A Guide to Move Lists and Balances from QuickBooks Online to Desktop

If you are wondering how to move customers, vendors, products and services from QuickBooks online to QuickBooks desktop you have come to the right place. In this article we will be discussing about the process to move your lists and balances to new desktop file so you don’t waste time on data entry. You can learn about the process of transferring the open balance of customers, vendors and accounts to desktop file. 

Keep on reading the article till the end to learn about the step by process of moving lists and balances from QuickBooks online to QuickBooks desktop. 

Export account, customer and vendor list reports to the excel

Follow the steps given below to export various reports from QuickBooks to excel. 

1. Firstly you need to sign in to QuickBooks online as an admin. 
2. Next move to the “Reports” menu.
3. Then open the account list, customer contact list and vendor contact list.
4. Now select “customize” on the report.
5. Next select rows and columns and then change columns. 
6. Then, select and reorder columns. 
7. When reordering is complete, shift to the next step of adding customers. 

Step 1: Column order for each list report

Account List	Customer Contact List	Vendor Contact List
	Customer	Vendor
	Company Name	Company Name
	Email	Email
Account	Phone Numbers	Phone Numbers
Type	Billing Street	Street
Detail Type	Billing City	City
Balance	Billing State	State
	Billing ZIP	ZIP
	Billing Country	Country

 

After you are done with the steps, make sure to select Run report tab. Then follow the steps to export the report and save it in a folder.

Step 2: Adding the customer and vendor open balances

The steps for incorporating the open balances corresponding to the customer and vendor as given below – 

1. Move the sales menu and then choose the “customers” tab. 
2. Next, move the “Expenses menu” and choose “vendors” tab.
3. Select the Export to Excel icon. Save the file in a folder which you can access. 

1. Next you need to get the “Open Balances” and open excel file saved. Then copy the “Open balance” column. 
2. Opening the Excel file of customers or vendors. 
3. You do not require the first 4 rows ensure to remove them from the worksheet. 
4. Lastly, add the open balance column that is copied and then save changes. 

Conclusion

Once you have done exporting and you have downloaded the reports all you need to do is import them to QuickBooks online. The step-by-step process of moving lists and balances from QuickBooks online to QuickBooks desktop is not a very difficult task. In case you are unable to get this done or have any queries about QuickBooks feel free to call us at 1-800-761-1787. Our QuickBooks desktop support team will be happy to assist you!