Method for QuickBooks Data Migration from Online to Desktop

QuickBooks is a dependable bookkeeping software that has been serving its users for more than three decades. The software allows users to manage their finance and control expenses. Users might sometimes need to switch QB versions according to their business suitability. To ensure a secure transfer of data, Intuit offers QuickBooks Data Migration from Online to Desktop. If you are also trying to move your data between these versions, this blog will help with every aspect of the data migration and a procedure to execute it.

You are advised to migrate your data without any risks with the professional help from QB experts available at 1.855.738.2784.

About Data Migration

We all know there are various QB versions designed according to the need of different user categories. Each version is created specifically for different types of businesses, and people can choose the most suitable version. Sometimes, a user from another accounting software or a different QB version can also choose to switch their bookkeeping software. In that case, the security of financial data is a priority. Intuit offers QuickBooks Data migration that helps users to move their data securely from another accounting software or between QuickBooks versions. 

You must always create a backup of your data to safeguard your data from any unfortunate incident that can occur during data migration. Here’s a way to create a full data backup before proceeding with migration-

1. Go to the File menu of QuickBooks on the server computer.
2. Tap Utilities and select Stop hosting multi-user Access.
3. Select the File option again and click the Backup Company option.
4. Click the Create Local Backup option and hit Local Backup in the next window.
5. Tap Next and click Browse to set a location for saving your backup file.
6. Click on the Save it now option and tap Next.

This’ll create a backup file of your data which you can use to recover your data if data migration gets affected by any issues.

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Procedure

You must know there is no way t to move your data directly from QuickBooks Online to QuickBooks Desktop. Instead, you can convert your data and move it between the QuickBooks versions. The Intuit recommended procedure for data migration is given below-

1. Open QuickBooks Online and log in as an Admin user.
2. Click on the Gear icon in the menu and select Export data in the options list.
3. In the next window, state a reason you are trying to migrate your data.
4. Tap the Continue option located at the bottom of the tab.
5. Verify that the data filled in the export window is correct, and tap the Export to Excel option.
6. Click on Continue to download when the Exporting from QuickBooks Online page appears on the screen.
7. Follow the software’s on-screen instructions to convert and move your data from QuickBooks Online securely.

This procedure will help you migrate your data securely.

Conclusion

We have reached the end of this blog that provides the correct procedure for QuickBooks Data Migration from Online to Desktop. We hope the blog is informational and that you were able to transfer your data without any issues.

If you encounter any problem while migrating your data, consult a QB professional at 1.855.738.2784.

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