move from online back to quick books pro

Online quickbooks is not for me, a nice young salesman persuaded me to change from QBpro (a mug I am). Online or cloud does not have the facility to search for customers by post code and the forms editing is nigh on impossible. I need to transfer my online data back to my QB pro. Just to compound my problem I have submitted a VAT quarter from online, this seems to have upset the sequence and my recording is all to cock. Bad news as after contacting HMRC I was advised to write a LETTER to reclaim any overpayments, no email or tel number!

Can I transfer seamlessley from QB online to pc based QBpro?

Answer

Hello there, Tom,

Let's export your data file from QuickBooks Online to QuickBooks Desktop.

Currently, there isn't a direct way to move your data. You need to manually export the file to QB Desktop.

Before you export, kindly consider the following requirements:

  • For non-US versions, you can export list items such as customers, vendors, products and services, chart of accounts into Excel then import them into Desktop.
  • You must be a Master Administrator, Company Administrator, or invited accountant to use the export feature.
  • You need to use a PC with Internet Explorer 10 or higher.
  • You must have a supported version of QuickBooks Desktop for Windows installed in your computer.
  • We do not support the 64-bit version of IE.
  • ActiveX is required to export from QBO.

There are also limitations in doing exporting, you can refer to this article for further information:  Export limitations - QuickBooks Online to QuickBooks Desktop.

To export, there are series of steps you need to perform:

  1. Configure Internet Explorer's security for a successful export.
  2. Run QuickBooks Desktop and Internet Explorer in Administrator Mode.
  3. Prepare your data for export.
  4. Export from QuickBooks Online.
  5. Verify that export was successful.

For visual reference and complete step-by-step instruction, you can check out this article: Export Data File from QuickBooks Online to Desktop.

Once completed, run a Balance Sheet and a Profit and Loss report to ensure that the numbers match. The reports must be run on an Accrual basis and for All Dates in both programs.

The steps I've provided will let you transfer data from QB Online to QB Desktop.

Please don't hesitate to leave a comment if you have further concerns about moving your data from QuickBooks Online to QuickBooks Desktop. I'm just around if you need help.

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IntuitRea , Community Support Specialist
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