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BTN2021
Level 1

Switching from Quickbooks Online to Quickbooks Desktop

A bookkeeping customer of mine is using Online and wants to switch back to Desktop.  We are located in a very rural area of Texas and Internet is sketchy at best. 

 

It is my understanding that the online version is available until the subscription is cancelled...is this accurate information?

Will Quickbooks support be available to assist with the switchback?

 

Thank you for your help!

12 Comments 12
AlcaeusF
Moderator

Switching from Quickbooks Online to Quickbooks Desktop

Hi @BTN2021,

 

Welcome to the Community. I can provide some clarifications about migrating data to the Desktop version of QuickBooks.

 

Under our export policies, you can transfer data to Excel or a desktop version of QuickBooks up to a year after you cancel. While users using a trial version can export within 90 days after cancellation only. For more details, I recommend checking out this link: What happens to my QuickBooks Online data after I cancel?.

 

Also, the conversion process to the Desktop version is easy to perform. I can share some steps that'll help you download the migration tool.

 

Here's how:

 

  1. Sign in to the QuickBooks Online account you want to convert using a supported web browser.  Use your Intuit Account credentials.
  2. Highlight the URL and replace anything after /app/ with exportqbodatatoqbdt.  The URL should say https://cxx.qbo.intuit.com/app/exportqbodatatoqbdtXX  in the URL is a number, (don't edit the number) and select Enter on your keyboard.  Other support task links won't work during this process.
  3. You'll see an Export Overview window. Read the Export Overview, then 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. Choose Complete as the type of setup,  select Next and then Install.
  8. Select Finish.

 

Once done, please proceed by following the steps under Step 3 on how to prepare the file for export through this page: Export and convert your QuickBooks Online data to QuickBooks Desktop.

 

Please know that we provide additional assistance with exporting data to QuickBooks Desktop. If you need more help, I suggest contacting our QuickBooks Support Team via chat or callback.

 

Our customer support is available from 6 AM - 6 PM PT (Monday - Friday) and 6 AM - 6 PM PT (Saturday). You can reach them through these steps:

 

  1. Click the Help tab in the upper-right corner.
  2. Go to the Assistant tab.
  3. Click Get help from a human.
  4. Choose Chat with us or Have us call you

 

You can also check this article for more details about the export limitations, like how your data converts to the Desktop version: Limitations when you convert from QuickBooks Online to QuickBooks Desktop.

 

Drop me a comment below if you have any other questions regarding your QuickBooks data. I'll be happy to help you some more.

Fiat Lux - ASIA
Level 15

Switching from Quickbooks Online to Quickbooks Desktop


@BTN2021 wrote:

Will Quickbooks support be available to assist with the switchback?

 

@BTN2021 

Support doesn't offer any conversion service. You may follow the instruction as explained by AlcaeusF to convert data from QB Online to QB Desktop. You may utilize the trial license of QBD 2021 Pro to open the file and purchase the one time license of it later. Another option, you can purchase a 3rd party conversion service.    

AJHC
Level 1

Switching from Quickbooks Online to Quickbooks Desktop

Hi, I want to convert QuickBooks Online data to QuickBooks Desktop, I cannot see "Get Started" button in https://app.qbo.intuit.com/app/exportqbodatatoqbdt 

 

Further I have contacted customer service chat and they said...

"QuickBooks online on the International version there is no direct option to export QBXML file, On QuickBooks online International you can only export data through excel file or PDF"

 

Can anyone help and guide how to export QBXML file to convert from QBO to QBDT please...

Fiat Lux - ASIA
Level 15

Switching from Quickbooks Online to Quickbooks Desktop

@AJHC 

The converter tool only supports QBO US version. If you are using non QBO US version, you have to purchase a 3rd party conversion service to migrate it to QBO US version as the first step.

