QuickBooks Online to Desktop Data Conversion

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Managing a business is a big task which can take a toll on you. This is why you need an accounting software that provides you the best benefits. QuickBooks is one such accounting software which brings in efficiency since day one of its use. It offers you one place to control and see through all your business information. Now, QuickBooks comes in with various versions so you have to ensure which one is best for you.

Both QuickBooks Online and QuickBooks Desktop are two efficient accounting software. However, if you have a business that requires some of the conventional approach, you should go for QuickBooks Desktop. This article will provide you all the information about conversion from QuickBooks Online to QuickBooks Desktop.

Things you need to check before Converting QuickBooks Online to QuickBooks Desktop?

Internet Explorer 10 or higher needed in order to convert.
Internet Explorer can used to convert QuickBooks online to desktop software; however, you will need to ensure that your computer is running version 11.
QuickBooks Desktop should Windows Premier, Enterprise, or Pro edition or later, and it should have released in 2004.
The conversion cannot completed without ActiveX, which is necessary for it to done.
QuickBooks should work with 32-bit Internet Explorer; 64-bit versions may cause errors and prevent you from proceeding.
One Invited Accountant account should be available to you; it would be preferable if you were a master or company administrator.
There are limitations on the conversion of certain goods, sellers, and services for the non-US edition, chart of accounts, and other export items on the excel list.

How to export data and convert QuickBooks Online to QuickBooks Desktop?

The instructions for switching from QuickBooks Online to QuickBooks Desktop listed below.

To begin with, select Company >>>. After choosing More, select Export Data from the dropdown.
Verify whether ActiveX installed on your machine. In the event if not, you must install ActiveX on your computer.
Now, after installing ActiveX, select the “Export Interview” option. The “Export Overview” option has “Export Interview” available.
After making your choice between “Lists” and “Lists and Transactions,” click “Next.” Whether you wish to import all the data or only a portion of it depends on that.
Now choose the QuickBooks version you want to convert from the drop-down menu and click Next.
After selecting the appropriate checkboxes to indicate your understanding of the conversion process’ limitations, click Next.
On the next screen, mention your name and email address. You will receive an email confirmation at the address you provided; click OK. [At this point, watch for the data to convert and export. It is best not to make any changes while converting.]
If you received an email confirming the data, you may now export it with ease. After checking and choosing the email you got, click Next to download the data to the destination folder. Finally, pick Convert to convert your data.
If you are unable to finish at this time, you can also choose to complete the “Export Interview” option if you so choose. To finish, just download the file from the email, close the interview, and you’re done. You must begin the interview over if you wish to resume.
Give the newly converted file a name, then allow Internet Explorer to open it by providing permission. Through a status window, the conversion’s progress may be observed.
Lastly, decide whether or not you want to continue using the QuickBooks online subscription. You can view your data for up to a year or you can reactivate the account.

How do you convert/Migrate QuickBooks Online Data to QuickBooks Desktop?

We will provide you with a full guide on how to move your data from QuickBooks Online to QuickBooks Desktop for windows. Once you export your data to QuickBooks Desktop things will have a sudden shift and will look different.

Step 1: Download QuickBooks Desktop

Download and install QuickBooks Desktop on your PC if it is not there already. In case you don’t have a license for QuickBooks Desktop, you can download the QuickBooks Desktop File Restoration Tool for this process.
Start up QuickBooks Desktop
Select Close Company under the files. While you finish the remaining tasks, make sure that QuickBooks is running in the background.

Step 2: Sign in to QuickBooks Online and download the tool for Migration

With the help of a supported web browser, Log into the QuickBooks Online account that you wish to convert. Use your Intuit login information.

Choose the URL and substitute exportqbodatatoqbdt for everything that follows /app/. https://app.qbo.intuit.com/app/exportqbodatatoqbdt is the correct URL.

Next, select Enter using your keyboard. During this time, links to other support jobs won’t work.
You’ll see an Export Overview Window open. Examine the Export Overview. You are welcome to print it out. Select “Get Started.”
Select the Download tool to begin downloading the QuickBooks Desktop migration software.

