Export Your Data From QBO To QuickBooks Desktop

Export Your Data From QuickBooks Online To QuickBooks Desktop

 

You can use data export to move your QuickBooks Online (QBO) data to another version of QuickBooks just like QuickBooks Desktop.

QuickBooks Online “Repeating Transaction” don’t change over to QuickBooks Desktop ” Memorized exchanges;” Shared reports and Automatic messaged reports won’t be spared or changed over, alongside Location tracking, conceivable loss of applications.

QuickBooks Desktop is one time purchase and one software purchase can be used for multiple companies. It’s has features that are not available on the online version as for handling inventory, Job costing and customer discounts.

QuickBooks Desktop is low cost minimum time and in QuickBooks Online cost more over time and multiple companies require separate files.

To export to move over a QuickBooks Online Edition company file to a desktop area form of QuickBooks Pro, QuickBooks Premier, or QuickBooks Enterprise Solutions, utilize the Export Interview and take after the guidelines to send out either Lists just or Lists and Transactions.

Sign in to  your QuickBooks Online user ID and Password.

 

Open your QuickBooks Online company.

 

Here’s what you can do!  Periodically, in QuickBooks Online go to the Gear > Tools > Export Data.

To start with, all together for the discussion to work, you should utilize Internet Explorer for Windows. Next, from the company gear symbol, select Export Data.

 

QuickBooks Online Displays The Export Overview:

Read through the Export Overview to understand the process & select Get Started.

Exporting Overview steps 

To move your company data from QuickBooks Online to QuickBooks Desktop

Step 1: Set up your system for success.

Step 2: Select the type of data to export.

Step 3: Request your data.

Step 4: Create a QuickBooks for Windows company file.

 

Step 1

Set up your system for success.

Prepare to export

Keeping in mind the end goal to open the information record, there must be a dynamic QuickBooks Desktop company  file on the computer.

 

You Must have the QuickBooks Desktop Program installed in order to convert the data file.

Step 2

Select the type of data to export.

QuickBooks Online data you want to export Select either all financial data or just lists.

 

QuickBooks Online proceeds to prepare your data for download. When you’re ready, select “Continue” to download.

(Note: You also have the option to “Start Over.”)

Step 3

Request your data.

Click “Continue” button and fill Name and Email address

Step 4

Create a QuickBooks for Windows company file.

Option-1: ” I’m moving your QuickBooks Online data” to QuickBooks desktop.

Option-2: I’m creating a local copy of your QuickBooks Online data for storage on your local computer. If you select the local copy option, you will still be able to use QBO.

“I’m creating a local copy to keep on my computer”

Open QuickBooks Desktop on Your Computer and Save Export 

*Select an export location in the Create New QuickBooks File window.

*Enter a file name for the new company file.

*Click “Save” button

Note: QuickBooks Online Edition begins converting your data and displays a progress bar on the display.

*Click “Finished” when the conversion is complete.

*Change to your QuickBooks desktop version.

*Select ->Open or Restore company file.

*Click Next.

*Browse to the location where you created the company file and select it, then click Open.

This Blog is provided for informational purposes and is not intended to be construed as legal, accounting, or other expert guidance. For further data, please consult appropriate expert advice from your attorney and certified public accountant.

For further assistance Click 
www.qbhelpline.com

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