Powerful Methods to Convert QuickBooks Online to Desktop

Has the ease with which you could convert QuickBooks Online to QuickBooks Desktop without erasing any data ever crossed your mind? Imagine having unrestricted access to your company data from anywhere, using QBO on any internet-connected device. 

Convert QuickBooks Online to Desktop

Real-time data backups are provided for all of your data, and QBO gives you quick access to the most recent features and upgrades. Without erasing any data, you may be asking how to convert QuickBooks Desktop to Online. For additional information, you have to read the complete article.

Using the Migration Tool How Can I Convert QBO to QBDT

It will help you make the conversion procedure smooth and easy. Go through it once.

Step 1: Get the most recent version of QBDT

• Installing QB Desktop on the computer is the first step

• To access the File tab, open QuickBooks

• QuickBooks will finish the remaining procedures if you click the Close Company button

Step 2: Download Migration Tool 

• Log in to your version of QuickBooks Online

• Enter the URL https://app.qbo.intuit.com/app/exportqbodatatoqbdt

• There is now a way to export an overview

• As the screen says, print it out and select the Get Started option

• To begin downloading the migration tool, choose the Download Tool option

• Launch the application after it has finished installing, then choose Next

• After reading the licensing agreement and terms, click Next once more

• To install it, select Complete under the setup menu

• Finally, the installation will be finished when you click Finish

Note:- QuickBooks Error PS032 occurs when payroll data cannot be retrieved, often due to subscription or internet connection issues.

Step 3: The File needs to be prepared

• Open the QuickBooks Online application

• When the Prepare to Export option appears, click Continue

• After selecting the desired data to export, click Continue

• Select Learn about the restrictions of converting data from the QuickBooks Desktop menu

• Click Proceed after providing your email address to obtain the confirmation. Then shut it

• The version of QuickBooks Online will reopen. A brief email confirmation will be sent to you; please wait

• Move to QuickBooks Online's Export screen and choose Get Started

• To proceed with the Prepare to Export window, click Continue

• Choose your Data page to access it. Click Continue after selecting the same choice

• Now the web version's export procedure will begin

• You will see a pop-up indicating that you have a file ready for download. Choose the option to Continue to Download

• Select the QBXML File Download option

• If prompted, click Continue after choosing the desired location to save the file for the QBO to Desktop export

• Verify if there are any open company screens

• If there are any open files, click the File tab and select Close Company

Step 4: Run QBDT Migration Tool

• Open QuickBooks Desktop in the No Company Open window

• Open the version of the QuickBooks Migration Tool that you downloaded

• Once the path containing the QBXML file has been identified, click Import

• The QuickBooks Application Certificate should not be used when naming and locating QuickBooks files

• Choose Read/Modify to add any additional details you would like to include in the QuickBooks Online to Desktop transfer. Next, click Proceed and select Done

• Once the import is complete, press the Done button

• To resolve the issue, if your QuickBooks Desktop becomes stuck during data and file import, follow the instructions below

• Double-click the symbol for QBDT

• The Application Certificate is seen there. When converting from online to desktop, choose Yes

• Press Continue, then Done

Explore more about:- QuickBooks Error 9000 typically happens during online banking or payroll transactions, usually caused by network or configuration issues.

Conclusion

In this blog, we have covered the best and practical aspects of converting QBO to QBDT with the help of the discussed steps above. However, if you are unable to perform, you can dial +1(855)-738–0359, consult our experts instantly, and they will resolve all your issues. 

QuickBooks Online to Desktop Conversion – FAQ Guide

What is the process to convert QuickBooks Online to Desktop?

• Converting QuickBooks Online to Desktop involves exporting data from QuickBooks Online and importing it into QuickBooks Desktop. This typically includes customer, vendor, and financial data. QuickBooks offers a built-in tool for this process, but users may need to export reports or lists manually in some cases, depending on the specific needs of their business.

Why would someone want to convert QuickBooks Online to Desktop?

• There are several reasons a business might choose to switch from QuickBooks Online to Desktop, including the desire for more robust features, faster processing, offline capabilities, or better control over custom reports and data. QuickBooks Desktop also offers additional tools and integrations for specific industries.

Can I transfer all my QuickBooks Online data to QuickBooks Desktop?

• Most of your data can be transferred, including customers, vendors, chart of accounts, transactions, and basic reports. However, certain features and settings, like recurring transactions, custom templates, and users, may not be fully transferred. You may need to manually re-enter or adjust these after the conversion.

What data will not be transferred when converting from QuickBooks Online to Desktop?

• Items such as recurring invoices, custom templates, time tracking, and other advanced features may not transfer from QuickBooks Online to Desktop. Additionally, any data stored in QuickBooks Online that relies on cloud functionality, such as payroll or app integrations, will need to be reconfigured in the desktop version.

Do I need a specific version of QuickBooks Desktop to perform the conversion?

• You will need QuickBooks Desktop 2020 or later to successfully import data from QuickBooks Online. It’s important to ensure your Desktop version is up-to-date to ensure compatibility and a smooth conversion process.

How long does it take to convert QuickBooks Online to Desktop?

• The time it takes to convert depends on the size of your company file and the complexity of your data. For most small to medium-sized businesses, the process typically takes between 30 minutes to an hour. However, large businesses with extensive transaction histories may require more time.

Are there any risks in converting from QuickBooks Online to Desktop?

• While the conversion process is generally safe, there are potential risks like data loss or mismatches, especially with custom fields or settings. It is crucial to back up your QuickBooks Online data before starting the conversion. Additionally, some features may not convert exactly as expected, requiring manual adjustments afterward.

Can I still use QuickBooks Online after converting to Desktop?

• Yes, you can continue to use QuickBooks Online even after migrating to Desktop, but any changes you make in QuickBooks Desktop will not sync back to QuickBooks Online. You will essentially be using two separate systems, so it’s important to decide which one you want to use going forward.

What steps should I follow to convert QuickBooks Online to Desktop?

• To begin the conversion, first, log into your QuickBooks Online account. Then, go to the “Gear” icon, select "Export Data," and choose "Export to QuickBooks Desktop." Follow the on-screen instructions to download your company file, then open it in QuickBooks Desktop. Review the data once it's imported and make any necessary adjustments.

Can I import payroll data during the conversion from QuickBooks Online to Desktop?

• Payroll data does not transfer automatically during the conversion process. You will need to set up payroll separately in QuickBooks Desktop after the migration. If you were using QuickBooks Payroll Online, you may need to consult QuickBooks support for guidance on transferring this data.

Will my bank feeds and transactions transfer when converting from QuickBooks Online to Desktop?

• Bank feeds do not automatically transfer to QuickBooks Desktop, as they are cloud-based features unique to QuickBooks Online. You will need to reconnect your bank account to QuickBooks Desktop after the conversion and manually import recent transactions or reconfigure the bank feed setup.

What happens if I make a mistake during the conversion process?

• If you make a mistake or encounter errors during the conversion process, you can restore your QuickBooks Online data to its original state from a backup, assuming you’ve created one. If you haven’t backed up, you may need to manually correct any discrepancies or consult QuickBooks support for assistance in recovering lost or corrupted data.

What should I do after completing the conversion to QuickBooks Desktop?

• After completing the conversion, you should carefully review your company file for accuracy. Check customer and vendor information, ensure that financial reports are correct, and verify that transactions appear as expected. If everything looks good, continue with your regular bookkeeping tasks in QuickBooks Desktop.