How to Transfer a QuickBooks File from an Older to a Newer Version? - PowerPoint PPT Presentation

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How to Transfer a QuickBooks File from an Older to a Newer Version?

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QuickBooks is accounting software for small Business and medium Sized Business. You are using QuickBooks old version for many years. But now you need to transfer a QuickBooks File from an older to a Newer Version. You bought a brand new version of QuickBooks, and you are about to install it on your PC. However you are a little worried about to transfer your data from the old version to your new version. No worries. It should be automatic (but see caveats below). First off, you install then register your new version of QuickBooks. After that you click on Open Existing Company. Navigate to your company file and open it. QuickBooks will see that your company file exists in an earlier version and needs updating. (OR) Install and Register Your new Version of QuickBooks Click on Open Existing Company Navigate to your Company file Open it – PowerPoint PPT presentation

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Title: How to Transfer a QuickBooks File from an Older to a Newer Version?


1
How to Transfer a QuickBooks File from an Older
to a Newer Version?
2
  • QuickBooks is accounting software for small
    Business and medium Sized Business. You are using
    QuickBooks old version for many years. But now
    you need to transfer a QuickBooks File from an
    older to a Newer Version.

3
(No Transcript)
4
  • You bought a brand new version of QuickBooks,
    and you are about to install it on
    your PC. However you are a little worried about
    to transfer your data from the old version to
    your new version.
  • No worries. It should be automatic (but see
    caveats below).

5
  • First off, you install then register your new
    version of QuickBooks. After that you click on
    Open Existing Company. Navigate to your company
    file and open it. QuickBooks will see that your
    company file exists in an earlier version and
    needs updating.

6
  • Install and Register Your new Version of
    QuickBooks
  • Click on Open Existing Company
  • Navigate to your Company file
  • Open it

7
Open Company File
8
  • QuickBooks will see that your company file
    exists in an earlier version and needs updating.
  • It will ask you. Are you sure? You want to
    upgrade your file to the new version. The process
    is irreversible, so QuickBooks gets your
    confirmation before proceeding.

9
  • Once you ensure, QuickBooks will update your
    company file to your new version. It would take a
    couple of minutes if your file is a large one.
  • Thats it! Your company file has been revised to
    work with your new version of QuickBooks

10
  • Make sure that you simply create a backup of
    your Data before opening it the new
    version. Probably the simplest way to do that is
    to do so in your old version of QuickBooks in
    your old version of QuickBooks, before you
    install the new version. Simply to make things
    perfectly clear, include in the name of your
    backup file one thing like Pre-converted.

11
  • If theres some data corruption in your file, it
    may fail the process of being converted to
    the new version. Data repair may be required.
  • If youre creating a jump of the many versions
    like (coming from QuickBooks 2014 to QuickBooks
    2017), the probabilities area greater that the
    file will have trouble converting.

12
  • To large files, be patient with the process. It
    might seem as though QuickBooks is freezing
    up, however it would be simply thinking concernin
    g it.

13
You have any problems in QuickBooks. You can
share with our QuickBooks Support Team. Our
Expert will assist you regarding QuickBooks. Our
Helpline Number (800) 961-6651 (OR)You can
visit our website for QuickBooks Customer Support.
14
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