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Convert your QuickBooks Desktop data to Online Version: The Guide

This step by step guide will help you convert from QuickBooks Desktop to any version of QuickBooks Online, except Self-Employed. If you don’t have QuickBooks Online, new subscribers can choose between 35% off for three months or a 30-day free trial period.

For starters, there's no direct way to move your client's account from QuickBooks Online to QuickBooks Desktop.


Here the step by step guide for QuickBooks Online to Desktop data conversion

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.


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