Step-by-Step Guide to Migrate QuickBooks QBO to Desktop

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Migrating data from QuickBooks Online to QuickBooks Desktop is crucial for users who want to make their accounting software more accessible with advanced customized features. If you also want to migrate QuickBooks QBO to Desktop, then you must read the segment below. Below, we have curated a step-by-step guide to performing the process using the migration tool.

If you require further assistance in transferring your data from QBO to Desktop, feel free to seek help from our QB technical team. Dial 1-833-802-0002 and speak to them. 

Learn the Steps to Migrate QuickBooks Online to Desktop

Follow the below steps to migrate QBO to QBDT.

Recommended to read : How to fix QuickBooks Error 12000

Step 1: Download QB Desktop

  • First, you need to download and install QB Desktop to access it.
  • When you download and install it, open QB Desktop, choose 'File,' and press the 'Close Company button.'
  • Keep QB Desktop running while proceeding with the next steps.

Step 2: Log in to QB Online and Access the Migration Tool

  • Log into your QuickBooks Online account.
  • Follow the URL: https://app.qbo.intuit.com/app/exportqbodatatoqbdt, and then press 'Enter.'
  • You will see the 'Export Overview' and print if needed.
  • After that, click on 'Get Started.'
  • Click on 'Download tool' to download the migration tool.
  • Launch the tool, agree to the license terms, choose 'Complete' as the setup type, hit 'Next,' and finish the installation process.

Step 3: Prepare for Export

  • Go to QB Online.
  • On the 'Prepare to export' window, click 'Continue.'
  • Choose the data you wish to export and click on 'Continue.
  • To understand data conversion's limitations, select 'Learn about the limitations of converting data for the QuickBooks Desktop.'
  • Input necessary details, such as your email ID and name, for confirmation emails, and then click 'Continue' and then 'Close.'
  • Wait for the email confirmation.
  • Move back to the export screen in QB Online and click 'Get Started.'
  • Within the Prepare to Export page, proceed by clicking on 'Continue.'
  • Within the 'Select your Data' Page, choose the same option and proceed by clicking on 'Continue.'
  • The 'Exporting from QuickBooks Online' page opens. You will see a message to download a file; click on 'Continue to Download'.
  • Hit the 'Download QBXML File' option.
  • When QB prompts, choose a location to save the file and click on the 'Continue.'
  • Now, check and confirm that you are on the 'No Company Open' screen.
  • Click 'File,' then click on 'Close Company.'

Step 4: Run the Migration Tool

  • Access QB Desktop at the No Company Open window.
  • Now, open the Migration Tool.
  • Access the QBXML file and click on 'Import.'
  • Choose a name and location for the new file.
  • After that, uncover the QuickBooks-Application Certificate.
  • Select read/modify rights for personal data access, click 'Continue,' and then select 'Done.'
  • Press 'Done' after successful importing.
  • It may take some time to complete the process, and if you see that the status bar is not moving, follow the below-mentioned steps:
  • Navigate to 'Windows Taskbar.'
  • Double-click the QuickBooks Desktop icon.
  • Accept Application Certificate prompts by clicking on 'Yes.'
  • Click 'Continue' and select 'Done'.

Step 5: Verify Data Export

Ensure that all exported data is accurate by comparing reports in both QuickBooks Online and Desktop.

This is how you can easily migrate QuickBooks QBO to Desktop. Hopefully, you will not face any difficulty following these steps, but if you do, do not hesitate to reach out to our QuickBooks support team for further help via 1-833-802-0002.

You may read also : How to Use QuickBooks Data Recovery Services

 

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