QuickBooks Online to QuickBooks Desktop Data Conversion

Migrate from QuickBooks Online to QuickBooks Desktop and get access to advanced features, industry-specific versions, better data control, offline access, and more customization options with eBetterBooks.

QuickBooks data conversion

Switch from QuickBooks Online to QuickBooks Desktop for a Seamless Accounting Solution

QuickBooks Desktop provides greater control over data with local storage which ensures security and privacy. Its one-time purchase model as compare to QuickBooks Online’s subscription which offers cost saving over time. With QuickBooks Desktops’ feature depth and customization option, business can tailor their accounting processes to meet specific needs more efficiently.

Additionally, QuickBooks Desktop is suitable for businesses operating in areas with unreliable internet access or for users who prefer to work offline as it does not require internet dependency to function. Users can perform various tasks offline, including creating and editing transaction, generating reports and reconciling accounts.

Contents

Convert from QuickBooks Online to QuickBooks Desktop and Unlock Advanced Functions

  • Industry-Specific Reports

    Whether in retail, healthcare, construction or any other industry, get invaluable insights with customized reports which highlight key metrics and performance indicators relevant to the specific sector.

  • Data Control

    Store your data locally on system, customize access permissions, restrict sensitive data and implement additional security measures with ease.

  • Advanced Inventory Management

    Seamlessly track inventory across multiple locations, streamline order fulfillment, and optimize stock levels to meet demands of your clients.

  • Payroll Functionality

    Simlify payroll processing and manage employee payroll, taxes, and compliance from a single platform which helps in saving time and reducing possible errors.

  • Ease of Use

    Customize your dashboard to display the most relevant information for your business, ensuring clarity and efficiency.

  • Excellent Customer Support

    Benefit from professional guidance and efficient issue resolution with our 24/7 partner service, ensuring a smooth user experience and increased productivity.

Which Data Can be Transferred from QuickBooks Online To QuickBooks Desktop

Our dedicated experts work round the clock to offer you more flexible and faster QuickBooks data conversion services under your budget. Here’s what we can migrate for you:

Icon Customer Lists & Transactions

Icon Vendor Lists & Transactions

Icon Inventory Details

Icon Account Lists

Icon Employee Lists

Icon Account Balances

Icon Employee profile and contact info

Icon Payroll general ledger account balance info

Icon Paycheck (Convert as)

Icon Accounts Receivable and Accounts Payable

Icon Profit & Loss

Icon Monthly Balance Sheets

Value Addition Conversion (also get):

Icon Attachments

Icon Unreconciled Transactions

Icon Allocation of Invoices or Bills against credit notes

Construction

Which Data Cannot be Transferred from QuickBooks Online To QuickBooks Desktop

At eBetterBooks, we ensure to migrate all your data smoothly without any interruption. However there is some info that can not be transferred directly to QuickBooks due to some compatibility differences. 

Icon Bank Reconciliation

Icon Sales and Purchase Orders

Icon Budgets

Icon Track Inventory

Icon Invoice Templates

Icon Time sheets

Icon Fixed Asset

Icon Deleted/Void Transactions 

Icon Charts of Accounts

Icon Journal Entries

QuickBooks Online to QuickBooks Desktop: Quick and Safe Data Migration

Sign up and move from QuickBooks Online to QuickBooks Desktop with high level of accuracy and minimum migration cost. Clean up, repair and migrate your historical transaction data for better compliance and analysis.

At eBetterBooks, we deliver precise & efficient QuickBooks data conversion for QuickBooks Online:

Icon Assessing your needs

Icon Preparing your data

Icon Mapping old QuickBooks Online  data to new QuickBooks fields

Icon QuickBooks configuration, verification, and testing

Make Your Conversion Smooth Switch From
QuickBooks Online to QuickBooks Desktop

Pros Cons

QuickBooks Online  Pros:

  • Cloud-based
  • Automatic Updates
  • No Installation Required
  • App Integration
  • Real-time Collaboration  

QuickBooks Desktop Pros:

  • One-Time Purchase
  • Advanced Features
  • Enhanced Data Control
  • No Internet Required
  • On-time Support 
  • Customized invoices and forms

QuickBooks Online  cons:

  • Subscription Model
  • Internet Dependancy
  • Limited Data Control
  • Limited Features 

QuickBooks Desktop cons:

  • Limited Accessibilty
  • Aditional Cost for Multiple Users
  • Manual Updates
  • Higher Upfront Cost

Unsure! Which QuickBooks Version Suits Your Business, Talk To An Experts for Free!

