Welcome to the Community, @jredmond-trinity.
I'll be happy to guide you through moving the QuickBooks Online (QBO) data to QuickBooks Desktop (QBDT).
Before transitioning from QBO to QBDT, ensure QuickBooks is up-to-date to avoid differences in book appearance. If necessary, you can download a trial version as an alternative.
To move QBO data to QBDT, Below are the steps.
Step 1: Download QuickBooks Desktop
- If you haven't already, download and install QBDT on your computer.
- Open QBDT.
- Go to File and select Close Company. Leave QuickBooks open while you complete the rest of the steps. Note: You can only move data from QBDT for Windows. Once you move it to Windows, you can convert it to QuickBooks for Mac.
Step 2: Sign in to QuickBooks Online and download the migration tool
- Sign in to the QBO account you want to convert with a browser we support. Use your Intuit Account credentials.
- Select the URL and replace anything after /app/ with exportqbodatatoqbdt. The URL should say https://app.qbo.intuit.com/app/exportqbodatatoqbdt. Then select Enter on your keyboard. Other support task links won't work during this process.
- You'll see Export Overview. Read the Export Overview. You can print out it if you'd like. Click on Get Started.
- Select the Download tool to download the QBDT migration tool.
- Once you download the tool, launch the tool to install it and click on Next.
- Accept the terms in the license agreement and select Next.
- Select Complete as the type of setup, then Next.
- Click on Install, then Finish.
To proceed with Steps 3 to 6, you can check this article for more detailed steps: Move your QuickBooks Online data to QuickBooks Desktop.
For your reference, you can check these articles to guide you in moving your QBO data to QBDT:
Please keep us posted if you need additional assistance in migrating back to the desktop. We're always here to help you out.
