behind other screens if QuickBooks Desktop is in the background. Select the read/modify rights and if you want to allow personal data access. Select Continue and Done on the confirmation screen.
  6. Select Done once your data has been imported successfully.

 

Also, you can contact our Customer Support Team. They'll be able to use a screen share tool to walk you through some more steps to assist you.

 

I'd also like to share one more article as an additional reference about switching platforms: Learn how features and data move from QuickBooks Online to QuickBooks Desktop.

 

As always, you can swing by here if you need further assistance in managing your QuickBooks Account. I'm always here to help. Have a great day!

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