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kemio0504
Level 1

How do I migrate data for a company from on line to desktop?

 
1 Comment 1
MaryLurleenM
Moderator

How do I migrate data for a company from on line to desktop?

You'll need to export the data out of QuickBooks Online first, kemio0504.

 

Note that QB Desktop is only available in these regions:

  • United States
  • United Kingdom
  • Canada

Here's how to export:

  1. Click the Gear icon.
  2. Select Export Data.
  3. On the Reports tab, set the desired date range.
  4. Add or remove items from the Reports and Lists tabs by toggling the slider.
  5. Select Export to Excel.

You can also export these non-posting transactions and attachments:

  • Estimates
  • Purchase Orders
  • Customer Statements
  • Attachments
  • Recurring Templates
  • Chart of Accounts
  • Product and Services.

Check this article to know how to export them: https://community.intuit.com/articles/1779266.

Once exported, you can follow these steps to import in QB Desktop:

 

  1. Click File on the menu.
  2. Select Utilities, then Import.
  3. Click Excel Files.

Please let me know if you have other questions about the process.