How to Convert QuickBooks Online to QuickBooks Desktop?

by James Antonio

QuickBooks offers you so many tools with everything in one place to control and see. Conversion is also one of the main things which may be a difficult process. Before converting QuickBooks Online to Desktop you are required to keep many things remembers, some of them are mentioned below. This article helps you to convert QuickBooks Online to Desktop. First of all, there are some checkpoints which we need to check before proceeding.

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Points need to Check Before Converting QuickBooks Online to QB Desktop

  • Internet explorer required should be 10 or above that for converting.
  • QuickBooks online to Desktop conversion can be don’t through the help of Internet Explorer, make sure that your system has 11 version of IE.
  • QuickBooks Desktop should be of 2004 edition or later that, and Premier, Enterprise or Pro for Windows.
  • ActiveX required to do the conversion and without ActiveX conversion can’t be don
  • QuickBooks should be compatible and the internet explorer should be of 32 bit, 64 bit might return the error and stop you.
  • You should have access to one Invited Accountant account, it would be more good if you are a master or company administrator
  • For the non-US edition, there are some restrictions for the conversion for some products, vendors, services, chart of accounts, and other export list item from excel

Steps to Convert QuickBooks Online to QB Desktop

Below are the steps mentioned for conversion?

  1. First of all, click option Company >>> Select More and then click on Export Data available under the submenu
  2. Check if ActiveX is installed or not on your computer. If not then you need to install the ActiveX on your computer
  3. Now go to option “Export Interview” after installing ActiveX. “Export Interview” is available under option “Export Overview”
  4. Select from the options “Lists” and “Lists and Transactions and after that click on next. It depends on that if you want to import partial data or all the data.
  5. Now, from the drop-down menu select the version of the QuickBooks to which you are converting, and click on Next
  6. Click on some of the checkbox which shows that you understand the procedure and limits of the conversion process, click Next
  7. Mention your email id and Name on the upcoming page, you will get the email confirmation on the given email id, select Ok then. [Now, wait until the data is being converted and exporting. During conversion, it is advisable not to make any changes.]
  8. Now the data is ready and you can easily export the same if you received an email confirmation. Check the email which you received and select it, now click Next and select destination folder to download the data, at last, select Convert and it will convert your data
  9. If you want you can also complete the option “Export Interview” if you are unable to complete at the moment. Simply download the file from email >>> close interview and it’s done. If you want to resume the then you need to start the interview again
  10. Give a name to the file which is just converted and give permission to Internet Explorer so that it can open the file. Progress of the conversion can be seen through a status window.
  11. Finally, make a decision if you want to keep the QuickBooks online subscription or not. Till one year you can see your data or you can reactivate the account.

We hope that Convert QuickBooks Online to Desktop steps helped you a lot. Feel free to touch with the dancing number team for any query, help, or guidance. The dancing numbers team is available 24*7 to provide you with a simple and accurate solution related to importing, exporting, and deleting the data. Executives are well-mannered, polite, quick listeners, and have many years of experience in the same field, which enhances the knowledge to solve the issues. You can also email. Alternatively, you can fill the contact form to get dedicated and certified Dancing numbers professionals.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number 1800-689-5491 or chat with experts.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

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On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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