If you’re looking to export your data from QuickBooks Online, here’s a quick visual guide for you to use.
If you’re having trouble installing the ActiveX control or getting error messages, or for more information on export, see KB 1077.
Step 1: Choose Company > Export Data:
Step 2: Click to install the ActiveX control. If the Install button is grayed-out, skip ahead to step 5:
Step 3: Confirm ActiveX installation:
Step 4: Click Continue:
Step 5: Start the export interview:
Step 6: Select data to import:
Step 7: Select your version of QuickBooks desktop edition:
Step 8: Read and approve special conditions. Important: This step tells you how your data will be changed after the export!
Step 9: Enter contact information:
Step 10: Complete export request:
You’ll be getting an email with steps to complete the export conversion within 24 hours. After you receive it, follow those steps to open the file in your QuickBooks desktop edition:
Step 1: Go to your company Home page in QuickBooks Online:
Step 2: Click the task (or thing to do) to download the company file you created:
Step 3: Choose the option to move your data to a desktop version of QuickBooks Online. Please note that clicking on this doesn’t cancel your subscription; you have to do that within the QuickBooks Online product:
Step 4: Make sure you have enough time to complete the download. Read the warnings and click Next:
Step 5: Click Download:
Step 6: A pop-up window will appear and ask you where you’d like to save the file (we suggest Desktop). Name the file and click Save:
Step 7: You don’t need to start QuickBooks desktop edition unless you have more than one version installed on your computer. If so, start the version you want to use and make sure you close all companies and windows in it.. Now clickConvert:
Step 8: Save the file in the same directory where you installed QuickBooks desktop. If you’re having trouble finding it,here’s a chart that will help.
Step 9: The conversion process will now begin and you’ll see a status bar. If the status bar isn’t moving, you probably need to allow access to your QuickBooks desktop edition. If so, minimize all your windows or click on the QuickBooks desktop edition application on your taskbar:
Step 10: When you’ve located the certificate, click Yes, prompt each time or Yes, this time then click Continue:
Step 11: You’ll get a pop-up window confirming that you’ve granted access. Click Done:
Step 12: There’s some final steps to read through which give you advice about how to proceed with the conversion, including confirming that your data successfully converted. Read through and perform the final steps as desired then click Finished: