Hello, flowerladyok.
I'm here to help you walk through the process of moving your data from QuickBooks Online to QuickBooks Desktop. In your QuickBooks Online, you can export by CSV files for your customers, suppliers, products and services and chart of accounts out and into your QuickBooks Desktop product.
- Login to your client's QuickBooks Online account.
- Click the Gear Icon.
- Select Export Data.
- Enter your reason why you're exporting your client's data.
- Tap Continue.
- Under Moving to QuickBooks Desktop?, select Learn more.
- Under Download company data, choose Learn more.
- Review your data from the export overview screen, then click Get Started.
- In the Exporting from QuickBooks Online page, select Continue to Download.
For a more step-by step instruction, you may check out this article: Export data file from QuickBooks Online to Desktop.
If your CSV file meets the do's and don'ts above, try importing it again. You can refer to this article for the complete details: How to import bank transactions using Excel CSV files.
Just a heads-up, there are some information that may not be included during the moving process. You may check out this article for additional insights about the exporting limitations - QuickBooks Online to QuickBooks Desktop.
Don't hesitate to leave a comment below if you have additional questions about importing transaction using CSV file. I'd be around to help you out. Have a good one.
