QuickBooks Data Migration from Online to Desktop: Convenient Steps

If you are having difficulty understanding the steps or are unable to eliminate the error message on your own, you can reach out to us at 1.855.738.2784 to get assistance from our team of QB experts.

Some Prerequisites to Switch from QuickBooks Online to Desktop

1. The QuickBooks migration process to convert to QB Desktop can only be performed if you are using the US version.
2. You need to perform the migration process as a Windows admin user rather than a normal QB user.
3. The internet explorer version needs to be ten or later for a successful conversion process, and make sure not to use a 64-bit Windows version.
4. Lastly, install ActiveX on your computer to run the QB migration process successfully.

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Effective Steps on How to Manually Export Data from QuickBooks Online to Desktop

1. Set up Internet Explorer from the Tools menu by selecting Internet Options and going to the Security tab.
2. Uncheck the Server Verification box and add Intuit to the field box, followed by disabling the Enable Protect Mode.
3. Now, to export the data go to the Gear icon and select Export Data, followed by installing the ActiveX application.
4. Once installed, select the data you want to export and click on Continue to Download to initiate the migration process.
5. From your QBO account, select the Create New QuickBooks File pop-up, and save the file at an accessible location once the export completes.
6. Next, launch QuickBooks Desktop and go to the No Company Open window to select the Close Company option.
7. After the download finishes, go to the Convert Now tab and choose an internal location to save the newly created QuickBooks file.
8. Lastly, hit Finish and end the conversion process, followed by checking if there are any mismatches in the converted data file.
9. To check the exported information, go to the File menu and hit the Close Company option, and review the profit and loss file.
10. Review all the essential data and reports, and if there are no discrepancies, continue performing your accounting functions in QuickBooks Desktop.

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Conclusion

You can easily perform the QuickBooks data migration from Online to Desktop by using the steps given above. If there are issues in the migration process, you can call us at 1.855.738.2784 to get assistance from our technical support team.

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