A Detailed Manual to Migrate QB Online to QB Desktop

QuickBooks Desktop migration failed unexpectedly

Are you looking for a precise manual to export your QB Online company file data to QuickBooks Desktop? If so, this blog will prove to be the ultimate guide that will help you transfer all your QB data and transactions to QuickBooks Desktop. The transfer to QuickBooks Desktop can be quite a lengthy process, so you have to ensure that you follow each step correctly and accurately. This blog will assist you until the migration process is completed. 

If you feel the QuickBooks migration process is a lengthy and hard process to perform on your own, then you must dial +1(800) 780-306 and speak with a QuickBooks expert for assistance.

Steps to Convert QuickBooks Online to QB Desktop

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

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

2. Download the Migration Tool.

3. Then log into QuickBooks Online.

4. Prepare the file exportation and select QB Online data for export by going back to QuickBooks Online. Prepare for the export window. 

5. Select Continue.

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

7. Now, request your data page to convert data for QuickBooks Desktop to learn about migration impacting constraints, and hit the Continue option. 

8. Type out the Name and Email address to which you want the migration confirmation email sent and select Continue.

9. 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.

10. You'll have to return to QuickBooks Online's export screen. To return to the export page, follow the preceding instructions in Step 3 and choose Get Started.

11. Choose Continue from the Prepare to Export page.

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

13. 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.

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

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

16. You'll need to return to the export screen in QuickBooks Online. Repeat the previous steps in Step 3 to return to the export page, and then select Get Started.

17. 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.

18. Launch the migration program for QuickBooks Desktop.

19. 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.

20. Then, cancel your plan if you no longer require QuickBooks Online.

If, after performing the above steps, you notice QuickBooks Desktop migration failed unexpectedly, you can update QB or register it after reinstalling the software. 

This comprehensive blog explains how to migrate from QuickBooks Desktop to QuickBooks Online. If you have any confusion or doubts about the process, immediately speak with an experienced QuickBooks expert.