Upgrade to QuickBooks Enterprise from Desktop Pro/Premier

If your business is growing and your accounting tasks are becoming more difficult to manage, QuickBooks Enterprise is your answer. QuickBooks Desktop Pro and Premier are excellent accounting software for businesses that do not require advanced features and scalability. Whereas, QuickBooks Enterprise caters to the requirements of large companies employing more than five users, and it specializes in addressing intricate inventory management demands. 

If you’re currently using QuickBooks Desktop Pro or Premier,  QuickBooks Enterprise is your go-to upgrade to keep up with growing business demands. In this article, we will discuss how to Upgrade to QuickBooks Enterprise from Desktop Pro or Premier.

It is advisable to make the move from QuickBooks Desktop Pro or Premier to QuickBooks Enterprise after hours or over the weekends to avoid any kind of interruption to your day-to-day business activity. 

Steps to Upgrade to QuickBooks Enterprise from Desktop Pro/Premier

Here are the steps provided to make your upgrade as smooth as possible. 

Step 1: Check the System Requirements for QuickBooks Desktop Enterprise

Make sure that your operating system, hardware, software, and other requirements are compatible with the QuickBooks Desktop 2024 to run it without any hindrance. 

1. Operating System

Below is the list of operating systems that QuickBooks Enterprise 2024 supports and the list of OS that Enterprise 2024 does not support: 

2. Database Server in Windows (Natively Installed)

3. Browser Requirements

4. Hardware and Operating System Requirements

5. Other Hardware Devices

Here are the devices you can use if you use the Warehouse Manager in QuickBooks Desktop mobile: 

1. Zebra TC20/TC25/TC51 Mobile Computer (Android 6.0 & above)
2. Zebra MC40 Mobile Computer (Android 6.0 & above)

The following hardware devices are also supported in QuickBooks Desktop Enterprise 24.0:

1. Honeywell Voyager 1602g Pocket Barcode Scanner
2. Socket Mobile CHS 7CI
3. Symbol CS3070

6. Software Compatibility

1. Microsoft Office

• Office 2021
• Office 2019
• Office 2016, which includes Outlook 2016, is available in both 32-bit and 64-bit versions.
• You can email estimates, invoices, and other forms using Microsoft Outlook versions from 2016 to 2021, Microsoft Outlook with Microsoft 365, Gmail, Yahoo Mail, Outlook.com, and other email clients that support SMTP.
• To create letters, you’ll need Microsoft Word versions from 2021, 2019, 2016, or Microsoft 365 (which includes the 64-bit version).

• For exporting reports, you’ll need Microsoft Excel versions from 2021, 2019, 2016, or Microsoft 365 (which includes the 64-bit version).
• If you want to synchronize contacts with Microsoft Outlook, you’ll need Outlook versions from 2021, 2019 (both 32-bit and 64-bit), or 2016.

2. TurboTax 2023 supports both Personal and Business versions.

3. Lacerte 2023.

4. Pro-Series for the tax year 2023.

5. Quicken versions from 2023 to 2016.

6. QuickBooks Desktop for Mac versions from 2024 to 2021.

7. Adobe Acrobat Reader 9.0 or later is needed for Business Planner, Payroll, and viewing forms.

8. For payroll and other online features, you’ll need Internet access with a minimum speed of 56 Kbps (1 Mbps is recommended).

7. Anti-Malware and Antivirus Software Compatibility

1. Antivirus Software

2. Anti-Malware Software

Step 2:  Install QuickBooks Desktop Enterprise in your System

1. Download the latest version of QuickBooks Desktop Enterprise
2. After installing it Install QuickBooks Desktop Enterprise

Step 3: Migrate your Data from Pro or Premier to Enterprise

3.1 Backup your Company File

1. Choose the “File” menu.
2. Then opt for “Create Backup.”
3. Pick a secure destination for your file, such as another computer or server.

3.2 Update your Company File

1. Access QuickBooks Desktop Enterprise.
2. Then, open your company file.
3. Enter the Administrator password when prompted, then click “OK.”
4. Acknowledge the prompt stating, “I understand that my company file will be updated to this new version of QuickBooks,” and proceed by selecting “Update Now.”
5. Confirm your decision by selecting “OK” to initiate the data backup process. Follow the on-screen instructions to complete the backup of your company file.
6. After your backup is completed, select “Yes” to update.

How to Fix Update Problems in QuickBooks Desktop Enterprise?

If you encounter any errors or difficulties during the update or backup process, try the steps given below: 

Fix QuickBooks Enterprise Errors

1. Go to the “File” menu, then select “Utilities.”
2.  Choose “Restore Backup For Earlier QuickBooks Version.”
3. Click the three dots (…) next to the “Backup filename” field.
4. Locate and select the QuickBooks backup file created during the update process, then click “Open.” (The backup file is typically saved in the same location as your other backup files.)
5. Click the three dots (…) next to the “Restored filename” field.
6. Choose the folder where you want to save the restored company file. It’s recommended to save it to your desktop for easy access.
7. To prevent overwriting any existing files, make sure to give the restored file a distinct name in the “File Name” field before clicking “Save.”
8. Finally, click “OK” to confirm and complete the restoration process.

Fix Errors in your Previous Version of QuickBooks

1. Access the “File” menu, then select “Open or Restore Company.” 
2. Select “Open a company file.”
3. Click on the restored file to open it.
4. Again, go to the “File” menu, then select “Utilities.”
5. Choose “Rebuild Data.” Follow the instructions displayed on the screen. 

6. Once the rebuild process is complete, close your previous version of QuickBooks.
7. In QuickBooks Enterprise, go to the “File” menu, then select “Open or Restore Company.”
8. Choose the recently rebuilt company file located on your desktop and select “OK.”

Step 4: Set Permission List

Configure Lists and User Permissions

When upgrading to QuickBooks Enterprise, your lists including vendors, items, customers, and others will seamlessly transfer. Unlike QuickBooks Pro and Premier, where there are limits on data storage (e.g., 14,500 names and list items combined), QuickBooks Enterprise doesn’t have such constraints.

Moreover, QuickBooks Enterprise offers the flexibility to adjust user permissions according to your preferences. With the ability to support up to 30 simultaneous users, you can efficiently manage access levels for each user within your organization.

Step 5: Activate QuickBooks

To activate QuickBooks Desktop, follow these steps:

1. Go to QuickBooks Desktop.
2. Then, select the “Help” menu.
3. Click on the “Activate QuickBooks Desktop.”
4. Follow the instructions on the screen to verify your information and complete the activation process.

A Brief Comparison of QuickBooks Pro, Premier, and Enterprise Editions

Conclusion

Upgrading to QuickBooks Enterprise benefits growing businesses with advanced features and scalability. As it meets the needs of larger companies with more complex requirements. The upgrade process involves installing QuickBooks Desktop Enterprise, migrating data, and setting permissions. 

It’s essential to ensure compatibility and back up your data before proceeding with the upgrade. Ultimately, the decision to upgrade to QuickBooks Enterprise ensures businesses can effectively manage their accounting tasks and stay ahead of their evolving needs in a rapidly changing business landscape.

In case you come across any error during the upgrade process please reach out to our QuickBooks Enterprise Support at the toll-free number +1-855-875-1223.

Frequently Asked Questions