Export transaction level detail from QBO and import to Desktop

Thanks for posting here, @Asch04.

Allow me to help you move your data back to QuickBooks Desktop (QBDT) from QuickBooks Online (QBO).

Before anything else, let me share the things that move from QBO to QBDT. For General Journal Entries, transactions with multiple accounts receivable or accounts payable lines move to multiple journal entries.

Also, Credit memos, Sales Receipts, Received payments, Bills, Bill Payments, Invoices, and Refund receipts. Feel free to read this article for more info: Learn how features and data move from QuickBooks Online to QuickBooks Desktop.

To start moving the data, you'll need to sign in to QBO and download the migration tool. Here's how:

1. Sign in to the QuickBooks Online account you want to convert with a browser we support. Use your Intuit Account credentials.
2. Select the URL and replace anything after /app/ with exportqbodatatoqbdt. The URL should say https://app.qbo.intuit.com/app/exportqbodatatoqbdt. Then select Enter on your keyboard. Other support task links won't work during this process.
3. You'll see Export Overview. Read the Export Overview. You can print out it if you'd like. Select Get Started.
4. Select Download tool to download the QuickBooks Desktop migration tool.
5. Once you download the tool, launch the tool to install it and select Next.
6. Accept the terms in the license agreement and select Next.
7. Select Complete as the type of setup, then Next.
8. Select Install, then Finish

After that, prepare the file for export and select your data in QBO. For detailed steps, check out this article: Move your QuickBooks Online data to QuickBooks Desktop.

I'll also add this page to help you check the transactions you migrated in QBDT if it's accurate: QuickBooks Desktop Reports page.

For additional questions on moving your data to QBDT, click the Reply button below. I'll be willing to help. Have a good one.

Thanks Bryan.  Wont this solution create a new QBO company file?   I am looking to take only certain transactions and import them into our existing QBD company file.  Not create a new company file.  Please advise.  Thx

Thanks for coming back, Asch04.

No worries, it will not create a new QuickBooks Online (QBO) company file. It will only move your data from QBO to QuickBooks Desktop for Windows. Before we migrate data into the Desktop version, please create a backup file of your company file there. if you ever run into problems, you can use your backup to restore your data. To export only the data you need, just follow the steps below:

1. Go back to QuickBooks Online. You should still be on the Step 1: Prepare to export window. Then, press Continue.
2. Choose what data you want to export. You can export all data with transactions or just list and balances. Then hit Continue.
3. Select Learn about the limitations of converting data for QuickBooks Desktop to learn about limitations that can impact your migration and select Continue.
4. Enter the Name and email address you want the migration confirmation email sent to and click Continue.
5. Click Close 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 then select Get Started.
7. On the Prepare to Export page, tap Continue.
8. On the Select your data page, select the same option you selected previously and Continue.
9. On the Exporting from QuickBooks Online page, you'll have a message that says you already have a file to download. Press 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.

Then, proceed to Step 4: Run the QuickBooks Desktop migration tool section to finish the process in this article: Move your QuickBooks Online data to QuickBooks Desktop. When moving to the QuickBooks Desktop version, you may notice differences in how your books appear. To learn more about this one, check out this article: Learn how features and data move from QuickBooks Online to QuickBooks Desktop.

If there's anything else that I can help you with aside from migrating your data to QuickBooks Desktop, please let me know in the comments below. I'll be here ready to lend a helping hand. Have a good one.

@Asch04 

You need to use a 3rd party migration tool. i.e TP Exporter for Online and TP Importer for Desktop.

https://get.transactionpro.com/qbo

You can purchase TP Importer for Desktop $200 one time license. You can get $100 cashback to purchase thru a partner.

Hello -can you please provide the current instructions?

When I use this process the screen quickly redirects and logs me out. I am unable to export my data file from QBO. Thank you.

@robidas 

Do you need to convert data from QB Online US version to QB Desktop US version or else?

I am in the US. QBO US version (accountant) to QB Desktop US version. The above instructions no longer work. The screen quickly logs me out when I hit enter (redirecting to the login screen).

Which QB Desktop year version do you have? You can use the trial version of QB Desktop 2021 Pro to convert data from QBO.

I am an accountant. I need to export client files (I am the admin) from QBO to QBD, restoring in QB Accountant 2023. I am logged out of QBO using the above instructions. I spent over an hour on the phone with QB support and unsuccessfully resolved the issue while speaking. My ticket is being submitted to data services and hopefully I will get a resolution. Can you please explain why I cannot export to QBD? It is not a web browser issue or computer issue on my side. It is determined to be a QB issue. Thank you.

I found QB Desktop 2023 and 2024 to be unreliable in converting data from QBO. I still prefer to use QB Desktop 2021 and IE 11.