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Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.

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Replying to:
IamjuViel
QuickBooks Team

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It's good to see you here, @anchorman.

 

I'm here to help walk you through moving your client from QuickBooks Online to QuickBooks Desktop.

 

For starters, there's no direct way to move your client's account from QuickBooks Online to QuickBooks Desktop.

 

Here's how:

  1. Login to your client's QuickBooks Online account.
  2. Go to the Gear Icon.
  3. Choose Export Data.
  4. Enter your reason why you're exporting your client's data.
  5. Click Continue.
  6. Under Moving to QuickBooks Desktop?, select Learn more.
  7. Under Download company data, choose Learn more.
  8. Review your data from the export overview screen, then click Get Started.
  9. In the Exporting from QuickBooks Online page, select Continue to Download.
  10. Follow the rest of on-screen instruction to complete the exporting process.

For a more step-by step instruction, you may check out this article: Export data file from QuickBooks Online to Desktop.

 

Just a heads-up, there are some information that may not be included during the moving process. You may check out this article for additional insights about the exporting limitations - QuickBooks Online to QuickBooks Desktop.

 

If you need further assistance with the process above, I'd suggest contacting our Customer Care Team. A specialist will be able to further help you via secured remote access session.

 

Here’s how to contact us:

  1. Click the Help menu.
  2. Choose Contact Us.
  3. Under How can we help?, type in your β€œImport Customer’s List”.
  4. Hit Continue.
  5. Click Get our phone number to contact us.

Please don't hesitate to click the Reply button if you have other questions about changing your client's QuickBooks subscription. I'm always here to lend a hand.

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