Upgrade quickbooks 2015 to 2017

Upgrade quickbooks 2015 to 2017 DEFAULT

Updating (converting) company file to a newer version of QuickBooks

QB Issue Resolution:

After installing a new version of QuickBooks, you update your company data file by opening it in the new version. This process updates company files from any older version of QuickBooks to the newer one.

About updating your data file

Important: Only the Admin user can update the file

If you never created other users and roles in QuickBooks, you are automatically the Admin user. If you see the message, “The company file needs to be updated. Please ask your QuickBooks administrator to update the file,” you are not signed in to your data file as the Admin user.

Do not update over a network.

Be sure the company data file is stored on the same computer you are using to update it. You might need to copy the file from another computer, and then copy it back after you finish updating it.

Detailed instructions

To update your company data file:

  1. Open the new version of QuickBooks.
  2. Choose File > Open or Restore Company.
  3. Click Open a company file and then click Next.
  4. Browse to your data file, select it, and click Open.
  5. If QuickBooks displays the Move Company File window, read and follow the instructions shown there.
  6. Read the information in the Update Company File for New Version window, click (check) the box to show you understand, and click Update Now.
  7. Follow the instructions to back up your company file, and make a note of where you put it, in case you need to refer to it later.
  8. When the message “You are about to open a company file using a newer version of QuickBooks…Do you want to continue?” appears, click Yes.
  9. (Recommended) After the company file is updated:
    • Store the backup you created in step 7 in a safe place until you know you will not need it again.
    • If you copied the data file from another computer to update it, copy it back again.
    • If you installed QuickBooks 2007 or later, the company file from your earlier version of QuickBooks may have been moved to a new folder:
      • Windows 8, 7, and Vista: C:UsersPublicDocumentsIntuitQuickBooksCompany Files.

      If you cannot find your data file in its original location, and if it is not in the specified folder, search your hard drive for *.qbw files and try to find it that way. Be sure to include hidden files and folders in your search criteria

Sours: https://quickbooks.ninja/updating-converting-company-file-to-a-newer-version-of-quickbooks/

How to Use an Old Company File With a New Version of QuickBooks

Newer versions of QuickBooks provide enhanced features and bug fixes over previous versions. If you have upgraded your software, you will need to update your old company files as well. QuickBooks includes a function that will do this for you. Updating your company file for use in a newer version of QuickBooks is a straightforward procedure, but you must be the admin user of QuickBooks to perform the update.

Open QuickBooks. Click "File" and then click "Open or Restore Company."

Click the "Open a company file" option, then click the "Next" button.

Browse your system files in the dialog window until you find the old QuickBooks company file. Double-click on this file to open it.

Read the information provided about updating your company file. Click the check box at the bottom of the information screen to indicate you understand that updating the file will make it unusable with previous versions of QuickBooks.

Click "Update Now." QuickBooks will prompt you to create a backup of the old file. Follow the steps to create the backup.

Click "Yes" in the message box that appears to load your company file into the new version of QuickBooks.



  • Information in this article applies to QuickBooks 2013. It may vary slightly or significantly with other versions or products.
  • Updating a company file will make it incompatible with older versions of QuickBooks. Always make a backup of an old company file before updating it.

Writer Bio

Laura Gittins has been writing since 2008 and is an expert in document design. She has a Bachelor of Science in English, Professional and Technical Writing. She has written education and document design articles for eHow.

Sours: https://smallbusiness.chron.com/use-old-company-file-new-version-quickbooks-61953.html
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If you are using QuickBooks Pro 2017 or any version older than the year then you seriously should start considering for “QuickBooks Pro Upgrade“. As QuickBooks Pro 2018 is finally here, thus QuickBooks upgrade will help you fix many bugs.

For many years, QuickBooks has been improving the updating process of software so that you can get all your important company files and data saved and protected without any hassle. Whenever you install any update or upgrade, the software always asks you to update or upgrade your data files first.

Warning:Don’t forget to take the backup of your data or information. This will help you in saving your data and information.

QuickBooks Pro update/upgrade should be done by following all the steps. If the process is not followed in the same sequence or the upgrade process is interrupted then you may end up your company files. This may also lead your software into various problems or will cause so many errors and you might not be able to use your software again.

User Navigation

QuickBooks Pro Upgrade to 2018:

Since now that you have read the warning, here is the download link available. Click on the link and get your software upgraded to 2018.

Upgrade QuickBooks to 2018

QuickBooks Pro upgrade 2018 has set another level of accounting with new & vast features and very much improved business management tools so that you track and analyze your annual sales and manage report.

  • All new & customized navigation panel and very much improved design to provide better readability.
  • Simplified and new design to make it easy to find and perform actions.
  • Versatility has also been increased due to Add-on apps.
  • Newly customized contact information.

