QuickBooks Migration Tool Online to Desktop: Practical Steps to Perform
If you are a QuickBooks Online user and want to shift to the online version, then this article is for you. In the process to migrate QuickBooks Online to Desktop, you need to follow a certain set of steps. There are many differences between the two versions, which need to be kept in mind before moving to QB Desktop. In this article, we will help you use the QuickBooks migration tool Online to Desktop process by providing effective steps.
If you are unable to perform the steps or convert to QB Desktop on your own, you can reach out to us at 1.855.738.2784 to get professional help from our QB experts.
Reasons Why You Should Move to QuickBooks Desktop
There are many factors that differentiate QuickBooks Desktop from QuickBooks Online. You might want to convert to QuickBooks Desktop due to the following factors –
You can customize your apps for different jobs in QuickBooks Desktop, which is not possible in QBO.
The version is suitable for large-scale businesses and can help manage inventories and job costing.
Your company data files are safer when kept on the computer instead of online cloud software.
QuickBooks Online monthly charges can be avoided by shifting to QuickBooks Desktop, which is another advantage.
You can handle multiple company files and make different accounts in QuickBooks Desktop, which is not possible in the online version.
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Practical Steps to Export All Data from QuickBooks Online to Desktop
You can convert from QuickBooks Online to Desktop by performing the steps given below –
Firstly, set up your internet explorer to export the file by accessing the Tool menu from the Internet section.
From the Security tab, deselect the server verification checkbox and add Intuit as a trusted site.
Next, enable the protect mode and run QuickBooks Desktop as an admin and access the QBO dashboard.
Select the Export Data option and go to the Prepare to Export window to install the Active X Control Now utility.
Request your data and choose the data you want to export, and click Get Started to initiate the data download for the QuickBooks Online export to Desktop process.
Select a location to save the QB data files and click on the Convert Now button to get the Create new QuickBooks file pop-up.
Once the export process ends, you need to click Finish and run the data in QuickBooks Desktop, followed by checking for any data mismatch.
For this, go to the File menu and select Close Company and try extracting the files twice to check for data loss and mismatch.
Lastly, review the profit and loss account and balance sheet, among other reports to compare the original and exported data, and once done, you can run QuickBooks Desktop to perform the various functions.
Conclusion
The QuickBooks migration tool Online to Desktop process can be performed by using the steps given above. If there are issues with the same, you can call us at 1.855.738.2784 to get assistance from our technical support team.
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