Learn how to move your vendors, customers, products and services, and accounts from QuickBooks Online to QuickBooks Desktop. We’ll also help you transfer the open balances of your customers, vendors, and accounts to your desktop file.
We’re here to help if you are facing any troubles in switching from QuickBooks Online to Desktop. Read with us to know how to move your lists and balances to your new desktop file, so you can spend less time on data entry.
Already cancelled your QuickBooks Online? Don’t worry. You still have access to your data for a year—plenty of time to move everything you need.
|Important: Before proceeding make sure to talk to your accountant and assuring that this is the right step for you. And if it is, work with your accountant to save time.|
Move your accounts, customers, vendors, and opening balances to QuickBooks desktop
Keep in knowledge that this won’t bring over transactions associated with your vendors, customers, or accounts, just their current open balances in QuickBooks Online. If you want to move your transactions too, export all of your data.
Step 1: Export account, customer, and vendor list reports to Excel
Step 2: Add your customer and vendor open balances
Step 3: Map QuickBooks fields and import
Moving your products and services
Step 1: Export your products and services report to Excel
Step 2: Add your sub-items (optional)
Step 3: Turn on inventory preferences
Step 4: Set up inventory tracking accounts
Step 5: Import inventory
Step 6: Adjust your inventory items’ value and quantity
Getting you started with QuickBooks Desktop.
- Connect your bank and credit card to your desktop file. Once you have connected, it gets easy to download transactions.
- To record your checking activity, Add checks .
- Create and send an invoice as soon as you finish a job.
Go visit our QuickBooks Community to learn more.
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