You need to follow certain steps to get your QuickBooks Pro upgrade to 2018. It helps you in completing all standard accounting works such as developing expenses and income analysis & reports, invoices and estimates, print check, auto sign-in. QuickBooks is now enabled with various modes of payments. Now, you can accept payment by phone, by credit cards or you can also accept electronically record checks. This will help you in minimizing daily visits to banks for withdrawal and deposits of cash from/to banks. QuickBooks 2018 now includes all features for small & medium businesses and specifically industry designed tools also. It is now capable enough to track sales and back orders.

There are Two Ways by which you can Update your QuickBooks.

Manual Update.

If you need to do QuickBooks pro upgrade manually, then here is what you will need to do:

  • In a manual update, you can download it from the Internet.
  • You can also download from within QuickBooks Desktop.

Download Update from the Internet?

  • Open the Web Page of the Latest Release.
  • Make sure that you select the product. If you haven’t selected the product. Select the desired product.
  • Once you select the product, click on Update.
  • The update file that you have downloaded. Save it on the desktop
  • Double click the installation file once you finish the download

There are two ways manual updates across your network can be installed:

  • You can access the installation file on your PC through another PC.
  • You can copy and paste the installation file from one PC to another PC via USB/Flash Drive.

How to do QuickBooks Pro Upgrade from within QuickBooks:

  • Go to File Menu and select log off or close company (if multiple files are open in QuickBooks, you have to close all the files one by one)
  • Click on File to Exit from it.
  • Now, select QuickBooks Update from Menu
  • Go to options.
  • Mark All button and select on Save and then click on Update Now.
  • Now, Click the Get Updates button.
  • Open QuickBooks. If the message to update your QuickBooks still appears, select Yes.
  • Restart your PC after completing the installation.

Automatic Update.

  • Open your QuickBooks Help menu and click on Update QuickBooks.
  • Now Click on Update now.
  • Now, mark in a box which is labeled as Reset Update so that all previous download updates can be erased.
    • Note: the amount of time that is required will be increased. Now, click on Get Updates.
  • The latest version will be download and all you need is to restart your QuickBooks for the update.
  • When restarting QuickBooks, accept the option to install the new release.

Automatic QuickBooks Pro upgrade:

  • Click on Update QuickBooks in the Help option.
  • Go to the option in QuickBooks options.
  • Mark radio button to yes to turn on automatic update.

QuickBooks Pro 2017 Download and Update:

QuickBooks Pro 2017 is a perfectly designed software that is based on market analysis. This software is capable of handling all your accounting and transaction needs. It comes up with various functions and features so that your payroll, accounting, inventory, and payments related issues can be easily handled.

It allows you to accommodate up to 5 users at the same time. Data file size of up to 150-200 MB is supported in it. QuickBooks Pro, in general, provides services to small scale firms and enterprises.

These are the certain key features of the QuickBooks that makes your accounting experience much improved then its previous versions.

  • Automated Reports: Automated reports allow you to keep a check that all the reports are on time and are highly accurate, which is based on the data that you have provided. All you need to do is schedule your task and it will automatically generate and email your report.
  • Smart Search: Smart Search is a very much personalized feature that assists you in searching names, transaction account numbers and amounts quickly.
  • Reports Filters: Now, Reports filters are easily approachable and it can be applied through multiple reports and you can view it on the screen.
  • Bill Tracker: With QuickBooks pro upgrade you will be able to maintain the status of bills, print and close the purchase orders and many more. These features make managing payables easier.
  • Manage Forms: Manage forms in just a single step — now, you can enqueue your send form in just a single click.
  • Advanced Reporting: The new Advanced reporting tool includes “this year to last month”
  • Get the Full Picture of Your Business Performance: Now you can keep check on your income &expenses, profit & loss and top customers very instantly on this Homepage.
  • Download Transactions: Now, you can download credit card and bank transactions directly on your QuickBooks.

Intuit provides all the information related to your QuickBooks 2017. You can buy CD of QuickBooks 2017 from the store or you can download QuickBooks from website also. Intuit also provide all the update information. Whereas, there can be some of the issue or need of information, that you need. You can contact us through various channels. Visit our website and find out our support channels, which is always there to assist you.

We have already mentioned the steps that will help you in selecting the automatic and manual download and all required information.

Minimum System Requirements QuickBooks Pro Download and Update/Upgrade

Before that, you need to keep in mind minimum system requirements to avoid any obstruction while downloading or updating. Your software should be in-tune with your Operating System in order to avoid complications.


  • Operating System: Windows 10 (32 bit &64 bit), Update 1of Windows 8.1, Windows 7 (Service Pack 1)
  • Disk Space: recommended is 2.5 GB you may require some more space for company files
  • Processor: 4 GHz
  • RAM: 4 GB is minimum requirement and 8 GB is recommended
  • CD: DVD ROM drive 4x

Along with that, you need to have a stable internet connection to stop any obstruction while performing the task. It is recommended that you register yourself properly and get yourself subscribed properly with QuickBooks.

QuickBooks Pro 2016 Download and Update/Upgrade:

QuickBooks 2016 PRO software is specifically designed with so many high-end features that guarantees its superiority over other software that helps the user to stand on top of game and you can manage your transactions very swiftly.

