PreciousB
Moderator

Account management

Thanks for joining the Community, angie333.

 

Yes, there is important information to know before exporting data file from QuickBooks Online to Desktop.

  • Right now, exporting into QuickBooks Desktop is only available in the US version of QuickBooks Online.
  • To use the export feature, you must be a Master Administrator, Company Administrator, or invited accountant.
  • Please use a PC with Internet Explorer 10 or higher.
  • You must have a supported version of QuickBooks Desktop for Windows installed on the PC in which you are performing the export. For access to trial versions of the desktop program, for the purposes of export, see QuickBooks Desktop trial links.

As always, you can refer to this article for the complete steps and details on how to export the data file: Export data file from QuickBooks Online to Desktop 

 

Once done, run a Balance Sheet and a Profit and Loss report to ensure that the numbers match. Make sure to set them on an Accrual basis and for All Dates in both programs.

 

Take a look at this article for future reference: Customize your Profit and Loss report.

 

Let me know the result after exporting your data file. I'll jump right back in to assist if you need anything else. Best regards.