Applies to: All version and editions of QuickBooks.
Prerequisites: None.
Here’s how to upgrade your older company file to work in a newer version of QuickBooks Desktop.
Step 1: Prep your company file
- Open your original version of QuickBooks. Then open the company file you want to upgrade.
You must open the company file as the Admin User and in Single-User Mode. - Complete a backup with Complete verification. This preps it for the upgrade.
Select File, Back Up Company > Create Local Backup - On the next screen, you will select 'Options' to select a location for the backup.
- On this window, select Browse to select a folder to store the backup. Ensure Complete verification is selected, and click OK to proceed.
Ignore any messages about remote computer or machine - Select Finish to start the backup.
- The backup process with verify the data in you company file.
- Once completed, you will see a message confirming the backup is complete.
- Once the backup is complete, select File > then Exit QuickBooks.
Step 2: Upgrade your company file
- Make sure all users are logged out of your company file.
- Open your new version of QuickBooks Desktop.
- Select Open or Restore Company. You can also go to the File menu and select Open or Restore Company.
- Browse to the location of your company file. Select it and then select Open.
- Sign in to your company file as an Admin user.
- Select Update Now to start the upgrade.
- When QuickBooks is finished, select Done.
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