  • You can manage your Sales Report and Invoices.
  • You can easily access QuickBooks through cloud services so that the admin user and other users can receive updated report.

What are the Technical Specifications that you need to keep in mind before downloading or updating QuickBooks 2016.

Operating System:

  • Windows 8.1 (32/64 bits), Windows 7 and Windows Vista, Windows 2008 (Small Business Server), Windows Server 2003 (32/64-bits) Service Pack 2, Windows 2008 Service Pack 1, Windows Server R22012, Windows 2011 (Small Business Server)
  • Processor Speed – minimum 2.4 GHz
  • RAM – recommended is 4 GB
  • Hard Disk – empty space of 2.5 GB

Salient Features of QuickBooks Pro 2016

QuickBooks Pro 2016 came up with some of the highly advanced features. These features always ensured to make our handling with the software become easy and user-friendly. Here are some of the impeccable features loaded in this version of QuickBooks:

  • Now, you easily manage and track all the incurred bills and data in just one platform. Furthermore, you can keep check on all the inflow and outflow of your money along with all head to toe details on what you have to payand what people owe you.
  • Now, you can keep check on the money of all the products and services which are sold instantly. You can send the invoices along with the link and then you can make payment via transferring through banks or online payment through credit/debit card via QuickBooks Pro Upgrade.
  • You can keep check on all your business reminders from single screen user to by organizing it with QuickBooks Pro 2016.
  • Now, you have a benefit that you can run a fiscal report from later year to the previous month.

QuickBooks Pro 2011 r14 Download and Update

Intuit had launched the QuickBooks 2011 R14 update. This is a US version of QuickBooks. It is, now, available in manual update on the support website of Intuit. It is not available in automatic update.

Here’s what you should know about QuickBooks Pro 2011 r14

  • Then, with this new and improved version of QuickBooks Pro 2011 r14, it would no longer display “Exception thrown in destructor” error message whenever you try to set up any online banking accounts.
  • If you try to Install this version after QuickBooks 2014 installation on the same computer. It will no longer cause instability to any of the program.”
  • Then, Attached Documents of Access points for QuickBooks are removed. This particular service is now removed for 2011 users in May
  • Duplicate text would not be added to invoices that are sent via e-mail using Intuit Payment Network.
  • The issue is not fixed that stopped QuickBooks from exporting payroll reports completely to Excel if any error is found in any of the cell.
  • Sync Manager is now updated to latest current version.

There are various other changes you should keep in mind about:

  • QuickBooks freezing or hanging issue is then fixed if you are using Internet Explorer 9 when QuickBooks tries to open any of the web page internally.
  • No incorrect properties will now be seen for Medicare once you export payroll reports to Excel.

Intuit provide services and information of current available version of QuickBooks Pro and two chronologically previous versions of QuickBooks pro, I.e. QuickBooks 2017 and QuickBooks 2016. Thus if you are looking for help and want to do QuickBooks pro upgrade to the latest version then get the technical support from us.

Contact Us:

You can contact us through various channels. We have made our services available to you through our Website, visit our website and you will get anytime solution and information related to any of the topic on QuickBooks. Our QuickBooks Live Chat Support feature is also flashing on our website.

Avail yourself of that facility of ours and get instant resolutions of errors and information on QuickBooks. You can also connect with QuickBooks support through our Toll-Free Numberand get all your issues resolved on call. We also provide our services through E-mail. E-mailus with what problem you are facing or if you are seeking for any information and our team will revert you all possible information.

Reach for anything related to QuickBooks pro:

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Sours: https://www.askforaccounting.com/quickbooks-pro-upgrade/
Upgrade to the Latest Version of QuickBooks Desktop Canada

Convert QuickBooks File To An Older Version

Downgrade QuickBooks Company & Data File

Converting QuickBooks Data File To Old Version Edition

Although upgrading a QuickBooks company file is as easy as pie, downgrading it can be a real headache. QuickBooks has an internal feature to upgrade any company file that the user may try to open with it; however once the file is upgraded, it cannot be downgraded using the same software. This is why, our experts highly recommend that you store a backup copy of your old company files, so that you may not have to face such issues again. Moreover get in touch with QuickBooks Support Numberfor any help Dial now toll free +1-866-497-0057.

In this article, you’ll find detailed information on how to convert a QuickBooks file to an older version.

Convert QuickBooks Company File To Old Edition QB

Data Conversion for QuickBooks
Once you’ve opened a company file using a particular version of QuickBooks, you cannot open it using an older version. For instance, a QuickBooks 2017 company file can be accessed by the 2018 version but not by the 2016 version. However, if you created a backup of the company file before upgrading it, you can import previous accounting data into the older version of this software.

You can also rely on third party service providers to get your company file downgraded. We can do the same by manually going through the data and making sure that everything is moved successfully to a downgraded company file. QuickBooks POS Support team will help you if you want to downgrade QBPOS Software .

Restore Backup of Company File in QuickBooks Desktop

A backup company file can be used to restore accounting data to the present company file. The backup file is usually compressed and much smaller in size than the original company file. QuickBooks takes the backup file (.qbb) and converts it into the company file (.qbw).

