Question

Is it possible to export QBO transactions to QB Desktop?

Forum|Forum|5 years ago
December 30, 2020
2 replies
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QuickBooks Online

Hi eir255,

Welcome to the Community! QuickBooks Online allows users to export various lists and reports, allowing business owners flexibility with sharing or moving their accounting data. I can shed some light on how you can export QuickBooks Online transactions and then import them into QuickBooks Desktop.

The process is to export the desired QuickBooks Online transactions into an Excel or CSV file format, and then import that file into your QuickBooks Desktop file. The steps to take will depend on what types of transactions you're looking to transfer. If you're looking to move lists and reports like the general ledger, balance sheet, and profit and loss report to Desktop, you can export that data with the following steps:

Select the Settings ⚙ and then Export Data.
On the Reports tab, set the date range.
Add or remove items from the Reports and Lists tabs by toggling the slider.
Select Export to Excel.

If you'd like to learn more about how to export different reports, or how to export non-posting transactions, please see the following Community articles:

Once you have the desired information in Excel, you can then import the data into QuickBooks Desktop. There are several options for going about this, so I recommend reviewing those steps within this article: Import or export MS Excel files.

If you're completely moving your accounting from QuickBooks Online to QuickBooks Desktop, I recommend reviewing this article as well: Move lists and balances from QuickBooks Online to QuickBooks Desktop. This resource gives a comprehensive explanation of the process, and what order to complete the steps in.

I hope this helps. Please let me know if I can assist with anything else!