After downloading the utility, launch it to install it, and then select the next option.

After accepting the terms of the license agreement, click next.
From the setup options, select Complete, and then click the next button.
Finally, you must choose Install. Once that is done, click Finish.

Step 3: Prepare Your File for Export and Select Your Data in QuickBooks Online for Export

Vist QuickBooks online once more. You must continue with step 1 and get ready to export the window. Choose Continue.

Choose the information you want to export. You have the option to export balances and listings separately, or export data complete with transactions. Select “Continue.”

You must choose Learn about the constraints of converting data for QuickBooks Desktop and then click Continue to find out about the restrictions that may affect your migration.

After providing the person and email address that should receive the migration confirmation email, click Continue.

Return to your QuickBooks Online file and click the email confirmation box’s Close option. Emails take some time to arrive, so wait for them. based on the volume of data you move.

You have to go back to the export screen in QuickBooks Online. Follow the steps from Step 2 again to get back to the export page and select Get Started.

Select to continue on to prepare the export page.

On the Select your data page, select the same option as before and click Proceed.

On the Exporting from QuickBooks Online page, you will notice that there is a notification indicating that you already have a file available for download. To proceed, select Download.

To download, select the QBXML file. In the event that QuickBooks prompts you to save the file, click Proceed and choose an easily accessible area, like your desktop.

Verify that QuickBooks Desktop is showing the No Company Open screen. If a company opens it, you must first click on File Open before selecting Close Company. View your reports to compare your data before and after the export.

Step 4: Run the QuickBooks Desktop Migration Tool

Make sure that QuickBooks Desktop is running and there is no company screen displayed.
Launch the QuickBooks Desktop Migration application that you downloaded.
Select Import and then provide the path of the downloaded QBXML file.
Select the name for your new QuickBooks Desktop File as well as location.
A QuickBooks- Application Certificate should be located. In case QuickBooks Desktop is running in the background, it can be hidden by other screens. Choose the option to read/to modify running privileges. If you wish to permit access to personal information, on the confirmation screen click continue and Done.
Once your data is successfully imported, click on Continue and Done.

Step 5: Verify your Exported information and check the accuracy

To make sure that your QuickBooks information matches, use the profit and loss report after you export your company. You can run one in the QuickBooks Online and match the same report in QuickBooks Desktop.

How to start with the conversion process of QuickBooks Online?

Step 1: You have to be sure about your product needs- It is very important for your QuickBooks Conversion expert to spend a good amount of time getting to know your company and current system. This will help them in understanding your company’s requirements. Your business’s centric growth and key values are extremely important in order to generate more profit. For this, you’ll need very specific QuickBooks Products like QuickBooks Enterprise, Payrolls, or Field Service Management.
Step 2: Arrange and Set the Template- Every business has its own set of requirements. It is important to check if QuickBooks fits your company properly and is able to gather all the data from your current accounting system. For this, you need to double click a part in both the new QuickBooks record and old system during this short period of time. Now you retrieve all your data including reports such as P&L, financial record etc. Not just this, you can include any other data that needs to be switched.
Step 3: Train the team for efficiency- The entire process of transitioning your data requires efficiency. So in order to ensure your data gets migrated in the best way possible, you need to ensure a training team. Training would be beneficial for smooth transitions of your software. Ensuring your team’s efficiency will bring in growth into your business.
Step 4: Review your QuickBooks- This is the most crucial step as with this you will go through your QuickBooks to locate any issue. Many times, it gets very difficult to understand the depth to which your data is important. If once the data is lost, it gets difficult to retrieve it back. This makes it essential for users to double check the imported data. If you still require to move more data, do it from your old system to QuickBooks.

Step 5: The Follow up Process- Now that everything is ready you may run your QuickBooks software for a month to see if there are any problems. With the instruction manual, you can get any information that was not able to be retrieved in the process. Moreover, you can enable ongoing monthly or quarterly closing services which will help you stay on the target.