Note: Move the backup copy of the company file to the local hard drive otherwise QuickBooks will throw an error.

To restore data from a backup file, follow the steps provided below:

  1. Go to the File menu and click on Open or Restore Company.
  2. Choose Restore a Backup Copy. Hit Next.
  3. Click on Local Backup and then Next.
  4. Click on Browse, and select the backup file.
  5. Click on Browse, and select a folder in which you want to store the new company file.
  6. Review the preferences, and click on Save.

Know all about QuickBooks Tool Hub and how this tool helps the user to fix data issues and damages .
If you don’t remember the admin password for the backup file, you’ll have to rest it using a free tool provided by Intuit. If you’ve lost all credentials related to the company file of which you created the backup, then you won’t be able to restore your accounting data using the backup file.

You can also resolve employee payroll data using the backup file. However, many users have encountered errors while doing so. If all your payroll data isn’t restored, you can enter it manually into QuickBooks.

Follow the instruction if you want to Convert Old QuickBooks Company File To Latest Edition during the process of an upgrade.

Downgrade QuickBooks Subscription Plan

Although you cannot move to an older version of QuickBooks, you can at least downgrade to a less expensive version if you have purchased the subscription. However, there are many features that you won’t be able to access after downgrading your subscription plan. This is why some of the data stored using advanced features isn’t included in the downgraded version of the company file.

Features that you must consider before downgrading your subscription plan are provided below:

  • Integration with other tools and accounting features
  • Discounts offered with Subscription
  • Inventory Tracking
  • Payroll Integration
  • Multi-currency support
  • User and security support

If having issues while working on QB desktop edition then follow he steps mentioned by IsOpenToday team for QuickBooks Desktop To QuickBooks Online Conversion .

These features may seem minuscule at first but can throw your entire company file off balance. We recommend that if you rely on any of these features and need to continue using them in the future, then don’t change the subscription plan. We have described some of these important features in details below:

When User Need To Downgrade QuickBooks Desktop Software ?

Integration with Third Party Applications
Downgrading your plan may interfere with the functionalities of integrated applications. You can find a list of integrated applications through the “My Apps” tab in QuickBooks. These integrated applications provide additional features which QuickBooks lacks from within the accounting software.
Multi-Currency Support
If you use multiple currencies while recording transactions, then downgrading your plan may remove this feature from your accounting software. Basic plans of QuickBooks desktop and online don’t provide support for multiple currencies.
Inventory Tracking
Do you use QuickBooks to track inventory? If yes, then downgrading may not be possible for you. If you’re switching to a plan which doesn’t support inventory tracking, then deactivate inventory items before downgrading.

Process For QuickBooks File Conversion To Older QB Version

If you want to downgrade your QuickBooks subscription, follow the steps provided below:

  1. From Settings, click on Accounts and Settings.
  2. Ensure that your payment information is up do date by selecting Billing & Subscription.
  3. Click on Downgrade. Select the New Plan.
  4. Review the features that you’ll lose by downgrading. Follow on-screen instructions.
  5. Click on Change Plan.

You’ve successfully downgraded your version of QuickBooks. All your data can now be accessed from a downgraded version of QuickBooks. To upgrade or make any changes to your subscription plan, you’ll have to wait at least 24 hours.

Help Downgrade QuickBooks Company File Failed

Downgrading QuickBooks also removes a lot of support features. For instance, simple start users are provided support for two accounting firms and one billable user; however advanced users are provided the same for 3 firms and 25 billable users.The lack of user support can be very frustrating, especially while you’re trying to downgrade to an older version of QuickBooks. If you need any help with the process, you can get in touch with our experts at +1-866-497-0057 (Toll Free.)

Sours: https://www.isopentoday.com/convert-quickbooks-file-to-an-older-version/

To upgrade 2017 2015 quickbooks

Upgrade QuickBooks 2015 to 2018

If you are using any older version of the program be it QuickBooks 2013, 2014 or 2015, then you will be on an immediate need to “upgrade QuickBooks 2015 to 2018“. Do this at your earliest otherwise your data may face a greater risk. QuickBooks 2018 is well furnished with new highlights and there has been a lot of improvements done over the older versions of the program. Aside from various little changes, there is one little feature upgrade that really stands out among others and that includes QuickBooks ‘Request Fulfillment feature’. This cool little advancement you can find under inventory highlights and is changing the way you track your inventory and order fulfillment.

User Navigation

News from Intuit: Upgrade QuickBooks 2015 to 2018

QuickBooks has recently made an announcement that they will be retiring any previous version of QuickBooks and bringing QuickBooks 2018 into effect. QuickBooks 2015 will be expired on May 31, 2018, and any support will not be accepted by intuit. Thus if your financial data is still on the older version of your accounting program then you need to act fast.

QuickBooks is not a standalone program but they are very industry specific and to cater the needs of every industry they have come up with various versions. This means that if you are using QuickBooks Desktop, pro, premier, enterprise or POS earlier than 2015 then you are required to upgrade QuickBooks 2015 to 2018.