Choose QuickBooks Pro for being cost-effective, QuickBooks Online for industry-specific advanced capabilities, or QuickBooks Desktop to handle large data sets and high transaction values. Our dedicated conversion experts at eBetterBooks will help you make an informed choice for switching from QuickBooks Online to QuickBooks and try their best to meet your growing business needs.

Connect with Experts

QuickBooks Online to QuickBooks Desktop Keep Growing with Our Post-Conversion Support

1

We conduct comprehensive training sessions to empower your team with all the capabilities required for the new software.

2

Get 24*7 assistance from our support channels for any conversion-related queries or concerns.

3

Our dedicated experts promise to provide a speedy transition without any accidental data loss.

4

We offer comprehensive documentation and resources to help users in navigating the new software more effectively.

5

Our service providers prompt you to share post-conversion feedback and reviews to identify areas for better enhancement or frequent improvements.

Make your Move Easy with eBetterBooks QuickBooks
Data Conversion Services

Sit back and relax, our service providers convert your crucial data within no time.

E

Expertise in QuickBooks Online to QuickBooks Desktop data conversion sets us apart. With our dedicated team members, we guarantee comprehensive s and reliability in every aspect of your data conversion process.

A

Accurate QuickBooks Online to QuickBooks Desktop data conversion is our specialty. We apply a thorough evaluation process to ensure every transaction is accurately mapped and transferred.

S

Seamless QuickBooks Online to QuickBooks Desktop data conversion is our expertise. From evaluation to implementation, every step is carefully followed so that your data can never be compromised and you can get the best data conversion experience ever.

Y

Year-round QuickBooks Online to QuickBooks Desktop data conversion is our commitment. We work tirelessly to provide uninterrupted service and ensure a smooth and convenient data transition practice for our clients.

Checklist: QuickBooks Online to QuickBooks Desktop Data Conversion

Things you do for your business!

Icon Check QuickBooks Desktop Variant or Version You Want to Convert to.

Icon Identify the number of users and stakeholders

Icon Any specific features/ requirements you are looking for?

Icon Make a note of the accounting system (accrual or cash-based) in use.

Icon Using multi-currency invoices.

Icon Linking bank accounts, credit cards, and payment gateways.

Icon Need to control authorizations for accessing accounting data.

Icon Switch to Single-user or Multi-user environments.

Icon Go for any QuickBooks integrations. 

  • Payroll
  • Time tracking

Icon Is there any need for inventory management?

Icon Make a note of minimum system requirements (in case of QuickBooks Desktop)

Icon Mark any historical data you want to move to QuickBooks desktop.

Icon Check your data file/ Company file.

Icon Extract tax information and any previously generated audit reports.

Icon Expected timeframe for the conversion process.

Icon Create a backup of the existing accounting data.

14-Day Data Recovery Guarantee

At eBetterBooks, our team prioritizes the safety, security, and integrity of your data as we understand how important it is for your business growth. In case of any rare event if your data has been lost during conversion, we ensure fast data recovery within 14 days and keep our promise for better business productivity.

What you can Expect After QuickBooks Online to
QuickBooks Desktop Conversion

1

After the conversion, you will receive an email with the subject header “Your Conversion is Ready to Review.”

2

You have only 72 hours to review and approve your conversion.

3

Match your data with the reports you exported earlier to our team. Once the transition is over, our dedicated experts will provide:

  • A QuickBooks backup file (.qbb) for easy restoration on your system. 
  • Check all your transactions are marked up as reconciled. If any transaction is not supported in QuickBooks, we’ll provide standard workarounds and post-conversion instructions. 
  • Get a detailed post-conversion checklist to make your transition faster or smoother. 
  • We ensure journal entries are linked to their respective invoices and bills so that your trial balance isn’t affected after the migration. 
QuickBooks Conversion Expectations

QuickBooks Online to QuickBooks Desktop
Data Conversion Process

Let our experts assist you with simplifying your conversion from one software to another.

Phase 1:

Know your Business needs

Our team of QuickBooks data conversion experts is here to streamline your transition. We’ll meticulously evaluate your existing accounting system (QuickBooks Online), assess data structures, examine technical specifications, and understand your unique requirements.

