Tori B
QuickBooks Team

Install

Good morning, @jr37.

 

I hope you're having a wonderful morning so far. 

 

If you wish to export your data over to Desktop to create a backup company file, I urge you to see our Limitations when you convert from QuickBooks Online to QuickBooks Desktop before completing the task. To clarify, once your data is converted over to the desktop version and you save your back up do you wish to return back to QBO? If so, you'll need to follow these steps in getting back online. 

 

Let's get started. 

 

Prepare QuickBooks Desktop

  1. You'll need to install QuickBooks Desktop. If you don't have it purchased, you can always install a trial version
  2.  After you've installed, you'll want to open the program in administrator mode. 
    • Right-click the QuickBooks Desktop icon and select Run as administrator
  1. Leave QuickBooks open while you complete the next set of steps. 

Export your data

 

Microsoft no longer supports Internet Explorer. However, you have to use Internet Explorer to accomplish the conversion. Use this link in Internet Explorer to avoid further issues: https://c9.qbo.intuit.com/app/exportquickbooksdesktop

 

Note: If you don't use the link provided when you attempt to convert the gear icon will disappear.  

 

  1. Click the Gear icon and select Export Data.
  2. Enter your reason for exporting and hit Continue.
  3. In the Moving to QuickBooks Desktop section, click Learn more.
  4. In the Download company data section, select Learn more, then Get Started.
  5. Tap on Install ActiveX Control Now and follow the steps to install ActiveX.
  6. Click Continue when it's finished. 
  7. Choose the data you want to export, then hit Continue
  8. After reviewing the limitations, select Continue
  9. Enter your contact info and then Continue.

After completing the steps, you'll receive an email when the data is ready. It can take anywhere from 2 hours to 2 minutes. Depending on how many transactions you have in your company. 

 

Once you've received your email that the data is finished, you'll Finish exporting your data

 

Once all the data has converted, check out Back up your QuickBooks Desktop company file for steps on backing up the data in Desktop. 

 

Please let me know if you have further questions or concerns. I'm here to get you back to business every step of the way. You can always count on us here in the Community to lend you a helping hand when you need it. Take care and stay safe.