This means that if you are using any of the below given programs then upgrade is mandatory. If this is not done then your functioning with the software will be a lot difficult.

  • Upgrade QuickBooks Desktop 2015 to 2018.
  • Upgrade QuickBooks pro 2015 to 2018.
  • Upgrade QuickBooks premier 2015 to 2018.
  • Upgrade QuickBooks Enterprise 2015 to 2018.
  • Upgrade QuickBooks POS 2015 to 2018.

How to Upgrade QuickBooks 2015 to 2018:

Upgrade QuickBooks

Before stepping ahead and do the upgrade or QuickBooks update yourself, please bear in mind that it is not easy. It is not like a click of a button thing that you will press and the upgrade will start to happen in your system.

Total Time:35 minutes

Step 1:

🔹 You should have admin access to get your software upgraded

Step 2:

Step 3:

🔹 Click on the Help menu

Step 4:

🔹 Select Upgrade QuickBooks

Step 5:

🔹 Select the Version to which you want to upgrade the software.

Step 6:

Step 7:

🔹 Choose ‘Reset Update’. Then select Get Updates button.

Step 8:

🔹 Wait for the files to download. Click on Install Now.

Step 9:

🔹 Once the program is installed, launch the new version of QuickBooks.

Do not, I repeat do not ever upgrade your QuickBooks program over a network. The reason we say so is that this will make your company file conversion highly unstable. In the worst scenario, you may even end up damaging your company files.

Please make sure that you migrate every possible piece of your company file to the newer version and validate those files as well. The reason we stress this so much is because if anything left un-migrated then nothing will work, nor in QuickBooks newer version and nor on the previous version. If you go by this method then you will put yourself under a greater risk of losing your every piece of financial data. The reason we say this is because it involves a lot other intricacies that may not sound at all easy.

System Requirements to Upgrade QuickBooks 2015 to 2018 that need to be fulfilled:

The operating system needed:

  • Windows 10, Your system has to be a 64-bit system, if this is so then your system should work perfectly fine.
  • Windows 8.1 (Update 1) This will work fine if you are using 64-bit system without a network.
  • Windows 7 SP1
  • Windows Ser. 2016
  • Windows Ser. R2 for 2012
  • Windows Ser. SP1 for 2009
  • Windows Ser. R2 SP1 for 2008.

Hardware requirements:

Quickbooks 2018 system requirements

Since it is already said that QuickBooks is a little difficult to update and migrate if you do it all by yourself. Thus it is always suggested that you take the help from QuickBooks support professionals and get your QuickBooks update done all with ease.

Askforaccounting.com is a QuickBooks consultancy firm that is primarily focused on having easy QuickBooks update. Our professional’s proadvisor have years of experience in dealing with QuickBooks related issues. With QuickBooks Updates being our forte we have helped businesses using QuickBooks with successfully upgrading the software and we are proud to say that these very clients are still working with us, happily.

Sours: https://www.askforaccounting.com/upgrade-quickbooks-2015-2018/
Download QuickBooks Desktop 2017 for free 30 trial of Accountant Edition

QuickBooks 2018 To 2021 Upgrade

QuickBooks 2018 to QuickBooks 2021 Upgrade

Features like streamlined bank feeds, customer groups, automated statements, reminders and receipt management, and many others make QuickBooks 2021 worth your investment. With the release of this new version of QuickBooks, many users have decided to finally upgrade their accounting software. MyOnePro going to explore all process so you can learn how to upgrade QuickBooks 2018 to QuickBooks 2021.

Note: Since you’re upgrading from 2018 to 2021, we’re assuming that you purchased a one time QuickBooks license rather than a subscription for QuickBooks Desktop. However, we’ve still provided the steps for upgrading if you have a subscription of the same. After QuickBooks 2018 Discontinuation user should have to upgrade to the latest edition on urgent basis.

How To Upgrade From QuickBooks Pro,Premier, Enterprise 2018 To 2021 Verion

MyOnePro Explained all the process for QuickBooks U.S. 2021 Download, as well as QuickBooks Canada 2021 Download so you can use and follow the instruction for server and workstation.

Steps for Users who Purchased a One Time License
Users who purchased a single time license for QuickBooks Desktop 2018 should follow the steps provided in this section. Also, you will have to purchase a new license for the 2021 edition of this accounting software. Without a new license number, you won’t be able to activate the accounting software.

Process Upgrading QuickBooks Desktop 2018 To 2021 Edition

To Upgrade QuickBooks Desktop 2018 to QuickBooks 2021, follow the steps provided below:

  1. Go to the Help
  2. Click on Upgrade QuickBooks.
  3. Click on Upgrade now and Select the Version to which you want to upgrade your software.
  4. Select Upgrade Now.
  5. Mark ‘Keep old version on my computer’ if you’re planning to use the current version installed on your system.
  6. Click on Let’s Go.
  7. Once the installation files are downloaded, the upgrade process will begin. Install and Register the product.