Phase 2:

Prepare data for Migration

Choose the QuickBooks edition that best suits your business needs – Pro, Premiere, or Enterprise. Our team will smoothly migrate essential data like Accounts Receivable, Accounts Payable, P&L statements, and balance sheets. Trust us for a meticulous conversion process, guaranteeing accuracy and eliminating errors.

Phase 3:

Informed Decision-Making

During the migration from QuickBooks Online to QuickBooks Desktop, if any uncertainties arise, our specialized QuickBooks data conversion expert will guide you in choosing the most suitable version. They will consider factors such as your business requirements, team size, and future growth plans. Whether you need a desktop or online solution, single-user or multi-user access, PC or network compatibility, or even payroll or point-of-sale features, our experts will ensure that you make an informed decision tailored to your unique needs.

Phase 4:

Mapping data to QuickBooks Fields

Mapping the data from QuickBooks Online to the corresponding fields in QuickBooks. The data that is identified to be transferred (Balance Sheets, Income Statements, Payroll Database, Invoices, Accounts Receivables, Accounts Payables, expense reports, reconciliations, and any other data needed to be converted), will be sorted, and experts will ensure that data categories align accurately to avoid discrepancies and redundancy.

Phase 5:

Conversion, Verification, and Testing

Our team of in-house full-time programmers takes charge of the data conversion process from start to finish. They meticulously initiate and monitor the entire process, addressing any issues or errors to ensure flawless functionality. Once the new system is in place, we conduct thorough checks to verify the integrity and accuracy of your financial transactions and reports. If you need additional data transferred or want to expand the scope, we’re ready to repeat the process to meet your satisfaction.

Phase 6:

Team Trainings & Follow-ups

Our highly-skilled staff to shorten the learning curve for your team and make sure they know the functionalities, navigations, or features of your new system. For this, we conduct special training sessions for them so they can help you to manage workflows, set up basic configurations, charts of accounts and integrations and try to make your move complete and successful. We aim to make things work for you in an efficient manner.

Phase 7:

Post-Conversion Support & Optimization

Experts will review all your unresolved queries and optimize your workflow, system, software, etc. for improved efficiency. They’ll ensure that users are comfortable or happy with the new QuickBooks setup and they don’t have to encounter any problem meanwhile or after the migration process. We do our best to meet your expectations within the promised time period.

Schedule a Call

QuickBooks Online to QuickBooks Desktop Conversion: Work Around

Switch from QuickBooks Online to QuickBooks Desktop with evaluating, implementing and optimizing the right QuickBooks solution for your business.

Icon Sub Accounts in Sage become Independent Accounts in QuickBooks Desktop (QBD). 

Icon Inactive Accounts in Sage become Active in QBD during conversion.

Icon Open Receivable/Payable Invoices in QuickBooks Desktop (QBD ) show only unpaid balances.

Icon Custom Sales Tax Rates transform into standard rates with a separate “Tax Adjustment” entry in QuickBooks.

Icon Inter Bank Transfers convert via Clearing Account in QuickBooks Desktop.

Icon System Accounts like Retained Earnings, VAT Control Account are used in QuickBooks desktop.

Icon Inventory Details import as “non-inventory” types in QuickBooks Desktop; manually change to “Inventory” type post-migration.

Icon In multi-currency files, QuickBooks applies the same exchange rate for all accounts, potentially affecting trial balance.

Icon Rounding may differ between QuickBooks desktop and Sage due to precision techniques.

Icon Dummy numbers (e.g., Bill1, Inv1) used for Blank Bill and Invoice reference numbers.

Icon In case of duplicate reference numbers, transaction numbers or unique characters are added.

Icon QuickBooks limits Reference numbers to 20 characters; longer numbers are trimmed.

System Requirements For Sage 300 Construction to QuickBooks Conversion

Ensure seamless data transfer by understanding system requirements for compatibility and smooth migration.

FAQs

Payroll data can be converted, but you may need to re-enter certain payroll setup details in QuickBooks Desktop.

No, your QuickBooks Online subscription will not be automatically canceled. You'll need to cancel it separately if you no longer need it.

In some cases, you may need to review and possibly re-enter certain data to ensure accuracy after conversion.

Essential data such as customer details, vendor information, chart of accounts, transactions, and more can be converted.

Yes, you'll need to have QuickBooks Desktop installed before starting the conversion process.