A Quick Guide to Migrate from QuickBooks Online to Desktop

Are you trying to upgrade your software? If you have been trying to migrate from QuickBooks Online to Desktop, this blog will help you achieve it smoothly. Sometimes, while you attempt to upgrade your QB Online to the Desktop version, it stops working, or the export or other option disappears. The reasons for these issues could be incorrect mapping, data conversion issues, etc. So follow the blog to achieve this without encountering any errors.

There is also a mention of things that will move, including the ones that will move due to export limitations.

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If you find any step or point regarding QuickBooks difficult to understand while reading the article, call +1.833.802.0002 and speak with an expert.

Reasons for the Transaction Disappearance While QB Migration

After migrating customer transactions to QuickBooks Desktop, several issues may cause transactions not to appear:

• Data Conversion Issues: Errors or problems during migration can result in incomplete or missing transaction data in QuickBooks Desktop.

• Incorrect Mapping: If the data fields from the previous system aren't mapped correctly to QuickBooks Desktop, transactions may be assigned to the wrong accounts or not imported at all.

• Data Filtering: Transactions might be in QuickBooks Desktop but not visible due to incorrect filters or settings. Review transaction list filters to ensure all transactions are displayed.

• Data Corruption: Migration process errors can lead to data corruption and missing transactions. In such cases, restoring a pre-migration backup and reattempting the migration may be necessary.

Stepwise Guide for Complete QB Online to Desktop Migration

The process of migrating the QuickBooks Online version to QB Desktop contains many steps, so stick to the instructions given carefully:

Step 1: Get QuickBooks Desktop

Install QuickBooks Desktop on your computer if you haven't done so previously.

1. Launch the desktop version of QuickBooks.

2. Navigate to File, then choose Close Company. Keep QuickBooks Desktop open as you finish the following stages.

Note*: Only data from QuickBooks Desktop for Windows can be transferred. After moving it to Windows, you can convert it to QuickBooks for Mac.*

Step 2: Download the Migration Tool And Log Into QuickBooks Online

1. Use one of the supported browsers to log into the QuickBooks Online account you wish to convert. Enter your Intuit Account login information.

2. Choose the URL and enter exportqbodatatoqbdt instead of anything that comes after /app/.

app.qbo.intuit.com/app/exportqbodatatoqbdt should be the URL. Next, hit the Enter key. During this process, links to other assistance tasks won't function.

3. The Export Overview will appear. Review it. If you'd like, you can print it. Click "Get Started."

4. To download the QuickBooks Desktop migration tool, select Download utility.

5. After downloading the utility, run it and choose Next to install it.

6. Click Next after you have accepted the licensing agreement's conditions.

7. After choosing Complete as the setup type, click Next.

8. Finally, hit the Install option, then Finish

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Step 3: Prepare the File Exportation and Select QBOnline Data For Export

1. Go back to QuickBooks Online. You should still be on Step 1: Prepare for the export window. Select Continue.

2. Choose what data you want to export. You can transfer all the data with transactions or just list and balances. Select Continue.

3. Select Learn about the limitations of converting data for QuickBooks Desktop to learn about migration impacting constraints, and hit the Continue option.

4. Type out the name and email address to which you want the migration confirmation email sent and select Continue.

5. Select the Close option to return to your QBO file. Wait for your email confirmation. Depending on the amount of data you migrate, the email may take some time to arrive.

6. You'll have to return to QuickBooks Online's export screen. To return to the export page, follow the preceding instructions in Step 2 and choose Get Started.

7. Choose Continue from the Prepare to Export page.

8. Choose the same selection as before and click Continue on the Choose your data screen.

9. A notification will state that you already have a file to download on the Exporting from QuickBooks Online page. To continue downloading, select Continue to Download.

10. Click on Download QBXML file. If QuickBooks asks you to save the file, click Continue and pick a simple location, such as your desktop.

11. Verify that you are on the No Company Open screen in QuickBooks Desktop.

12. You'll need to return to the export screen in QuickBooks Online. Repeat the previous steps in Step 2 to return to the export page, and then select Get Started.

13. On the Prepare to Export page, select Continue. If you have an open company, go to File and choose Close company. View your reports before and after the export for data comparison.

Step 4: Launch the Migration Program for Quickbooks Desktop

1. Ensure that the No Company Open screen is displayed when using QuickBooks Desktop.

2. After downloading the QuickBooks Desktop migration tool program in step 2, launch it.

3. Click Import after entering or navigating to the path of the downloaded QBXML file.

4. You can give your new QuickBooks Desktop file a name and location.

5. Search for the Application Certificate for QuickBooks. If QuickBooks Desktop is running in the background, it can be obscured by other screens. Choose the read/modify privileges and if you wish to grant access to personal data. Hit the Continue and Done options on the confirmation screen.

6. After successfully importing your data, click Done.

Note: The completion process can be time-consuming. It is not necessarily the case that the export has failed, even if it appears to be stuck. The progress bar will move again in a few minutes.

If there is no movement of the status bar

Once more, look for an Application Certificate in QuickBooks Desktop.

1. To open QuickBooks, click the desktop icon in the Windows Taskbar. There, you will get the Application Certificate.

2. Click the Yes button at each request on the Application Certificate. On the confirmation page, choose Continue and Done.

Step 5: Check Your Data Was Exported Properly

Use the Profit and Loss report to ensure that your books match after exporting your business. Execute one in QuickBooks Desktop and contrast it with the same report on QuickBooks Online.

Note: For reports to match when comparing, run them on an accrual basis.

Step 6: You Cancel QuickBooks Online (Optional)

1. Learn how to cancel your plan if you no longer require QuickBooks Online.

The blog describes how to migrate from QuickBooks Online to Desktop. It also lays out the points that can cause errors in this migration process. If you have doubts or confusion about the steps in the blog above, you can always seek expert help by calling them on +1.833.802.0002.

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