QuickBooks offers easy & convenient ways to convert from one QuickBooks version to another. You might want to switch your QuickBooks variant depending on your business needs. In such a scenario, you can follow some easy step-by-step procedures to perform the conversion process. If you want to convert QuickBooks Online to Desktop, you need to check some system requirements and restrictions first. In this article, we will provide you with the ways to switch to QuickBooks Desktop easily.
If you are having issues while performing the conversion process or are unable to convert to QuickBooks Desktop, you can reach out to us at 1.855.738.2784 and get assistance from our technical team.
Some Prerequisites for Performing the QuickBooks Conversion Process
Before you move to QuickBooks Desktop, you need to ensure that the following requirements are met –
- You need an Internet Explorer version of 10 or above to perform the conversion.
- Your QuickBooks Desktop should be a 2004 edition or later version.
- You have to install the ActiveX software to convert to QuickBooks Desktop.
- The QuickBooks Desktop application needs to be compatible, and you need an internet connection of 32 or 64-bit.
- You need to have master or admin access to the Invited Accountant account.
- Also,keep in mind there are some restrictions for the conversion of a few products, like vendors, services, charts of accounts, and other export list items from excel.
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Easy Steps to Switch from QuickBooks Online to Desktop
To convert to QuickBooks Desktop, you need to perform the migrations steps given below –
- Download QuickBooks Desktop and install the file restoration tool for the conversion process.
- From the File menu, select Close Company and use a supported web browser to log in to your QBO account.
- Enter the correct URL and go to the Export Overview window to select Get Started.
- Download the QuickBooks Desktop Migration tool and agree to the license information to launch it.
- Complete the tool setup and go back to your QBO account to select the data you want to export. Choose continue and learn about the limitations of converting QuickBooks data.
- Enter your login credentials and wait for the migration confirmation email to appear.
- Return to the export page and choose the Get Started option.
- Select the QBXML file to download and select an accessible location to save it. Go to the No Company Open window and click on the Close Company option.
- Now, launch the QuickBooks Desktop migration tool and select Import to provide the path to the downloaded QBXML file.
- Select a name for your QuickBooks Desktop file and modify the privileges if you wish to permit access to the personal data.
- Once the data is converted, select Done and end the migration process.
- Lastly, check your converted data to ensure there is no accidental data loss or mismatch.
Conclusion
If you want to convert QuickBooks Online to Desktop, you need to follow the steps provided in this article. In case you face any issues while performing the conversion process, you can reach out to us at 1.855.738.2784 and get assistance from our team of experts.
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