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sammy-56
December 7, 2019
Question

Can I transfer my company files from QuickBooks Online to QuickBooks Desktop Pro?

  • December 7, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
December 8, 2019

If you want to migrate from QBO CA to QBD CA, there are 2 options:

1. Export your data out of QBO and import them into QBD (e.g QBW file) using a 3rd party migration tool

https://transactionpro.grsm.io/qbo, or

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

OR

2. Purchase a 3rd party migration service

 

 

L
LauraAB
December 9, 2019

Hello sammy-56,

 

Welcome to the QuickBooks Online community! Fiat Lux is off to a great start here letting you know about the third-party options that can get your data from QuickBooks Online to QuickBooks Desktop. I know how important it is to make sure you're using the correct product for your business, and I want to shed light on what the options are so far as Intuit's process.

 

At this time, there isn't a way for QuickBooks Online to be migrated to QuickBooks Desktop for Canada. There are, however, certain lists and other details you can move from your QuickBooks Online to the Desktop platform so you're not starting your company file completely from scratch. Here's more information on that: Move lists and balances from QuickBooks Online to QuickBooks Desktop

 

Feel free to review that article and let me know if you have further questions about it. I hope you have a great week!

    L
    LD8
    January 22, 2021

    Hi Laura,

     

    Thanks for the steps you provided to transfer lists and balances from QB online to QB Desktop.

     

    Just want to know when you transfer balances, it will be the balance on the day you export the data to Excel, correct?

    Sorry I am asking as our company file as all data entered since the start of business from Nov 2019 to June 2020 some data entered for July 2020 to December 2020. Once I transfer the balances which would be as of today, would I just post all revenue and expenses that were not entered in QB Online?

     

    I hope I explained the situation clearly.

     

    Thanks

    Lubino

     

     

     

     

    C
    CaitlinOG
    January 23, 2021

    Hi LD8, 

     

    That's correct, the balances will be as of the date of the transfer. Any transactions from July 2020 to December 2020 that weren't entered into QuickBooks Online prior to exporting your data to Excel will need to be entered into QuickBooks Desktop Pro after importing the Excel data. 

     

    Let me know if there's anything else I can help with! 

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