Migrating QuickBooks Online to Desktop marks a significant transition in your financial management process. Switching from QBO to QB Desktop can be very beneficial if you want advanced and customized features to operate with your financial data and manage accounts.
Moving from QBO to QuickBooks Desktop requires careful planning and attention to ensure that everything transfers smoothly without any data loss or mishaps. In this blog post, we will discuss essential tips and tricks to avoid any mishaps and provide complete steps to transfer the data swiftly.
Moving data from QBO to QB Desktop is a complex task; getting help from professionals is better for a successful transition. Dial +1.833.802.0002 and contact our QuickBooks professional for assistance.
Move Your Financial Data From QBO to QuickBooks Desktop
You can easily transfer the financial data from QBO to QB Desktop using the migration tool. Read the below steps to learn the process.
Step 1: Download QuickBooks Desktop
- Firstly, download and install the QuickBooks program.
- After that, open the program.
- Now, choose 'File' and then 'Close Company.'
Step 2: The Next Step is to Download the Migration Tool and Log in to QuickBooks Online
- Using the account credentials, log into the QuickBooks Online account.
- Now, visit the export URL given below:
- Hit 'Enter.'
- You may see an export overview, print it if you want.
- Select 'Get Started.'
- Click 'Download tool' to download the migration tool.
- Click 'Next.'
- Check and confirm the license agreements and click 'Next.'
- Choose 'Complete' as the setup Type.
- Hit 'Next.'
- Select 'Install' and then 'Finish.'
Step 3: Prepare for Export
- Access QBO and press 'Continue' if you see the 'Prepare to Export' window.
- Click 'Continue' after choosing the data.
- Click on 'Learn about the limitations of converting data for the QuickBooks Desktop.'
- Hit 'Continue.'
- Insert your name and email address, click 'Continue, ' then press 'Close.'
- The QBO file will reopen.
- Wait for the email confirmation.
- Move back to the export screen and select 'Get Started.'
- On the Prepare to Export page, hit 'Continue.'
- You will get 'Select your Data,' choose the same option and hit 'Continue.'
- On the 'Exporting from QuickBooks Online' page, click 'Continue to Download.'
- Select 'Download QBXML File,'
- Select the location to save the file and click 'Continue.'
- Ensure you are on the 'No Company Open' screen in QuickBooks.
- Click 'File' and then click on 'Close Company.'
Step 4: Now, Run the Migration Tool
- Open QuickBooks and ensure you are in the No Company Open window.
- To import the QBXML file open the Migration Tool. To perform this action, locate the file and click 'Import.'
- For the new file, choose a name and location.
- Uncover the QuickBooks-Application Certificate.
- Choose read/modify according to yourself, and click 'Continue.'
- Select 'Done' twice to successfully import.
- Wait for some time to finish it, but if you see that the status bar stops while migrating, then do this:
- Double-click the QuickBooks Desktop icon.
- Accept Application Certificate prompts by clicking on 'Yes.'
- Click 'Continue' and then select 'Done.'
Step 5: Ensure Accurate Exporting of the Data
- To check the accuracy of data, compare reports in QBO and QBDT.
- If the data are mismatched, perform the below steps.
- Open QB Desktop.
- Click 'File' and select 'Close Company.'
- Again, convert the data and verify the migration process.
Migrating QuickBooks Online to Desktop is a difficult process, but you can do it by following this guide. If you need further help, feel free to call us at +1.833.802.0002 and get expert assistance.
You may read also: How to Move QuickBooks to Another Computer
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