Efficient methods to Convert QuickBooks Online to Desktop

Looks like you are trying to switch and Convert QuickBooks Online to Desktop. But what are the procedures to do so? How can you make sure that the processes are not complicated? And how can your transition be as smooth as possible? This article aims to answer all these questions and guides you with a step-by-step explanation to Convert QuickBooks Online to Desktop. QuickBooks is one of the top accounting software in the world that is made to satisfy the needs of small and medium businesses. The most remarkable aspect of QuickBooks is that it lets the user perform complex tasks even if they only have basic computer knowledge. QuickBooks comes with various online and desktop versions, and it’s hard to decide which is more efficient. Every user has a unique need, and one version between online and desktop may work better for them. As you have landed on this article, you probably want to Convert QuickBooks Online to Desktop. In this blog, we shall cover the processes to Convert QuickBooks Online to Desktop and suggest ways to make your transition seamless.

If you want to Convert QuickBooks Online to Desktop but don’t want the hassle of going through technical jargon and lengthy procedures, dial our toll free number to talk to our accounting experts, and they shall make all your worries disappear with the best guidance.

What do you actually do when you convert QuickBooks Online to Desktop?

Converting QuickBooks Online to Desktop can be simply termed as the process of exporting QuickBooks Online data and importing it into QuickBooks Desktop. QuickBooks Online and QuickBooks Desktop allow the user to perform specific actions which cannot be performed in the other variant. Thus, people prefer to opt-out and choose another variant of QuickBooks. The primary difference is QuickBooks Online is entirely cloud-oriented, and QuickBooks Desktop is available offline. QuickBooks Online lets users access files from any location and device by signing up. QuickBooks Desktop is stationary and can be accessed only from a system or connected workstations. However, there are advantages of QuickBooks Desktop over QuickBooks Online, which we will discuss in the next section.

Advantages of QuickBooks Desktop over QuickBooks Online

To take these points as advantages of using QuickBooks Desktop is entirely dependent on the user’s perspective. For example, if QuickBooks Desktop is compatible with the business of the user, then they should convert to QuickBooks Desktop for the below-listed advantages.

• Customization of apps for different jobs is available in QuickBooks Desktop.
• Job Casting and managing inventory become easier for large businesses if they choose QuickBooks Desktop.
• Though primarily secure, data on the cloud is susceptible to theft. However, this issue does not arise in QuickBooks Desktop as data is stored locally.
• QuickBooks Desktop may prove to be economical as you pay a monthly subscription fee for QuickBooks Online.
• QuickBooks Desktop allows the user to make multiple accounts and access many company files.

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What to do before you Convert QuickBooks Online to Desktop?

Remember these points before you start the conversion process so that your data is safe after the transition.

• The conversion from QuickBooks Online to QuickBooks Desktop is only possible if you have been using the US version of QuickBooks Online.
• When exporting the files from QuickBooks Online, ensure you do it from the administrator account.
• Your computer should have Internet Explorer 10 or higher version for this transition to be possible.
• The QuickBooks Desktop application works most efficiently when your Windows is NOT 64-bit as it has not been made the support available to export files.
• It would be best if you installed ActiveX software in your system.

Steps to Convert QuickBooks Online to Desktop

We shall do this process by exporting files from QuickBooks Online.

Setting up Internet Explorer to Export the file:

• Start Internet Explorer, and from the Tools section, choose Internet options.
• When entered the Internet options choose Security> Trusted Sites> Sites in the sequence respectively.
• Uncheck mark the box beside Require server verification for all sites in this zone.
• Include intuit.com as a trusted site and click on Add.
• Exit by clicking on Close and uncheck the Enable Protect Mode.
• Hit Apply and OK to save the modifications and finally exit Internet explorer.
• You should Run as an Administrator for both QuickBooks Desktop and Internet Explorer.

Prepare data to be exported from QuickBooks Online.

• Click Gear, Tools, and Export Data in the QuickBooks Online dashboard.
• Click on the option of Get Started in Export Overview.
• Hit the Install button present in Step 1: Prepare to export and then click on Install ActiveX Control Now
• Click Continue after installation, select the data type, and again click on Continue.
• In Step 3: Request your data box, click Continue.
• You’ll be asked for contact info for communication with Intuit.

Method to Export Data from QuickBooks Online:

• Click Gear, Tools, and Export Data in the QuickBooks Online dashboard.
• Click on the option of Get Started in Export Overview.
• Now click Continue, select the data type, and again click on Continue.
• In the next Window, choose the option of Continue to Download and then select Download by selecting a location on the system for the file.
• Choose Convert Now after the download process.
• You have to name the file and save it as the Create new QuickBooks File box pop up
• Click Finished when the loading bar emerges 100% and export is done.

Convert QuickBooks Online to Desktop

• Go to Settings and choose the alternative of Export Data in QB Online.
• Repeat steps 2-4 in the ‘Method to Export Data from QuickBooks Online’ and choose Prepare to export the QuickBooks Online Data
• Next, choose Now, download the file from the QBO page and click on the Continue option.
• Open the QuickBooks Desktop application with the No Company Open box.
• When you have ensured that the No Company Page is open, you must download it back to QuickBooks Online.
• Save the company file while updating its location.
• Ensure you have not saved the company file on the Windows Desktop again.
• After the download process, visit the Convert Now option.
• Open the alternative named Create a new QuickBooks File and save the file you have downloaded.
• Name the file and save the file locally and not on an external drive or network.
• Click on Finish, and the process to Convert QuickBooks Online to Desktop is over.

To summarize the article, we have aimed to inform you about the meaning of the term ‘Convert QuickBooks Online to Desktop.’ We have discussed the advantages of having QuickBooks Desktop over QuickBooks Online, the steps to perform before the transition, and most importantly, the method to Convert QuickBooks Online to Desktop. Hopefully, this article was helpful, and you can now use QuickBooks Desktop as desired in the first place. Sometimes a process may seem easy but has a lot of hassle, so if you face difficulty converting QuickBooks Online to Desktop and need technical support from our experienced accounting experts, dial Toll-free number.

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