Migrate from QuickBooks Online to QuickBooks Desktop

When migrating from QuickBooks Desktop (Pro, Premier, or Enterprise) to QuickBooks Online, it's recommended to close all existing projects in QuickBooks Online before starting the migration.

If closing projects beforehand is not feasible, complete the migration first, then follow the steps below to manage your projects in QuickBooks Desktop.

Configure AccountingLink for QuickBooks Desktop

1. Switch to QuickBooks Desktop and verify the integrity of the file or database after the transfer.
2. Download and install the AccountingLink for QuickBooks Desktop application.
3. Open the QuickBooks Desktop and file in a single user mode as an administrator.
4. In Sage Construction Management, go to Settings () > Company Settings > Profile and set the Accounting System to Intuit QuickBooks in the External Applications Being Used section.
5. Open the AccountingLink for QuickBooks Desktop application and log in.
6. Create a new connection and update the sync preferences.
7. Close the AccountingLink application.
8. Send an email to SageCMsupport@sage.com with your company ID and list all the active project numbers that need to be relinked to the new QuickBooks Desktop file.

Update Sage Construction Management

1. The Sage Construction Management administrator will copy the connection and sync preferences data to the QB Connection.
2. Any customer, vendor, employee, and project links will be removed.

Link customers, vendors, employees, and active projects

1. Open the AccountingLink for QuickBooks Desktop application.
2. Select the connection.
3. Auto-link or manually link customers, vendors, and employees.

   Manual linking can be done through the Advanced Utilities section.

4. Manually link active projects using the available option in the Advanced Utilities section.