QuickBooks has an inbuilt upgrade tool that can extract the activation details from the current edition of the software and use it to activate the new one. However, if the upgrade tool fails to activate your new version of QuickBooks, you’ll have to manually enter the product and license numbers.

If you can’t find your license and product numbers, follow the steps provided below:

  1. Log into your registered email ID.
  2. Find the Email from Intuit about product purchase.
  3. Copy the Product and License Numbers and use them to activate QuickBooks 2021.

Note: You need to purchase a new copy of QuickBooks 2021 if you purchased a one time license for QuickBooks 2018.
Steps for Users who Purchased a Subscription of QuickBooks Desktop
QuickBooks Desktop Subscription users are entitled to new versions of the accounting software. Once the software is upgraded, it is automatically activated because of the subscription service.

To upgrade QuickBooks 2018 to QuickBooks 2021, follow the steps provided below:

  1. Go to the Help
  2. Select Upgrade
  3. Click on Upgrade Now.
  4. Mark ‘Keep old version on my computer’ if you wish to use the current version even after the upgrade.
  5. Click on Let’s Go.
  6. Once the upgrade is finished, click on Open QuickBooks.

Upgrading the software can take considerable time. The time will increase if you have a slow internet connection. Users can also download the setup for the latest version of QuickBooks 2021 and install it to upgrade the accounting software. However, your preferences won’t be imported in the new version.

Some users have reported that they don’t receive any prompts for upgrading the software. To enable such prompts, follow the steps provided below:

  1. From the Edit menu, click on Preferences.
  2. Go to the General tab and click on My Preferences.
  3. Mark the ‘Bring back all one time messages’
  4. Click on Ok.
  5. Relaunch

Now you’ll receive all the prompts related to new updates and upgrades made available by Intuit.

Convert QuickBooks 2018 Company File To QuickBooks 2021 Company File

Once you’ve upgraded the accounting software, you need to upgrade QuickBooks 2018 data to QuickBooks 2021 Data. This may sound complex, but luckily, Intuit has simplified the process for its users. You can do easily with QuickBooks Rebuild Data and verify tool .
Verify and Rebuild
It is always a good idea to run the rebuild tool to ensure that there are no errors in your company file and data. When upgrading the company file, this becomes essential.

To verify data in your company file, follow the steps provided below:

  1. From the File menu, click on Utilities.
  2. Select Verify Data.

If getting any issue you can check QuickBooks Company File Error troubleshooting guide .

Once the data is verified, you’ll receive messages on the basis of issues find. Here are the three messages with which you’ll be prompted:

  • ‘QuickBooks detected no problems with your data’
  • A Specific Error Message: In this case, you’ll have to resolve the QuickBooks Error.
  • ‘Your data has lost integrity’: You need to rebuild the data to resolve the issue.

To rebuild a company file, follow the steps provided below:

  1. From the Files menu, select Utilities.
  2. Click on Rebuild Data.
  3. In the prompt for backing up company data, Hit Ok.
    1. Click on Browse and select the location to which you want to save the backup file.
    2. Enter a File Name for the backup file.
    3. Click on Save.
  4. Once you get the confirmation message that Rebuild has Completed, click on Ok.

You can verify the data once more to check for any additional errors. Also, you need to create a backup of QuickBooks company file before running the rebuild tool. The rebuild tool deletes transactions and then records them again. In this process, if anything goes wrong, you’ll have the option to revert back to a previous version of the company file and restore the accounting data.

Upgrade QuickBooks Company File To 2021

Before you begin, log all users out of the company file. In this process, you simply need to open up the company file in the new version of QuickBooks. This will automatically upgrade the company file. You don’t have to download any additional software to complete this action.

To upgrade QuickBooks company file from 2018 to 2021, follow the steps provided below:

  1. Launch QuickBooks 2021.
  2. Click on Open or Restore Company File. Same option is available through the file menu.
  3. Click on Open a Company File. Hit Next.
  4. Browse and select the company file which you wish to upgrade.
  5. Click on Open.
  6. Sign into the Company File.
  7. Click on Update Now.
  8. Hit Done.

We recommend that you create a backup of your company file before upgrading it. Once a company file is upgraded, it cannot be downgraded. This can present problems for some users who still wish to use an older version of the software.

QuickBooks 2018 Discontinued

The most important reason to upgrade QuickBooks 2018 to 2021 is that Intuit will discontinue services for QuickBooks 2018. What this means is that QuickBooks 2018 users will no longer receive important security updates and will not be able to access add-on services including Payroll live after May 31, 2021.

Although security updates may not be important for some users, access to add-on services may be vital. If you use any add-on service provided by Intuit for QuickBooks, then you should consider upgrading to the latest version of the accounting software.

To know more, you can get in touch with our experts at +1.800.301.4813 (Toll Free.)

FAQs – QB 2018 To 2021 Transfer, Migration

Will I be able to use QuickBooks 2018 after it is discontinued by Intuit?

