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Stepwise procedure for QuickBooks Data Migration to Desktop

QuickBooks is available in a lot of different versions, crafted as per user requirements. Users can switch to other QB products according to their business needs. Data transfer is c complex process involved when switching to a different QB version. Data security is a major concern for users during data migration, as data loss can adversely affect their business. QuickBooks Data Migration to Desktop is required when you start using a different QB product on your PC. Keep reading the blog to learn about data migration and a QB-recommended procedure for data transfer.

Avoid the risk of data loss by migrating your data successfully with the help of a QB professional reachable at 1.855.738.2784.

Key points

Here are some of the things to ensure before moving your QuickBooks Data-

  1. Create a backup of your QuickBooks data to recover your data in case of any mishaps during data transfer.
  2. Make sure the system specifications are appropriate for QuickBooks to run.
  3. Your Network connection should provide the minimum required Internet speed to run QuickBooks.


Follow the procedure given below to migrate your data to QuickBooks Desktop successfully-

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Step 1- Begin by creating a backup of your QuickBooks Data

You should always create a backup of your data on regular periods to safeguard your data if it is lost or gets corrupted. You are advised to create a full backup of your QB data before proceeding with the migration. Use the steps given below-

  1. Use the Utilities option in the File menu of QuickBooks to switch the software to single-user mode.
  2. Click the File option again and select the Backup Company option.
  3. Tap Create Local Backup.
  4. Click on Local backup in the next window and hit Next.
  5. Choose a location to store your backup file using the Browse option.
  6. Tap Save it now before clicking Next.

The backup of your data will be created at the location you chose.

Step 2- Convert & export your Data to QuickBooks Desktop

You don’t have the convenience of directly importing the data, but you can convert and export it to QB desktop. Do as per the steps given below to start migrating your data-

  1. Sign in to your QuickBooks Online and tap the Gear icon on the top menu.
  2. Click on the Export data option and provide a reason for the migration.
  3. Tap the Continue option at the bottom of the tab.
  4. Verify the data in the export overview screen to ensure it is correct, and click Export to Excel.
  5. Click Continue to Download on the Exporting from QuickBooks Online page.
  6. Follow the instructions provided by the software to export your data.

Your data will be transferred after you apply the procedure given above.


This blog provides everything you need to know about QuickBooks Data Migration to Desktop. It would be best if you took note of the key points mentioned in the blog before starting the migration to prevent any issues. The QB recommended procedure is also mentioned in the blog, which we hope you will use to migrate your QB data.

If you face any issues during the migration, converse directly with a QB support team at 1.855.738.2784.

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