When opting for QuickBooks as your accounting software, you can choose among the different variants, like QuickBooks pro, enterprise, desktop, and online. QuickBooks also provides its users an option to switch to other variants and convert their data files easily. If you are operating QuickBooks Online and want to move to QuickBooks Desktop, you can perform the conversion process. For this, you need to fulfill some basic requirements, like system compatibility. You can follow the procedure given in this article to convert QuickBooks Online to Desktop successfully.
You can contact us at 1.855.738.2784 and get assistance from our technical team if you are unable to understand the steps or resolve the error code on your own.
Prerequisites for Performing the QuickBooks Conversion Process
If you want to convert to QuickBooks Desktop, you need to ensure the following requirements are met –
Your Internet Explorer version must be ten or higher for converting your QB data.
The Desktop software must be a 2004 or later edition for Windows users.
Your QuickBooks Desktop must be compatible, and Internet Explorer must be a 32-bit or 64-bit version.
If you are using a non-us version, certain items, like products and vendor information, might not get converted.
If you are a company admin, you need access to an invited accountant account.
For the QuickBooks Mac version, you need to keep in mind that direct conversion is not possible.
Effective Ways to Switch from QuickBooks Online to Desktop
You can switch to QuickBooks Desktop by following the step-by-step procedure given below –
Run your Internet Explorer as an admin and add Intuit as a trusted site, followed by disabling the protect mode.
Set up your QuickBooks Desktop account and go to the File menu to select the Close Company option.
Prepare to export QuickBooks Online data by going to the Gear icon of your QBO account and selecting the Export Data option.
Select Get Started and install ActiveX Control to perform the conversion process.
Pick the data you want to export and enter your contact info to select Continue.
Once the data is exported, switch to QuickBooks Desktop and go to the No Company Open window.
Select the preferred download option and select a location to save the transferred file.
Choose Convert Now and click Continue to convert the data to Desktop, followed by hitting Finish.
Once the transfer process ends, rerun the important reports and files and match them with the previous QBO data to detect any mismatch.
If all data is successfully transferred, run the company file in QuickBooks Desktop by going to the File menu and selecting the Open or Restore Company option.
You can convert QuickBooks Online to Desktop by performing the simple process given in this blog. Use the above steps to convert your QB data, and if you are facing any issues, you can call us at 1.855.738.2784 and get help from our QuickBooks professionals.