Yes. You’ll be able to use the software on your system. However, you’ll not receive important security updates from Intuit. Also, add-ons provided by Intuit won’t work with the software. If you want security updates and integration with add-ons provided by Intuit, then you should upgrade to QuickBooks 2021.

Is it necessary to create a backup copy of the company file?

If you’re rebuilding the data in the company file, then you’ll have to backup the company file. However, if you skip this step, then you don’t necessarily need to create a backup. Still, we highly recommend that you create a backup before upgrading the company file.

Should I update or upgrade QuickBooks 2018?

That will depend on your choice. If you want the latest version of QuickBooks, then you should upgrade the software. However, if you want to continue using QuickBooks 2018, then you should only install the updates provided by Intuit.

QuickBooks Accountant 2018 To 2021 Upgrade

QuickBooks Enterprise 2018 To 2021 Upgrade

QuickBooks MAC 2018 To 2021 Upgrade

QuickBooks NonProfit 2018 To 2021 Upgrade

QuickBooks Payroll 2018 To 2021 Upgrade

QuickBooks Premier 2018 To 2021 Upgrade

QuickBooks Pro 2018 To 2021 Upgrade

QuickBooks Retail 2018 To 2021 Upgrade

QuickBooks Wholesale 2018 To 2021 Upgrade

Sours: https://www.myonepro.com/quickbooks-2018-to-2021-upgrade/

You will also be interested:

Each year Intuit releases various updates to QuickBooks products that can easily be downloaded from their official website.

Want to upgrade QuickBooks Enterprise or any other Desktop product to 2021? Don’t worry as here in this article, we will explain how to update QuickBooks to the latest version on both, Desktop and Mac. Even if you are using an older version like 2018, 2019, or 2020, just follow the steps mentioned here. Go through the article to understand the steps to update QuickBooks Desktop to the latest release 2021, and there are many more features and methods mentioned. For any suggestion or help contact our QuickBooks ProAdvisor toll-free: +1-818-295-3510

These updates are also called maintenance releases or patches that include all the changes from earlier updates. These updates improve QuickBook’s performance and also fix the known issues automatically. All updates are free for product releases.

Do not be confused with upgrades, as the upgrade adds significant new features or functions to the program and should only be purchased as a CD-ROM.

There are two ways to update QuickBooks Desktop to 2021 – either automatically or manually. In this article, we will explain both as well as how to check to see if you have the latest release. But first, let us learn why should you always update and upgrade your software to the latest releases and versions.

Why to update to latest Released Version of QuickBooks

Let us see what benefits you get by updating your QB to thelatest released version.

Advanced User Management Feature: Manage the user’s roles, and permissions according to your need, and can restrict the users to do a particular activity. QuickBooks also allows you for the operation payroll section for the selected employees, those who are from a group.

RFA Enhancement: Now you are allowed to send requests to QuickBooks for the second admin.

Bug Fixes: Fixed the data level permission issue in 3 situations:

  • When a QB user not able to create transactions for unpermitted customers from Batch Enter transactions because of the customer name typing.
  • When report filter for (>=1) or (=) shows incorrect.
  • When a vendor groups with a credit balance greater than 0, and showed incorrect results.

Tax 1099 NEC and MISC: Now QuickBooks support with the 1099 MISC, and 1099 NEC and to print, and E-Filing. Not only that, but also allows the third-party applications to use the software developer kit for the e-filing.

Improvements in Online Banking: Save the customization of columns, and create rules for both running money out transactions, and money in transactions. Assign a customer in QuickBooks, job to their expenses, in their banking transaction table.

Inventory Aging Report: The inventory aging report informs you of the value, quality, age, and acquisition of the stocks. By which you can make sure about the details of the stock product.

Steps to see if you have the latest release version

  1. Open QuickBooks Desktop.
  2. Press F2 (or Ctrl+1) to open the Product Information window.
  3. Check your current version and release.

Steps to Update your QuickBooks Desktop Enterprise, Pro & Premier

There are four methods to download the update from the internet and every method needs a good speed internet connection. All three methods are given below:

  • Automatic Update Method (default setting)
  • On-Demand (Immediate) Update Method
  • Release Download
  • Manual Update

Once the latest update is downloaded, QuickBooks automatically install all the important files to the desired location on your computer.

After downloading all the updates, QuickBooks automatically prompt notifications to install the update, the next time whenever you will restart your QuickBooks.

Sometimes you have to close your Quickbooks and then restart it again before the update will take effect. Remember this, you must install the update on each computer, If you use QuickBooks Pro or Premier in multi-user mode.

Automatic Update Method

With this process, QuickBooks Automatically checks the Intuit server for new updates. And it will download the updates when you are not using(working) your internet.

There is a default setting on QuickBooks, whether the software is running or not on your system, it will automatically download updates from the Intuit server. You can disable the automatic update option if you don’t want to update your software, otherwise, it continues to download updates automatically.

