Learn How to Migrate From QuickBooks Online to QuickBooks Desktop

If you are looking for a guide to migrate from QuickBooks Online to QuickBooks Desktop, this blog can fully assist you in doing so. You should use the migration tool to export your company file from QBO and import it into QBDT. Moreover, you can import invoices in QuickBooks. You will have to download the tool via the Export Overview page in QuickBooks Online. Also, ensure that QuickBooks Desktop is installed on your computer. Now, let’s dive into the page and follow the migration steps.

If you wish to move QuickBooks Online to Desktop but don’t want to perform the migration on your own, contact a professional for assistance. Give 1.855.738.2784 a call and talk to an expert.

A Stepwise Procedure to Migrate From QuickBooks Online to QuickBooks Desktop

In this section, we will walk you through the steps to migrate from QuickBooks Online to Desktop. But first, you need to download the migration tool in QBO.

Step 1: Download the Migration Tool in QuickBooks Online

1. Sign in to the QBO account.
2. Head over to the Export Overview page.
3. Click on Get Started.
4. Tap the Download tool.
   Note: Keep the page open on your browser.
5. Now, install the migration tool and then choose Next.
6. Read and accept the terms of the license agreement.
7. Choose Next.
8. Pick Install, followed by Finish.

Step 2: Export QBO data

1. Hover over the Prepare to export page.
2. Choose Continue.
3. Choose the QuickBooks Online data that you want to export.
4. Click Continue.
5. Without transactions, you can choose either All financial data or All financial data.
6. Go to the Request your data page, choose Continue.
7. Input Name and Email address fields.
8. Choose Continue.
9. Tap Close.
   Note: You might have to wait for email confirmation. It depends on the data you want to migrate.
10. Check your QuickBooks Online homepage for updates.
11. Move to the Export Overview page.
12. Hover over the Prepare to export page.
13. Follow the guidelines for online migration.
14. Click Continue.
15. Now, on the Exporting from QuickBooks Online page, choose Continue to Download.
16. Select Download QBXML file.
17. Save the file to your desktop.
18. Select Continue.

Step 3: Run QuickBooks Desktop Migration Tool

1. Open the QB program.
2. Be in the No Company Open window.
3. Launch the QuickBooks Desktop Migration Tool.
4. Click Browse and move to the downloaded QBXML file.
5. Choose the QBXML file and then click Open.
6. Select Import.
7. Enter a Name and then click Save your file.
8. Select a save option.
9. Name your file and select Save.
10. You will see a Certificate window after a few moments.
11. This will help you grant permissions for the migration.
12. You need to run the Migration Tool or QBDT program as an admin if the Certificate window fails to appear or the Migration Tool can’t connect to QB.
13. Select Yes, Always.
14. Mark the Allow application to access the personal data box.
15. Choose Continue.
16. Tap Confirm, and you will see a progress bar indicating the import process. 
17. This process is time-consuming, depending on the amount of data you are working with. Complex data may take hours to finish.
18. When the migration is finished, choose Done.

Let’s Recap

We hope that after reading this guide, you will be able to migrate from QuickBooks Online to QuickBooks Desktop. But to better perform it, seek professional help. Dial 1.855.738.2784 to connect with our certified QB experts.

This blog is posted on: articleswebhunk