How to Convert Data File from QuickBooks Online to QuickBooks Desktop?

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Convert Data File from QuickBooks Online

In this article, you’ll learn how to convert data file from QuickBooks online to Desktop. The conversion process will in no way alter your accounting data, through not all the data will be converted. Although QuickBooks online is a great accounting solution, it doesn’t offer as many features and functionalities as the desktop version of the software. So if you’re trying to move to the desktop version, follow the methods provided below.

Steps to Export/Convert data file from QuickBooks Online to QuickBooks Desktop

Important: We recommend you to login with QuickBooks Administrator credentials to convert your company file.

Setup Security Settings for Internet Explorer

Before you start the conversion process, you need to configure the security settings in Internet Explorer. The steps to do so are provided below:

  1. Go to the internet explorer icon and right click on it.
  2. Click on Run as Administrator
  3. Go to tools and select Internet Options
  4. Go to Security
  5. Select Trusted Sites
  6. Click on Sites
  7. Add the following URLs to the list:
    • *.intuit.com
    • *.qbo.intuit.com
  8. Disable the option for ‘Enable Protected Mode’
  9. Click on Apply and hit Okay

Settings up QuickBooks Desktop for the Export

Once you’ve configured Internet Explorer, you can move on to configuring QuickBooks desktop for import of all accounting data. Here are the steps for the same:

  1. Go to QuickBooks Desktop Icon and right click on it
  2. Click on Run as Administrator
  3. From the main menu, click on File
  4. Select Close Company
  5. Minimize the window for QuickBooks Desktop

Don’t close the desktop application after you’ve configured the settings. If your system doesn’t have enough memory, then you should first configure QBO and then move to QuickBooks Desktop.

Settings up QuickBooks online for Export the Data

Last application that you must configure before converting data is QuickBooks online. Make sure that you have the credentials for an administrative account. Without administrative privileges, you won’t be able to make necessary changes to the settings.

Follow the settings provided below to configure QuickBooks online for data export:

  1. Log into QuickBooks online account.
  2. Go to Settings and Click on Gear Icon.
  3. Click on Export Data
  4. Select or enter the reason for which you want to export data.
  5. Click on Learn More in the moving to QuickBooks Desktop section.
    export data screenshot min
  6. Click on Learn more in the Download company data section
    export data screenshot 2
  7. Now review your data from the export overview screen, Click on Get Started
    export data screenshot 3
  8. Click on Install ActiveX Control Now
    Export data Screenshot 4
  9. Hit Continue
  10. Select all the data you want to include in the export file
    Export data Screenshot 5
  11. Review your preferences
  12. Fill in your contact details and click on continue.

QuickBooks online will start preparing your data for export. This process can take up to 2 hours, mostly depending on the amount of transactions present in a company file. Once the export file is ready, you’ll receive a confirmation email on the registered address.

Export Data from QuickBooks Online

After you get the confirmation message on your email address, follow the steps provided below:

  1. Log into QuickBooks Online
  2. Go to Settings
  3. Click on Export Data
  4. Select Continue to Download
  5. Click on Download
  6. Click on Convert Now when the download finishes
  7. Save the file in any folder except Desktop
  8. Click on Finished

While the export process is going on, the progress bar will stop for a long time on multiple occasions. Don’t stop the conversion process because of this reason. The conversion process continues in the background.

To know more, or for help with converting QuickBooks online data to desktop, get in touch with our experts at +1-800-865-4183.