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Want to Transfer QuickBooks Online data files to QuickBooks Desktop edition? Not an issue – as the business requirement takes place, it becomes an important task for a business to give an appropriate ecosystem to the business operation, including bookkeeping so that the course of action could have effect as previously without any hindrances.

Moving data from QuickBooks Online to QuickBooks Desktop may be a daunting task, particularly when you have several years of company data files to transfer onto the new edition. Though the basic operations are quite similar, but some of the technical terms do differ in these two edition. In that case, it is always recommended by the QuickBooks technicians to follow only suggested tips. You would better contact an experienced professional who can provide you with a real time QuickBooks technical support helpdesk service.

Note: Before you start the process, it is always necessary to make sure you have a backup copy of all data files. During the procedure, there is always a possibility to have some of the data files corrupted or lost.

Let’s get through the procedures that can best be used to transfer QBO to Desktop:

Requirement for the export process:

  • You need to have Master Administrator or Company Administrator access to get the files converted
  • There must a fast internet connection
  • You must have a computer system that don’t have any hardware and software conflict

Things to consider before the process:

  • Check if all the recurring transactions are finished for the day
  • Make sure there is only one user taking on the procedure – there is no need to make any change during the procedure
  • Run IE as Administrator

Export QuickBooks Online to Desktop:

  • Log into your QuickBooks Online
  • Click the Gear icon seen in the upper right corner and then go to the Tools and select Export Data option
  • Now choose the data files that you want to take to the QuickBooks Desktop
    • All financial data files
    • Financial data without any transaction – it moves the entire elements along with their current balances
  • Click Next and the process takes it course automatically

Check if the process was carried out successfully

Once you complete the procedure, now you can verify whether the process was successful. To do so, you need to run a Balance Sheet and a Profit and Loss statement so as to make sure the elements and figures within the report do match.

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