Move lists and balances from QuickBooks Online to QuickBooks Desktop

1. Sign in to QuickBooks Online as an admin.
2. Go to the Reports menu.
3. Search for and open an Account List, Customer Contact List, or Vendor Contact List.
4. On the report, select Customize.
5. Select Rows and Columns and then Change columns.
6. Select and reorder columns. Check the table below to learn what columns to select and their correct order:

Column order for each list report

When you’re done, select Run report. Then follow the steps to export the report, and save it in a folder you can quickly access to Move lists and balances from QuickBooks Online to QuickBooks Desktop.

1. Go to the Sales menu and select the Customers tab. Or go to the Expenses menu and select the Vendors tab.
2. Select the Export to Excel icon. Save the Excel file in a folder you can access quickly.
3. To get the open balances, open the Excel file you just saved, and then copy the Open Balance column.
4. Open the Excel file of customers or vendors that you saved in Step 1.
5. You don’t need the first 4 rows, so be sure to remove them from the worksheet.
6. Add the Open Balance column you copied, then save your changes.

1. Sign in to your company file in QuickBooks Desktop as an admin.
2. From the File menu, select Utilities, then Import.
3. Select Excel Files. On the window that appears, select No.
4. Select Advanced Import.
5. Select Browse… and go to the Excel file of account, customer, or vendor list you need to import.
6. Select the Choose a mapping ▼ drop-down, then Add New.
7. Add a mapping name, depending on the list you’re importing. For example, add “Account List.”
8. Select an import type, and then start matching QuickBooks fields with your worksheet headers. Select Save once you’re done. Note: For customer list, check this mapping sample to map the billing address details correctly.
9. Select Preview to make sure there are no mapping errors.
10. In the error handling section, select what you’d like to happen if QuickBooks finds errors:
    • Import rows with errors and leave error fields blank
    • Do not import rows with errors
11. Select OK. Once you’re ready, select Import.

QuickBooks lets you know if the import is successful, or if there’s any error.

If QuickBooks finds an error, save the error log. Then open it to see how to fix the errors.

Export your list of products and services to Excel. Then make sure each item type has its own worksheet in the Excel file.

1. Sign in to QuickBooks Online as an admin.
2. Go to Settings ⚙ and select Products and Services.
3. Select the Export to Excel icon. Save the Excel file in a folder you can access quickly.
4. Browse to the folder where you saved the file, then open it.
5. Go to the Type column header, and then filter it to only “Services,” “Inventory,” or “Non-inventory.”
6. Copy all of the data.
7. Add a new worksheet. Rename the worksheet after the item type so it’s easier to transfer them later. For example, “Inventory items.”
8. Paste the data you copied into the new worksheet.
9. Check the “Column orders for each item type” table below and follow the correct column order for each item type.
10. Follow the same steps for all your item types. Then save your changes.

Column order for each item type

All your items, including your sub-items and their parent items (or categories), are in Product/Service Name column. Use these steps if you also need to move your sub-items to your desktop file.

1. Add a “Sub Item of” column right after the Product/Service Name column, like this:
   

   Product/Service Name

   Sub Item of

2. Find your sub-items in the Product/Service Name column. They look like this: Landscaping: Trimming
3. Arrange your sub-items into something like our sample below. Make sure sub-items are under their parent items or categories, to keep everything neat and organized.
   

   Product/Service Name	Sub Item of
   Landscaping
   Trimming	Landscaping
   Gardening	Landscaping

1. Sign in to your company in QuickBooks Desktop as an admin.
2. Make sure you’re on single-user mode. From the File menu, select Switch to Single-User Mode. If what you see is “Switch to Multi-user,” you’re already on single user.
3. From the Edit menu, select Preferences.
4. Select Items Inventory, and then select Company Preferences.
5. Turn on Inventory and Purchase are Active.
6. Select OK.

If you haven’t yet, set up your inventory accounts in your desktop file.

1. From the Lists menu, select Chart of Accounts.
2. Right-click anywhere, and then select New.
3. Select an account type. Make sure to create one account for each of these types:
   • Income Account (for your sales)
   • Cost of Goods Sold
   • Inventory Asset

1. Open the Excel file of products and services that you prepared in Step 1.
2. Follow the steps on adding multiple list items. You can customize the columns on the Add/Edit List window. This will help you focus on just the columns you want to work on.

After importing, add your items’ current value and quantity to Move lists and balances from QuickBooks Online to QuickBooks Desktop