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Convert from online to desktop quick books software

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Convert from online to desktop quick books software

I'll share with you the steps to convert the data from online to the desktop version, @sebyamg16. I'd suggest checking out the data limitations before performing the conversion process below. 


First, you'll have to set up security settings in Interenet Explorer (IE). This ensures you export the data smoothly. Here's how: 

  1. Right-click the IE icon and select Run as administrator.
  2. Choose Tools and click Internet Options.
  3. Select Security, click Trusted sites, and choose Sites.
  4. Enter * and * in the Add this website to the zone field.
  5. Uncheck the Require server verification (https: ) for all sites in this zone box. 
  6. Close the Trusted Sites window.
  7. Uncheck the Enable Protected Mode box. 
  8. Choose Apply and click Okay.
  9. Please leave the browser open.


Second, let's set up QuickBooks Desktop (QBDT) for the export. Just right-click the QuickBooks Desktop icon and choose Run as administrator. Then, go to File from the top menu. Select Close Company and leave it open. 


Third, let's go to your QuickBooks Online (QBO) account to prepare the exporting process. I'll guide you how. 

  1. Click the Gear (Settings) icon at the upper right. 
  2. Choose Export Data under Tools
  3. Select your reason for exporting and hit Continue.
  4. Hit Learn more in the Moving to QuickBooks Desktop? section. 
  5. Choose Learn more in the Download company data section. 
  6. Click Get started.
  7. Select Install ActiveX Control Now and follow the steps to install ActiveX. Hit Continue when it's completed. 
  8. Choose the data you want to export and hit Continue.
  9. Review the limitations and click Continue.
  10. Type in your contact info and hit Continue.


The screenshot below shows you the first two steps. 



You'll receive an email when your data is ready to export. To finish the process, see Step 4 through this article: Export QBO data to QBDT


Once done, I recommend running the Profit and Loss reports in the two softwares. Then, compare them to ensure your books are matched. 


After that, you can now use the desktop version. With this, please visit this website: Get Started With QBDT. It contains topics about QuickBooks basics, such as managing your Intuit account and setting up inventory. 


I'll be right here to help if you need further assistance. Have a great rest of your day, @sebyamg16.

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