Exporting QuickBooks Online to QuickBooks Desktop in 2023

Are you struggling to export QuickBooks Online to QuickBooks Desktop? Then this is the perfect video for you! During this video we will demonstrate a proven method as of May 2023.

*NOTE: People have reported that sometimes this does not work in Chrome but it will work in Microsoft Edge* Be sure to try both, but if you run into issues, reach out to me and I will try to help answer questions.

0:00 Intro
0:39 Getting Started
0:55 Modify the URL
1:22 Download Migration Tool
2:30 What data to export
3:15 Request your data
3:50 What to clean up first
4:58 Data is ready to export
6:00 Open your Data Migration Tool
7:00 Import with Data Migration Tool
7:45 Common Error in QuickBooks Desktop
8:34 QuickBooks Application Certification
9:10 Successful Import
10:49 Conclusion

Below is the the necessary change to the URL to access this function.

Sample URL:
Once in the company file, Change the last past of your URL after the "/app" with "/exportqbodatatoqbdt"

Need to know what does not export to QuickBooks Desktop:

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⚠️ Important Disclaimer ⚠️
This content is for informational purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Applicable laws may vary by state or locality. We strive to provide accurate information, but no assurance is given that this content is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Parkway.Business Inc. does not take responsibility for updating or revising any information presented herein. Accordingly, the information should not be relied upon as a substitute for independent research. Parkway.Business Inc. does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers are encouraged to verify statements before relying on them.

[Parkwayinc]

*Important tip:* I just learned from a fellow accountant about the conversion process. If you use the "Record Credit Card Payment" feature within QuickBooks Online, the payments made that way may end up in the cash account. You will notice on your balance sheet that the two account balances will be off by the same amount (if you only made payments to one card that way).
Thank you Rich Kane for this important information!

[marcusfontoura]

Matthew, thank you for your video, it was the only one I could find on YouTube that explained this process in great detail! I have followed your instructions and everything worked perfectly for me.
Well done buddy! 👏👏👏

[rmm]

Good evening,
that is correct. I will be trying this out . Thank you for your time in replying back

[breakawaywinetours]

THANK YOU!!! What a nightmare trying to do it from written instructions.

[jolenemcdonough]

Great detail. I'm just about ready to give this a try!

[rmm]

Good Afternoon, will I be able to run statements in QBDT

[PayrollRestoration]

I used MS Edge to perform this. My only issue was that the QBDT popup was behind everything and I had to go look for it.

Thank you Matthew!

[maf]

I so appreciate your help with this! Migration went ok, but some of my balances in my chart of accounts were way off... Retained earnings was $1MM off as well as about 15 other accounts. Any ideas?

[WashakieMuseum]

Thank you for the very clear instructions. QB sales told me that it's easy to migrate data from online to the 2024 desktop software, so I bought desktop premier plus 2024) but QB support tells you there is no way to do so. I used your instructions to give it a try - twice. It worked as you said it would, except the balances in half of my accounts are wrong and some vendor history didn't transfer. (I just did a spot check.) I think it's because our file contains transactions from 2006 forward - lots of data. Not sure if I should just use my old desktop company file (from QB premier 2021) and re-do the two months of transactions that we did in online, or try again to get our online data migrated, maybe using that third party migrator that they have now? Any advice? We're a small non profit that needs to use classes in payroll, which is not possible in QB online.

[cityxtopxlights]

Thank you for the video, I could not get the migration tool to download, but before I try to investigate further would you recommend I migrate online data to desktop if I do not have complete reconciliation of my bank account on QB online?

[amymcgonegal]

Are you able to import your data INTO QBO from QB Premier version and then export OUT, back to a lower version of QBD? I am trying to downgrade my version of QB (I run the only Enterprise license) to the QBPremier so I'm more in line with my coworkers. They're constantly asking for reports from my clients files because they can't access it with their version. I have several companies I would love to be able to do this for and was wondering the most cost effective way of doing it.

[ChuckLopez-yl]

Question, I had QB's 2023 desk top downloaded from Quick books last year....then I went to QB's online in Oct of 2023 My program was purchased from QB's and it is now desk top is only accessible view only. Would I have to buy a 2023 Q'B's Desktop that is still available in hard copy version order to do this so it's not tied into Quick Books downloaded version? I do not do payroll so I do not need updates from Quickbooks. Thanks for your help.

[pipersteffen]

Hi, will this process work for Desktop Pro 2024?

[ohl]

Thank you so much for info!
Here is my problem. I have 2 companies and the first company migration was successful but for the second company, I get invalid certificate massage. Do you think I can do this only one time?

[jorgeandresalvarezpabon]

the process worked for me but for example when I make the comparison with qb online I get different values, in an invoice in online I get 102 dollars and in desktop the same invoice I get 10200.

[libvodinski]

I have a question. When converting from desktop to online, will your chart of accounts and vendors migrate as well, or will all of that information have to be set up again?

[cyrilscherman]

Hi there. Thanks for your efforts. However, after seeing dozens of videos and being in chat with Intuit advisors - I still don’t see the clear, free (and paid) way how to duplicate the company from online to desktop. While I used my desktop app - I just backed up needed corp and then created new one based on this file. The way you and others suggest has some pitfalls - not ALL information will be transferred by default. Credit card pay is sufficient in my company.
And actually the last question - after I export all info from online corp into "new" desk corp - will I be able to use my online corp further? Since desktop is just for accounting.

[accurateaccounts]

I remember if names had the "&" symbol it gave me error. That goes for account names as well as customer and vendors.

[rmm]

Thank you for your reply, do you know if I can only export my invoices from QBO to QBDT without bringing in my AP, Bank info any other info? Thank you

[SA-kvmk]

It doesn't work. "We are unable to create your company file" is all I get over and over and over. I have tried this process countless times.