AJHC
Level 1

Switching from Quickbooks Online to Quickbooks Desktop

Thank you @Fiat Lux - ASIA  for your reply, how can I purchase 3rd party service? any steps or guidance please? 

Fiat Lux - ASIA
Level 15

Switching from Quickbooks Online to Quickbooks Desktop

@AJHC 

Contact us in private for details.

jeffrey-r-spring
Level 2

Switching from Quickbooks Online to Quickbooks Desktop

This did not work - my url is https://app.qbo.intuit.com/app/homepage and I get a 404 page not found error.  I do have multiple accounts if that is the issue

Fiat Lux - ASIA
Level 15

Switching from Quickbooks Online to Quickbooks Desktop

@jeffrey-r-spring 

Did you try to convert data from QBO US version to QBD US version? Try opening the link on your private/incognito browser.

DivinaMercy_N
Moderator

Switching from Quickbooks Online to Quickbooks Desktop

Hi there, @jeffrey-r-spring. I'm here to ensure you'll be able to access the QuickBooks Online (QBO) login page without any error. 

 

The error you encounter when accessing the URL might be caused by a cache-related issue. This is a component of the browser that speeds up the loading process when accessing websites. However, there are times that it gets corrupted causing odd behaviors.

 

To verify, I recommend opening your browser in incognito mode and opening the link. This is a private browser that does not store cache and will give you a clean slate to prevent issues. Below are the shortcut keys that you can use:

 

  • Google Chrome: Press CTRL + Shift + N.
  • Safari: Press Command + Shift + N.
  • Microsoft Edge: Press CTRL + Shift + N.
  • Mozilla Firefox: Press CTRL + Shift + P.

 

Once opened, paste the URL on the address bar to sign in to your QBO account. If you encounter no error, I recommend clearing the cache of your regular browser to eliminate damaged files. If the same thing happens, I suggest using another supported browser or device to open your account.

 

When signed in, here's a helpful guide that you can use in moving your data to QuickBooks Desktop (QBDT): Move your QuickBooks Online data to QuickBooks Desktop. 


Let me know how the steps go. I'd appreciate any details you can provide. If you have any other concerns about the accessing QBO URL, feel free to post again here. I'm just around the corner and ready to help whenever needed. Have a good one and keep safe.

jeffrey-r-spring
Level 2

Switching from Quickbooks Online to Quickbooks Desktop

The issue may be that the address/URL in the browser is simply "https://app.qbo.intuit.com/app/homepage?useNeo=true" after I choose the company I want to move to desktop from QBO?

jme6
Level 1

Switching from Quickbooks Online to Quickbooks Desktop

I am switching from Quickbooks Online back to Quickbooks desktop.  Everything migrated except the history of payroll and payroll. Please help.

SheandL
QuickBooks Team

Switching from Quickbooks Online to Quickbooks Desktop

There are limitations when you import your data from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT), @jme6. I'm here to shed some light on this and share some insight on resolving this matter.

 

When you migrate from QBO to QBDT, some specific information and features won't transfer. This includes your payroll history and data from your QBO account. You can read through this article for additional details: Learn how features and data move from QuickBooks Online to QuickBooks Desktop.

 

Additionally, if you've already paid your employees using your QBO account, it's important to add their paychecks and tax payments in QBDT to ensure that your books are accurate. To accomplish this, you can follow the steps below.

 

Before proceeding, ensure your QBDT Payroll Service is activated to add your prior payroll information seamlessly.

 

  1. Open the payroll setup
  2. Add your employee's prior paychecks
  3. Add your prior payroll tax payments
  4. Add other prior payroll-related payments

 

For more detailed steps about the steps mentioned, check out this article:  Add payroll info to QuickBooks Desktop Payroll when you already paid employees this year.

 

If you want to pay your employees and contractors through direct deposit and save time while creating and running their payroll. You can check these articles to help you out:

 

 

Feel free to comment on this post if you have other questions about migrating data from this software. I'll be sure to help you out as soon as possible.

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