How to Move lists and balances from QuickBooks Online to QuickBooks Desktop?

 QuickBooks is one of the most popular accounting solutions. It helps you with the day-to-day accounting work and simplifies a lot of functions. For example, you can create vendor lists, inventory, and charts of accounts. In addition, users like to import data from QuickBooks Online to QuickBooks Desktop for better efficiency and output.

So, we’ll look at the steps to transfer lists and balances from QuickBooks Online to QuickBooks Desktop, improving data connectivity and sharing between users and systems.

 

Comparison of QuickBooks Online Edition and QuickBooks Desktop Application

QuickBooks Online and QuickBooks Desktop are top-notch accounting solutions available in the market. However, each has different features, advantages, and limitations. We’ll compare QuickBooks Online and QuickBooks Desktop for reference.

QuickBooks Online is cloud-based software, which means you can access the software from anywhere worldwide with the help of an Internet Connection. Also, QuickBooks Online is more straightforward to use than the regular QuickBooks Desktop Application. Furthermore, it is a budget-friendly application, offering monthly plans to its users.

QuickBooks Desktop Application has better and more robust features than the QuickBooks Online program. For example, it has more than 240 integrations and an advanced reporting mechanism. In addition, the data and network security are much better than the QuickBooks Online application, and you must enter your QuickBooks credentials while accessing different kinds of data.

Now, you have a brief outlook of both QuickBooks Online and QuickBooks Desktop applications. So, choose wisely and later look at the steps of move lists and balances between the QuickBooks application.

 

Steps to Move Lists and Balances from QuickBooks Online to QuickBooks Desktop

Export Your List Reports to Excel

  1. Go to QuickBooks Online by browsing from your Internet Explorer.
  2. Enter your login credentials to your account that has all the lists.
  3. Then, according to the list you want to export, search and run Account List, Customer Contact List, Vendor Contact List, or Product/Service List report.
  4. Customize the list report’s columns. Choose every piece of information below to check how their columns should be ordered.
  5. After saving all the changes and exporting the report.
  6. Open the exported report in Excel.
  7. Save the report in an Excel or CSV format.

 

From a QuickBooks Desktop Company

  1. Sign in-to the QuickBooks Desktop Company File using your QuickBooks credentials.
  2. Head to the “Reports” section and opt for “Lists.”


  1. Now select the reports you want to export, run Account Listing, Item Listing, Customer Contact List, or Vendor Contact List report.
  2. Again, export the report to excel.

 

Conclusion

As we conclude, we hope you’ll be able to move lists and balances from QuickBooks Online to QuickBooks Desktop.

The steps mentioned here are in consultation with our experts, and you can contact them for assistance if you cannot execute these steps. Or you can also connect with the QuickBooks desktop technical support Team for help

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