Quickbooks online to quickbooks desktop Mac

Which QB Desktop year version do you have?

Yes. You can transfer your files from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT) for Mac, stcroixmtn. I'll share more insights about the version of QuickBooks you can use and guide you through moving your data.

Before doing so, the most recent version of QBDT operates on a subscription basis, offering a variety of QuickBooks Desktop versions that you can choose from. Also, please note that after September 30, 2024, new subscriptions for the mentioned products will no longer be available.

• QuickBooks Desktop Pro Plus
• QuickBooks Desktop Premier Plus
• QuickBooks Desktop Mac Plus
• QuickBooks Desktop Enhanced Payroll

For more details about the update, see this article: Can't buy QuickBooks Desktop as a new US subscriber. It also contains a phone number that you can call in case you need to purchase.

To start, you'll need to export your files from QBO to QBDT for Windows. Then, convert them to Mac so you can successfully move the file. Just a heads up:

• We can only move company files from QBDT Pro, Premier, or Premier Accountant editions.
• Ensure that your QBDT is updated to the latest release.
• QBDT for Windows should have the same version or earlier than Mac. For instance, if you're exporting to QBDT for Mac 2023, we'll have to use QBDT for Windows 2023 or earlier versions.

You can refer to the Download a Trial of QuickBooks Desktop link to get the version of QBDT you'll want to use. It provides license and product numbers you can enter upon installing the sample file.

Once done, export your files from QBO to QBDT for Windows and convert them to QBDT MAC. Here's how:

1. Open the company file in QuickBooks Desktop for Windows.
2. Re-sort lists.
3. Rebuild and verify your data file.
4. Go to the File menu, select Utilities, then Copy Company File for QuickBooks Desktop for Mac.
5. Save the file in your desired location (this creates a file with the extension MAC.qbb)
6. Copy the file to a DVD, external hard drive, flash drive, or FTP website.
7. Restore the file in QuickBooks Desktop for Mac.
8. a. In the No Company Open window, select Browse.
9.    b. Locate the file you want to restore.
10. If your QuickBooks Windows file is on an external drive, save it locally by dragging it to the desired location before restoring it to avoid data corruption.
11. Click OK when you get the prompt asking if you want to restore a QBDT for Windows file.
12. Enter a name for the restored file, then click Save.

Check out the convert a QuickBooks for Windows file to QuickBooks for Mac link for more details about the steps provided above.

I'll be sharing these resources that will help you import other data and the latest updates for QuickBooks Mac Plus 2024:

• Import data into QuickBooks for Mac
• Release notes for QuickBooks Mac Plus 2024

You can always reply or reach out to us again if you need anything else about migration. We're always here to guide and assist you whenever you need help. Take care always.

Thank you to both of you that responded.  I would have to buy the software, which is not a problem.  And I do not need a subscription, as I will be closing the business this next year, as I have no sales.  What desktop version would I need in order to transfer the online version onto a desktop version?

Thank you once again for your expertise!

Hello there, @stcroixmtn.

Allow me to join the thread to guide you in transferring your files from the QuickBooks Online (QBO) version into QuickBooks Desktop (QBDT).

You can check the download a trial of QuickBooks Desktop link to learn how to download a trial of QuickBooks Desktop. It provides license and product numbers that you can enter when installing the sample file. Once done,  export your files from QBO to QBDT for Windows you can refer to the steps provided by my colleague, @JoesemM to convert them to QBDT MAC.

Moreover, just a heads up QuickBooks Desktop has now shifted to a yearly subscription-based license. These changes offer enhanced benefits for businesses, including improved money management, data synchronization, and faster processing speeds, which help the subscribers to receive regular security updates and access to all the latest features. For details about the new annual price, you can visit the QuickBooks Desktop pricing.

Additionally, since you mentioned that you no longer use QuickBooks Online except for tax purposes, you can cancel your subscription to avoid getting charged. Please note that your data will be retained for a year, and if you need to file taxes at the end of the year, you can reactivate your subscription for a one-time tax filing.

You might find it beneficial to refer to this article to learn more about the latest release and how to manage your QuickBooks Desktop for Mac:

• Release notes for QuickBooks Mac Plus 2024
• Update QuickBooks for Mac to the latest release
• Install and set up QuickBooks Desktop for Mac

I’ll be around the corner if you need an extra pair of hands in transferring from QBO to a QBDT version or any QuickBooks-related matters, @stcroixmtn. Stay safe!

@stcroixmtn 

Which macOS do you run?