Export Data

Converting your Data from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT) Pro Premier

Using Internet Explorer 10 or higher, login to the QuickBooks Online (QBO) company from which you wish to export your data. Yes, Internet Explorer browser! Google Chrome browser will not work for this task!

To move your company data from QuickBooks Online to QuickBooks Desktop:
From the home page screen > Computer Gear icon (upper right corner) > Tools > Export Data

tools export data

Exporting Steps:
Step 1: Set up your system for success
Configure your system so that it meets the technical requirements for exporting.

Using Internet Explorer 10 or higher, login to the QuickBooks Online company from which you wish to export your data.

Step 2: Select the type of data to export
Choose whether to export all company data or just company data without transactions.

Step 3: Request your data
QBO will check your company data to make sure it can be exported. They will let you know within 12 hours or less by email or activity on your home page.

take action download file

Step 4: Export data and create a QuickBooks Desktop company file
From the Home page, click the link to download your data and automatically create a QuickBooks for Windows company file.
Open QuickBooks Desktop (Pro/Premier) in single-user mode as Administrator. Make sure to have “No Company Open” (File > Close Company > Click Edit List > Select Hide checkbox> Click OK). New company file will automatically build itself within QBDT. When it’s done, QuickBooks desktop will automatically open the new company file.
no company open

Step 5: Check your reports in QuickBooks for Windows
Run a P&L report and Balance Sheet report in QuickBooks for Windows to make sure your data is accurate.

Step 6:
Verify data in QuickBooks Desktop.
Compare financial reports (Trial Balance, Profit, and Loss and Balance Sheet) between QBO and QBDT to ensure that the financial data match.
Make necessary adjustments with consultation with your Accountant.


 

Our Instructional Videos:

Converting your data from QBO to QBDT
Part 1:
https://youtu.be/P0A9ARfHG9g
Part 2:
https://youtu.be/7z19rUmZpKQ
Part 3:
https://youtu.be/X7oBGMXjpUw
Export Limitations:
https://youtu.be/XZRepgAvuIA


 

OTHER HELPFUL ARTICLES FROM QUICKBOOKS:
Exporting from Online to Desktop
https://community.intuit.com/articles/1145829-exporting-from-online-to-desktop

Exporting from QBO to QuickBooks desktop editions
https://community.intuit.com/articles/1137924-exporting-from-qbo-to-quickbooks-desktop-editions
Visual Guide to Export
https://community.intuit.com/articles/1207911-visual-guide-to-export

Export limitations
https://community.intuit.com/articles/1248340-export-limitations