How to enable or disable the Automatic Update option:

How to enable or disable the Automatic Update option
  • From the Help menu, click on Update QuickBooks.
  • Now Click on the options tab In the Update QuickBooks window.
  • Select the option you want to choose. Yes to enable or No to disable the Automatic Update option.
    • Choose the update you want to receive and remove the updates from the update section that you don’t want to update If you want to enable the Automatic Update option.
    • But If you disabled the option then you will not receive any notification even if there is any update are available on the Intuit server. But from time to time, you will receive a message asking if you would like to use the Update Service. Note that This is only a reminder to inform you to check for updates, it and does not mean that an update is available.
  • Now Click on Save and then Close.

If the above method is not working and you still facing the problem with the automatic update. Apply the next process given below: “Immediate Update Method”. If you are still unable to download an update, then please contact our QuickBooks Support team to get immediate help.

Immediate Update Method

The best part of this method is, you can download the update from the Intuit server immediately on your computer. It doesn’t matter that your QuickBooks is running in your system or close. You can use this option at any time and immediately download the updates even if Automatic Update is enabled in your software. Remember that It is important to check for updates approximately once a month.

How to check for and install updates to QuickBooks

  • From the Help menu, click on Update QuickBooks.
  • Then click on the Update Now tab.
  • Now choose the updates you need to download and click on Get Updates. You can also check what is included in the update from the Updates column. Click on the Maintenance Releases link. Now you can see a page is displayed that have listed the changes/improvements in the update
  • Now close your QuickBooks. The next time when you will restart your software it will prompt you to install the update now or later. It depends on the version you have. When you see the message (prompt), click Install Now or Yes to install the update. After complete installation, restart your computer

Important: If you want to install Maintenance releases then close and reopen your QuickBooks. A prompt will comes on the screen then you have to click on install now. Remember that, Maintenance releases cannot be installed automatically.

Note: It is important to reinstall all the applicable updates in the order they are released. If you ever need to reinstall your QuickBooks.  If you did not do this then QuickBooks will not able to open company files.

Release Download

If you are facing a problem with the update feature or If you do not want to install updates using the update feature, you can download and install available updates.

It is strongly recommended that you must use the update feature to install QuickBooks Updates. Make sure to update all copies if you are using multiple copies of QuickBooks.  If you did not do this you may have faced some problem opening your company file or may be completely unable to open your company file.

Download Updates for Multi-User Mode in QuickBooks Pro and QuickBooks Premier

If you are using QuickBooks Pro or Premier in multi-user mode, you have to install the update on each computer you are using. You can connect all your systems to the Internet and download the updates and install or you can download the update on one computer on your network and share it.

To sharing the updates the users need must complete the given process:
  • Open the shared company file.
  • From the Help menu, click on Update QuickBooks.
  • Now go to the Options tab and click on it.
  • Set the Share Download option to Yes.
  • Click on the Save button.

After applying all these given steps, downloaded updates will be distributed to all computers. 

Note: QuickBooks Download updates to the location where your company files are located. After you turn on the Share option. Otherwise, it downloads updates to the directory or folder where the copy of QuickBooks is installed. Now Install new releases updates for your QuickBooks company file.

Never forget that once the company file has been updated, it may not be accessible using earlier releases of QuickBooks

How to upgrade new QuickBooks Desktop

  • Click on your new version of QuickBooks Desktop.
  • Go to the File menu, then select open or restore the company.
  • Click on Company file then Next.
  • Highlight your data file then select Open.

Note: if you Move Company File window appears, follow the instructions shown.

  • Read the data in the Update Company file for New version. Check the box to signify you understand, then Update Now.
  • Follow the instructions on how to make a backup of the files

Note: where you save your file.

  • Once you update your company file to open the newer version of QuickBooks … Do you want to continue? Appears, select Yes.

Steps For Manual Update

Follow the below if you want to do a manual update.

  • First, you need to download the latest version, and later quit all the company files and QuickBooks.
  • Now, go to the Windows Start menu and look for the QuickBooks Desktop, on QB Desktop give a right-click and choose the Run as administrator.
  • Now, on the No Company Open screen, click on the Help menu and click on the Update QuickBooks Desktop.
  • On the Options tab. Click on Mark All and later choose Save.
  • Next, click on the Update Now tab and click on the Reset Update checkbox.
  • Click on the Get Updates, when you are ready for the update.

Update QuickBooks Desktop for Mac

In-product update

  • Hover over the dropdown menu ▼ & click on select Check for QuickBooks Updates.
  • If you find a newer version, click install & update.
  • You might get an alert for Selecting install & relaunch.
  • After the update is finished, QuickBooks for Mac automatically launches.

Manual update

  • First of all you need to uninstall the older version & reinstall the newer verion.
  • To reintsall the latest version, Go to QuickBooks Product Updates.
  • Select the desktop version & download the installer file to your pc.
  • Double-click the downloaded .dmg file & drag the QuickBooks Desktop icon to the Applications folder to install.

That’s all in this article, hope you find it useful. For any technical help & support, dial our toll-free number +1-818-295-3510.

Sours: https://www.wizxpert.com/how-to-update-quickbooks/

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