katherinejoyceO
QuickBooks Team

Account management

Nice to see you in the Community, @Troupe.

 

I'm here to help walk you through moving your client from QuickBooks Online to QuickBooks Desktop.

 

Here's how:

 

  1. Login to your client's QuickBooks Online account.
  2. Go to the Gear Icon.
  3. Choose Export Data.
  4. Enter your reason why you're exporting your client's data.
  5. Click Continue.
  6. Under Moving to QuickBooks Desktop?, select Learn more.
  7. Under Download company data, choose Learn more.
  8. Review your data from the export overview screen, then click Get Started.
  9. In the Exporting from QuickBooks Online page, select Continue to Download.
  10. Follow the rest of on-screen instruction to complete the exporting process.

 

For a more step-by step guide, you may check out this article: Export data file from QuickBooks Online to Desktop.

 

.You may also check out this article for additional insights about the exporting limitations - QuickBooks Online to QuickBooks Desktop.