A Simple Approach to Convert QuickBooks Online to Desktop

By deciding to convert QuickBooks Online to Desktop, you are essentially moving your files from the online to the desktop version of the program. The two versions of this application, QBO and QBDT, have different features. Therefore, users have the option to terminate one subscription and choose a new one if their needs change.

The fact that QuickBooks Online is cloud-based is the main difference between it and QuickBooks Desktop. It suggests that anyone can register and access data from anywhere at any time. In contrast, QuickBooks Desktop is only available for installation on specific network-connected devices.

To convert your QBO to QBDT with technical expertise, simply call +1(855)-738–0359, communicate with them, and seek their information. Your queries will be resolved instantly. 

Things to Remember Before You Start the Conversion Procedure

The following are some factors to take into account when transferring data from QuickBooks Online to QuickBooks Desktop:

• You need to remember that their desktop versions of QuickBooks must work with it, and that Internet Explorer must be 32-bit because 64-bit versions will cause errors and hinder progress
• Conversion requires Internet Explorer 10 or higher, so keep that in mind first
• In the case of Windows, the desktop application must be the 2004 edition or later because it is not possible to move to versions of QuickBooks Basic 2004 or earlier
• Direct conversion is not possible if you are using QuickBooks Desktop on a Mac, since the process could vary

Use QuickBooks Migration Tool to Convert QuickBooks Online to Desktop

To convert QBO to QBDT, use the migration tool for an effortless process. However, it is a challenging process, but it can fix this. 

Solution 1: Download the QB application for your desktop

• You need to open QBDT & select the File menu
• Then, click the Close Company option
• Now, let the QB application run as you finish the rest of the solutions

Solution 2: Access QB Online and get the Migration Tool

• Use the Intuit-supported browser to enter your Intuit account credentials and log into your QBO account
• Go to https://app.qbo.intuit.com/app/exportqbodatatoqbdt and click, after which you press the keyboard's Enter key
• This is the Export Overview. It is also readable by you
• After choosing Get Started, you can print it if necessary
• The migration utility can be downloaded by selecting the Download tool option
• Click Next after starting the installation of the downloaded tool
• After making sure the licensing agreement's terms are correct, click Next
• After selecting Complete as the setup type, click Next
• Click Finish after selecting Install

Solution 3: Get the QuickBooks Online and export file ready

• Visit QB Online again
• Hit Continue after the Prepare to Export window appears
• After selecting the data you want to export, all data with transactions or only listings and balances click Continue
• Click on the Learn about the QuickBooks Desktop data conversion constraints option
• After learning about the obstacles to migration, click Continue
• Enter the name and email address you would like to receive the confirmation email, click Continue, and then click Close
• It will open the QBO file again. Await confirmation via email
• Click Get Started once you're back in QBO's export screen
• On the page that says Prepare to Export, tap Continue
• The Select your Data page will appear
• After selecting the same option as before, press Continue
• The page for exporting from QuickBooks Online will launch
• You will see a notification that says you already have a file to download; select Continue to Download
• Click on the QBXML File Download option
• If QuickBooks asks, select a location to save the file, such as your desktop, then click Continue to export QBO to Desktop
• Make sure you are on the screen with No Company Open
• Choose Close Company after clicking File for an open company
• At the end, open the reports to see the before and after export results

Conclusion

With this blog, you will convert QBO to QBDT on your screen. The steps mentioned in this blog will make the process smooth. However, if you're not able to, you can dial +1(855)-738–0359 to connect with our experts; they will make it effortless.

Also read about:- QuickBooks Desktop IIF Import Error And How Can I Fix It 

Frequently Asked Questions About Converting QuickBooks Online to Desktop

What does it mean to convert QuickBooks Online to Desktop

• Converting QuickBooks Online to Desktop means transferring your financial data, transactions, and company file from the cloud-based QuickBooks Online platform to the locally installed QuickBooks Desktop version. This process allows you to work offline, utilize advanced Desktop features, and maintain local control over your data.

Why would someone want to switch from QuickBooks Online to Desktop

• Many users switch to QuickBooks Desktop for its advanced inventory management, job costing, customizable reporting, and the ability to work without an internet connection. Some businesses also prefer the one-time license cost of Desktop over the subscription model of QuickBooks Online.

Is it possible to convert all data from QuickBooks Online to Desktop

• While most core data such as customers, vendors, invoices, payments, and accounts can be converted, some features and reports in QuickBooks Online do not have a direct match in Desktop. Certain fields or data formats may require manual adjustments after the conversion.

Do I need any special tools to perform the conversion

• Yes, Intuit provides a built-in export option in QuickBooks Online and a migration tool that works with QuickBooks Desktop. You may also need Microsoft Excel and Internet Explorer in some cases to complete the export successfully.

Can I perform the conversion without professional help

• It is possible to convert QuickBooks Online to Desktop yourself by following Intuit's step-by-step guide. However, if you have complex data, multiple users, or customized reports, hiring a QuickBooks ProAdvisor or technical expert is often recommended to avoid data loss.

How long does the conversion process take

• The time required depends on the size of your company file and internet speed. Small businesses can complete the conversion in less than an hour, while larger companies with years of transactions may need several hours to complete the process.

Will my QuickBooks Online account remain active after conversion

• Yes, your QuickBooks Online account will remain active until you cancel your subscription. Many users keep their online account for a short period after conversion to verify that all data has been transferred correctly.

What are the main challenges when converting QuickBooks Online to Desktop

• Common challenges include formatting errors, missing list items, payroll data not transferring perfectly, and incompatibility between certain QuickBooks Online features and Desktop. Proper planning and verification are essential to overcome these challenges.

Can payroll data be transferred during conversion

• Payroll data is often one of the trickiest elements to transfer because of different calculation methods in QuickBooks Online and Desktop. While basic payroll history can be exported, detailed payroll reports may need to be re-entered manually in Desktop.

Do I need the latest version of QuickBooks Desktop for conversion

• It is strongly recommended to use the latest version of QuickBooks Desktop for a smoother conversion process and better compatibility with QuickBooks Online data. Older versions may not support direct imports from QuickBooks Online.

Will I lose my custom reports during conversion

• Custom reports created in QuickBooks Online do not always carry over to Desktop. You may need to recreate these reports using the customization options available in QuickBooks Desktop.

Is converting from QuickBooks Online to Desktop reversible

• Yes, you can move data back from QuickBooks Desktop to QuickBooks Online, but the process is different and may involve additional steps or assistance from Intuit. It's always important to back up your data before starting any migration.