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Talk to Support 1.
 
 

Download QuickBooks Desktop (Pro, Pro Plus, Premier, Mac & Enterprise).

They are using QB desktop pro. From what I understand their needs are pretty simple and this version has met all their needs, so they haven’t upgraded it to a newer version. For this year, they will need to generate NEC’s for all their agents. The bookkeeper has always generated the ‘s from QB in the past but she’s under the impression that this new form isn’t available in our older version of QB. She doesn’t do payroll through QB, and I don’t think our version supports payroll – but she’s always been able to generate the s each January.

These are the QuickBooks , , , and For more details, please check these links:. Since you’re using an outdated QuickBooks, you’ll need to install the trial version and convert the file from there. In addition, please note that there are limitations when you move from QuickBooks Desktop to the online version. Run a profit and loss report from both versions to make sure the conversion is successful. Since you’re using an. Install the trial version right over QB? Or would it be better to install the trial version on another PC and import the data in for conversion?

I’m hoping the bookkeeper wont have a steep learning curve from QB Thanks for your help so far! OK, I just want to clarify – install the trial version right over QB? Or does it install in parallel? Or would it be better to install the trial version on a separate PC? I hope the bookkeeper wont have too steep of a learning curve! I want to share some more insights about this concern, paulgraz ,. Installing the trial version to the same PC that has might cause issues.

This is because, outdated versions of QuickBooks has different system requirements than the newer editions. Parallel installments work well with accountant versions but not for standalone. It is safe to use a different PC to avoid any data loss or compatibility issues. If you have a back up copy for you QuickBooks version, you can upgrade it to an edition that is 3 years higher. For example, you can restore a back up to a version. You cannot skip this process and jump directly to the newest versions, it has to be done in hierarchy.

Then from to the trial version so you can export the desktop data into QuickBooks Online. For the steps to restore the file and how to move your company to QBO, use these listed on this articles:. If you need help with the file transition and assist you with the upgrade, please get in touch with our Support Team. To get a representative, follow the steps below:. Refer to this article to learn more about our contact options and support availability: Contact QuickBooks Desktop support.

Post here again if you need further clarification about the process. I’ll be right here to help you with your data or any other QuickBooks related tasks. Have a nice day! I appreciate your quick response, paulgraz.

I want to make sure this is taken care of, and I’d like to redirect you to the best support group available to get this address right away. Since we don’t have the option to download the trial version, I suggest reaching out to our QuickBooks Support Team. This way, they can help upgrade your version of QuickBooks Desktop to the latest version.

Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success. Thanks to all of you for the help so far. Then we followed the steps to export it all to QBO. So far it all seems to be OK. I did a quick search and saw a post that mentioned the need for a 3rd party app??? Can anyone shed any light on how we proceed from here? You’re on the right track, you can integrate one of our third-party apps to accomplish this.

Let me show you how. Additionally, I’ve got you this helpful article for guidance in preparation for the tax season: QuickBooks Online Year-end Checklist. If there’s anything else that I can help you with, please let me know by leaving any comments below. I’ll be here to lend a hand. I want to thank everyone who responded and helped me through this. But it’s become clear that moving to QBO is just too costly and difficult.

The advantages of having a cloud based solution just do not outweigh the disadvantages and extra expense. We’ll be updating our QB desktop instead. I have to say that I am very surprised that you would build a platform that’s not compatible with the IIF format that Intuit created and that so many people use.

Having to pay for a third party app to import an Intuit format file into an Intuit product just seems very strange. In a year when these small businesses are struggling financially, this is not the time to increase their expenses.

Perhaps in the future we’ll reconsider this, but at this time, it just doesn’t make sense for us. Hello paulgraz , I am so glad that you received so much love and support here in the Community about upgrading your QuickBooks Desktop. I understand how hard it is right now, with the current state of the world, to have to pay for add-ons and extras to get to your end goal.

I hope you have a wonderful rest of your day, and please don’t hesitate to reach back out if you need anything else :. By clicking “Continue”, you will leave the community and be taken to that site instead.

Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. What’s the migration from desktop to online look like?

I’m assuming we just backup and import? Thanks in advance! Labels: QuickBooks Desktop. Reply Join the conversation. QuickBooks Team. Select Start your export , then sign in as an admin to your QuickBooks Online company. Click the Choose online company dropdown, and choose the account you want to be replaced by your company file.

Tap Continue. Select Yes, go ahead and replace the data , then select Replace. I’m here to help you if you have additional questions. Keep your posts coming. For the steps to restore the file and how to move your company to QBO, use these listed on this articles: Restore a backup of your company file Move your QuickBooks Desktop file to QuickBooks Online If you need help with the file transition and assist you with the upgrade, please get in touch with our Support Team.

To get a representative, follow the steps below: Open QuickBooks and click the Help menu. Select QuickBooks Desktop Help. On the pop-up screen select Contact us. Click the Search for Something else button then type your concern in the Ask us anything box. Hit Search then scroll down to get your contact options. Refer to this article to learn more about our contact options and support availability: Contact QuickBooks Desktop support Post here again if you need further clarification about the process.

So is it possible to download a trial version? All I see is the trial. Create and file s using QuickBooks Online. Thanks again for your support. Go to Apps. Select the app you wish to integrate. Click Get app now.

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Here are some of the most encountered QB error codes that enlisted below: QuickBooks Error code : This error 20115 mostly encountered when users are attempting to open their company file. It also allows you to focus on your priorities and gives you early warning on feasible issues. The income tracker has a new “Time quidkbooks expenses” feature to add timely bill details in the money bar. The new and in-built Advanced Reporting feature creates more customized reports and gives quick insights into your business health. If you are doing this yourself, just use the setup questions and the software will help you set up the right accounts. As I said, I have been using Quickbooks for some time. Download QuickBooks Desktop Enterprise This QuickBooks version is designed quickbooks 2015 pro desktop small or medium-sized businesses accounting that lets users to track receipts by jobs and use customizable adobe audition number free download quickbooks 2015 pro desktop to view expenses by desktpo.