Company File to a Newer Version in QuickBooks Desktop for Mac - PowerPoint PPT Presentation

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Company File to a Newer Version in QuickBooks Desktop for Mac

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QuickBooks is the best bookkeeping and accounting software available around the globe. Upgrading your QuickBooks for Mac Company Files to some new version sometimes can be highly useful. In spite of the benefits and features, an upgrade can make sure an uncomplicated and flawless procedure for your organization. – PowerPoint PPT presentation

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Title: Company File to a Newer Version in QuickBooks Desktop for Mac


1
Steps to Upgrade/Convert Your QuickBooks for Mac
Company files to a newer version
Upgrading or converting your QuickBooks for Mac
Company Files to some new version occasionally is
highly essential. Despite the unique benefits and
features, an upgrade can make sure a flawless and
uncomplicated procedure for your organization.
2
Upgrading your QuickBooks company file is a
simple task, and this presentation is created to
inform you of some basic things before you start
upgrading your QuickBooks. In this article today
we are going to explain you that how to
Upgrade/Convert QuickBooks for Mac Company Files
to a New Version. However, you can take expert
advice from the QuickBooks Supportteam.
Things to know before you start upgrading
QuickBooks company file
  • Make sure that you have your new version of
    QuickBooks Mac Desktop software installed before
    you begin upgrading your company file to enable
    it to work with the latest version.
  • In case you are the solitary user in your company
    file, then you are automatically an
    administrator. Else, you are required to sign in
    and continue with the upgrade.

Important Please note that in case you are not
an administrator and trying to update your QB
company file, you will find the message, The
Company file needs to be updated. You can ask
your QuickBooks administrator to update file.
Thus you are required to switch to Admin the user
and then retry.
  • Save QuickBooks Mac Desktop company file locally
    on the system you are accessing it from.

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  • It is not suggested to upgrade the file while
    saved on the network or a mapped drive as this
    can cause the conversion to be unstable and may
    risk the file of getting damaged.
  • Once you are done with the conversion of the file
    to the newer version, the older version of the
    QuickBooks will not be opened.

Nevertheless, the QuickBooks Mac Desktop
automatically creates back up of your data file
before upgrading it. If in case you are required
to use the older version of this you can restore
the backup with the old version of QuickBooks Mac
Desktop. If the conversion procedure gets
interrupted, you can easily restore the backup
with the new version of QuickBooks Mac desktop
start upgrade again.
Read Also What are the System Requirement for
QuickBooks for Mac 2019
How to Ensure a flawless Upgrade of your
QuickBooks Mac File
Below are some of the hacks which make sure of
having a flawless upgrade from the last version
of QuickBooks desktop to the new version
  • Rebuild your data and verify the same.
  • If the verification is not successful, make use
    of the QuickBooks log file to locate and resolve
    the errors.
  • After the upgrade is over, run data utility to
    make sure that the converted data file is in the
    perfect shape. Repeat step 2 if this fails.

4
Prepare Mac Company file for upgrade
  • See if there are any special characters in the
    company file name and change the name of the file
    if they are found.
  • Now, run the custom transaction detail report and
    enable memo column in that report and then change
    the date range to all.
  • Check for any memos which contain more than 50
    characters or any special characters.
  • If found, make sure to edit these transactions
    and shorten the memo or eliminate special
    characters.
  • Now run the rebuild utility and backup the data
    file when prompted and make sure not to overwrite
    any existing backups.
  • Close QuickBooks accounting software.

Steps to upgrade Your QuickBooks Mac Company file
  • Launch a newer version of QuickBooks Mac Desktop.
  • Select File and then Open Company.
  • Now browse your data file, choose your company
    file and then tap to open that.
  • Now read the information on upgrade dialog.
    Select upgrade to continue.
  • Log into the company file as an Administrator.

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  • Choose OK on following dialog that states the
    file has been upgraded.
  • Once the file gets upgrade
  1. Make sure to store the backup in a safe location
    until you are certain that will not need it
    again.
  2. In case you copied the data file from any other
    system to upgrade it, copy it again.
  3. In case you are unable to find your data file in
    its original location and if it is not in the
    particular folder, search your hard drive for .QB
    and you will be able to find all the QuickBooks
    company files.

We hope you shall be able to upgrade/convert your
QB accounting software for Mac Company file to a
newer version after reading this blog post. In
case you face any issue or need assistance with
your QuickBooks, you can reach us at 1 800 880
6389. Our QuickBooks for Mac technical
Support team is readily available 24/7 to help
you out in best possible manner.
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