Migrate from QuickBooks Online to QuickBooks Desktop

When migrating from QuickBooks Online to QuickBooks Desktop (eg Pro, Premier, Enterprise), it is generally beneficial if existing projects are wrapped up in QuickBooks Online and only new projects be implemented in QuickBooks Desktop. If that is not possible, please follow the steps below after QuickBooks Desktop migration is complete.

Your Company

1. Switch to QuickBooks Desktop and make sure the File/Database is fine after the transfer
2. Download and install the AccountingLink for QuickBooks Desktop
   
   AccountingLink For QuickBooks Desktop Installation Instructions
   
3. Open QuickBooks Desktop and file in single user mode as an administrator
4. Change Accounting System in Sage Construction Management to Intuit QuickBooks. See Settings | Company Settings | Profile | External Applications.
5. Open AccountingLink for QuickBooks Desktop and login.
6. Create a new connection and update sync preferences.
7. Close AccountingLink
8. Submit an email to SageCMsupport@sage.com. Please include your company ID and list the active project numbers that need to be relinked to the new QuickBooks Desktop file.

Sage Construction Management

1. Sage Construction Management will copy the connection and sync preferences data to the QB Connection
2. Customer, Vendor, Employee and Project links will be removed

Your Company

1. Open the AccountingLink for QuickBooks Desktop
2. Select the connection
3. Autolink or Manually link Customers, Vendors and Employees. The latter can be done in the Advanced Utilities section.
4. Manually link active projects using the option in the Advanced Utilities section.