Ph: +1 (619) 377-0977 (9 A.M to 5 P.M EST)

SaasAnt Support Portal

Submit a ticket My Tickets Blog
Login  Sign up

Transfer/ Migrate Data From QuickBooks Online to QuickBooks Desktop

In this article, you can find all the information you need to migrate your account data from QuickBooks Online into QuickBooks Desktop.

Transferring Data from QuickBooks Online to QuickBooks Desktop:

The data from QuickBooks Online will be exported into a CSV file using "SaasAnt Transactions (Online)" and the exported file will be imported using "SaasAnt Transactions" for QuickBooks Desktop.

For seamless migration, we've broken it down into 5 easy steps.

Initial Steps:

Step 1: You need to have a valid License for "SaasAnt Transactions (Desktop)"(QuickBooks Desktop)  and "SaasAnt Transactions (Online)" (QuickBooks Online).

Step 2: Admin privileges are needed to convert the data from QuickBooks Online to QuickBooks Desktop.

Step 3: Create Necessary Sales tax Items and Sales tax group Item in the QuickBooks Desktop file.

Step 4: Enable the Multi-currency feature in the QuickBooks Desktop file if it is enabled in QuickBooks Online.

SaasAnt Transactions (Desktop) - Configuration:

After the successful installation and activation of  "SaasAnt Transactions (Desktop)", navigate to Import Settings (Edit>Import Settings).

  • Click on the "Miscellaneous" tab and turn on the "Enable QuickBooks Online Migration" feature.
  • Click on the "General" tab and select date format in File as"YYYY-MM-DD".
  • Save the settings.

Exporting your data:

Importing your data:

Now you can import each file downloaded from "SaasAnt Transactions (Online)" into QuickBooks Desktop using "SaasAnt Transactions". We highly recommend importing the "Lists" completely before migrating the transactions. 

  1. Launch "SaasAnt Transactions (Desktop)".
  2. Click on the "Import" button.
  3. Choose "Select QuickBooks Transaction/List Type" as one of the values based on the below table (an equivalent entity of QuickBooks Desktop).
  4.  Browse and select the exported file from "SaasAnt Transactions (Online)".
  5. Click "Next" on the File upload Screen.
  6. Click "Next" on Mapping Screen.
  7. Click "Send to QuickBooks" on the Review Screen.

If there are any issues during conversion an error may display immediately.

In the table below, we've noted the equivalent transactions and lists for QuickBooks Online and  QuickBooks Desktop.

QuickBooks OnlineQuickBooks Desktop
Chart Of AccountsAccount
Product/ ServiceItem
Sale Transactions
Receive PaymentPayment
Credit MemoCredit Memo
Sales ReceiptSales Receipt
Refund Receipt---
Vendor/Expense Transactions
ExpenseCredit Card Charge and Check
Bill PaymentBill Payment
Purchase OrderPurchase Order
Vendor CreditVendor Credit
Credit Card CreditCredit Card Credit
Other Transactions
Journal EntryJournal Entry
Time ActivityTime Tracking


When you have completed your QuickBooks Online to QuickBooks Desktop conversion, follow the below steps to review the migration.

  • Check account balances in QuickBooks Desktop match account balances in QuickBooks Online.
  • We suggest you run a full trial balance in both QuickBooks Desktop and QuickBooks Online for the end of the current month, and then compare the balances.
  • You may also see invoices and bills that were paid in Quickbooks Online but now show as awaiting payment in QuickBooks Desktop. In this case, payments will need to be applied again and reconciled.


  • Purchase Order with category accounts cannot be imported
  • Expenses need to be imported as Credit Card Charges or checks 
  • Customers with SSN cannot be imported.
  • Account subtype or detail type cannot be imported.
  • Sales with Markup Percentage are not supported.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.