QuickBooks Data Migration Process

Annie from QuickBooks explains how to transfer data from QuickBooks Online to QuickBooks Desktop. The process involves exporting data from QuickBooks Online using a specific URL, downloading a migration tool, and importing the data into QuickBooks Desktop. Users are guided through each step, including downloading the necessary tools, selecting data to export, and completing the import process in QuickBooks Desktop.

What types of information can be transferred from QuickBooks Online to QuickBooks Desktop?

• Only customer data

• Only vendor data

• Only transaction data

• Customers, vendors, and transactions

What is the first step to start exporting data from QuickBooks Online?

• Download the migration tool

• Type exportqbodatatoqbdt after 'app' in the URL

• Select Close Company in QuickBooks Desktop

• Open QuickBooks Desktop

What should you do after accessing the Export Overview page?

• Download the QBXML file

• Close QuickBooks Desktop

• Verify your email address

• Select Get Started

What tool do you need to download to migrate data to QuickBooks Desktop?

• QuickBooks Import Tool

• QuickBooks Data Transfer Tool

• QuickBooks Desktop Migration Tool

• QuickBooks Online Export Tool

How can you choose the data you want to export?

• By selecting all data with transactions or just lists and balances

• By selecting only customer data

• By selecting only vendor data

• By selecting only transaction data

What should you do after receiving the confirmation email?

• Select Get Started again

• Reopen QuickBooks Desktop

• Download the QBXML file

• Close QuickBooks Online

Where should you save the QBXML file for easy access?

• In the QuickBooks folder

• In the Documents folder

• On your Desktop

• In the Downloads folder

What is the purpose of the QuickBooks - Application Certificate?

• To verify your email address

• To set read and modify rights for your file

• To confirm the data export

• To download the migration tool

What should you do if the QuickBooks - Application Certificate is hidden?

• Re-download the QBXML file

• Look behind other screens

• Restart QuickBooks Desktop

• Ignore it

What indicates that the import process is complete?

• The QuickBooks Desktop closes automatically

• A confirmation email

• A pop-up notification

• A message saying 'Done'