Hello there, ratkiley.
I can see how important to import all your data including all the payment records and transaction types. I'll be sharing details on how migrating data from QuickBooks Online to the Desktop version works and ensures you'll be able to complete the process smoothly.
Please know your books may look slightly different when you switch from QBO to QBDT. Some features also are not transferable from one program to another. With this, the preferred delivery method and saved credit card info don't move over to PCI compliance. I recommend considering entering the mentioned details in QBDT manually.
Export limitations and unsupported Internet Explorer versions can cause mismatches in reports such as profit and loss. To correct this, open the report on an accrual basis. If the numbers are still inaccurate, follow the steps below to obtain accurate numbers or amounts.
- Click the File menu from the QuickBooks Desktop and select Close company.
- Go back and try to convert your file again. Sometimes converting a second time can fix this problem.
- Check the Profit and Loss reports again once done. If they still don’t match, enter manual adjustments to fix the issue.
You can refer to this article to see extra details: Move your QuickBooks Online data to QuickBooks Desktop.
In case you need any related information about moving your data from QBO to QBDT to Turbo Tax Business Desktop account, you can read this article: How do I import QuickBooks data into TurboTax Business?.
Feel free to add a comment below if you have follow-up questions about importing your data to TurboTax. I'm always around to help, ratkiley. Take care!
