how to upgrade quickbooks pro 2015 to 2018

How to upgrade quickbooks pro 2015 to 2018 trial#
How to upgrade quickbooks pro 2015 to 2018 windows#

Note: You may only have the option to import list and balances if your company file is too large to import.

Pick the online company you want to import your data into.

Enter your QuickBooks Online login info, agree to the Terms of Service, and click Submit.

If you don’t see this screen, attempt Step 2 one more time.

The screen below should automatically come up.

Click OK to close the Product information window.

Once opened, press Ctrl+b followed by Ctrl+q.

Press Ctrl+1 to open the Product Information window.

Open QuickBooks Enterprise Solutions to the Home screen.

You are also now working off your local copy, instead of the server. That way, if anything goes wrong your original file is untouched. Restore the backup to create a second copy, and work off of this second copy.

Make a backup of your Enterprise file onto your local computer.

When You’re Ready to Convert QuickBooks Enterprise to Pro or Premier: In all other cases however, you should strongly consider if QuickBooks online is right for your business by looking at Intuit’s import limitations above and testing out needed features first through a test drive. In some cases you may have found yourself in Enterprise on accident, or only using the bare essentials, in which case moving will likely not be a problem. Intuit does not officially support moving data from QuickBooks Enterprise to QuickBooks online and data loss may occur.Īs an Enterprise user, you have access to many advanced features not available in QuickBooks or QuickBooks online. Important notice for QuickBooks Enterprise users:

To understand key differences and unsupported features prior to moving, see What’s not imported when you move from desktop to online.

If you receive any errors regarding the file you’re importing, see Errors Importing to QuickBooks Online.

You must use Internet Explorer in Windows.

You must be logged in as the Admin user in your Desktop file.

You must be an Administrator level user on your Quickbooks Online account.

You can only import QuickBooks Desktop data within the first 60 days of your QuickBooks Online company start date. If imported, your QuickBooks Desktop file will also replace your entire QuickBooks Online file and overwrite any existing information.

How to upgrade quickbooks pro 2015 to 2018 trial#

You will need to create a QuickBooks Online free trial account at.

How to upgrade quickbooks pro 2015 to 2018 windows#

To trim it down, see Trimming your QuickBooks Windows file for import.

Your QuickBooks file must be under 350,000 targets (file size does not matter).

Need more training for QuickBooks? Join our fantastic, fun community! Here are the instructions provided by Intuit : Importing QBES into QBO Before you get started: Two referrals are given at the end of this article.Īnd lastly, don’t forget to check out all of my QuickBooks training classes and consider joining our fun and quirky QuickBooks community by clicking below! If you want help, there are conversion services available who can safely do it for you.

It involves importing your QBES data into QBO, and then exporting it back out to a Desktop version (QBDT) of your choice. I just learned a slick, creative way of using QuickBooks Online (QBO) as a pass-through conversion tool, that can be used in simple circumstances. QBES doesn’t have any way of converting to Pro or Premier. It may be time to convert QuickBooks Enterprise to Premier or Pro. Have you been running QuickBooks Enterprise, and recently discovered that it’s overkill for your needs? If you’re only using the basic functions, you may only need QuickBooks Premier or even Pro. With the new QuickBooks Enterprise (QBES) subscription model, it may have become too expensive to just keep going that way, since it costs at least $85/month. Convert QuickBooks Enterprise to Pro or Premier