Here's a visual guide you can use when exporting your data from QuickBooks Online to QuickBooks Desktop.

 

Important:

  • QuickBooks Online is not compatible with the 64-bit version of Internet Explorer in Windows 7. Make sure that you have the 32-bit version of Internet Explorer instead.
  • You must be logged in as an Admin user on both QuickBooks Online and Desktop for this process to work.
  • If you're having trouble installing the ActiveX control or getting error messages, see Can't install ActiveX control in Internet Explorer when exporting QuickBooks Online data.

To export your data from QuickBooks Online

  1. Run Internet Explorer and Quickbooks Desktop as the Administrator even if you are logged in to your computer as the Admin.

    User-added image

  2. Turn off Protected Mode from Internet options (Alt+X), then add https://*.intuit.com, https://*.qbo.intuit.com, and https://*.quickbooks.intuit.com to your browser's Trusted Sites Zone.
    Note: After doing this, you will have to close/reopen Internet Explorer for Protected Mode to be truly disabled. Repeat step 1 before opening Internet Explorer if you have to disable Protected.

    User-added image

  3. Select the Gear icon at the top. Under Tools, choose Export Data.

    User-added image

  4. Look over the steps in Export Overview, then choose Get Started on the bottom right.
  5. Select Install for the ActiveX control, then choose Install ActiveX Control Now to confirm the installation.
    Note: There will be another window that will prompt for the next steps to install ActiveX.

    User-added image

  6. After successfully installing ActiveX, select Continue.

    User-added image

  7. Choose the data you want to export then select Continue on the bottom right.

    User-added image

  8. Review the limitations of the data that will be exported, then select Continue.

    User-added image

  9. Enter your contact information, then select Continue on the bottom right. You’ll receive an email with the following steps to complete the export conversion within 1 – 2 hours.
  10. Repeat step 4, then follow the prompts until you reach the screen that shows the next step.
  11. Choose your preferred option then select Continue on the bottom right.
  12. Follow the steps, then select Download.

    User-added image

  13. A pop-up window will appear and ask where you’d like to save the file (we suggest the Desktop folder), then select Convert Now.

    User-added image

  14. In the Application Certificate choose Yes, prompt each time.
  15. Select Continue, then choose Done to grant access.

    User-added image

  16. For the final step, select Finished on the bottom right then run some reports to confirm that your data is successfully converted.

    User-added image

We suggest you run 2 reports in both QuickBooks Online and in QuickBooks for Windows to ensure your data was transferred correctly.

  • Profit and Loss
  • Balance Sheet

In order to compare data accurately, 2 things are vital to verify your reports in both products:

  • Ensure that you are running the reports to include All Dates.
  • Your accounting method must be set to Accrual.

Important: If you lowered your security settings in following the steps, be sure to change them back so that you don't leave your computer open to viruses when navigating to other websites in Internet Explorer.

6546