Learn more about company file compatibility to avoid issues and errors when you upgrade QuickBooks Desktop.
Before you begin, let's define terms in the QuickBooks language:
|Product||Either QuickBooks Desktop Pro, Premier, or Enterprise Solutions (ES).|
|Version||Designated by a year within the product. E.g. QuickBooks Desktop Pro 2018 is a different version from QuickBooks Desktop Pro 2019.|
|Edition||Differentiation within Premier or Enterprise Solutions for different business types:|
Company file limitations when upgrading to another product, version, or edition
If you're planning to use a different QuickBooks Desktop product, version, or edition, it is important to know about company file limitations when upgrading.
- To avoid overwriting files, create a different folder labelled Pre-Conversion Backup.
- If you transfer company files between different locations and systems or computers, make sure they are running the same QuickBooks Desktop version and release.
- If you decide to use your previous QuickBooks version, you will need to manually re-enter the transactions you have entered in the upgraded or converted file in the old backup file. Since you can’t export transactions or merge company files in QuickBooks Desktop, you can use a different application as an alternative solution.
- If you install your new version of QuickBooks Desktop on top of the old version, you need to reinstall the old version on a different folder to restore the pre-conversion or old backup.
To know more about upgrading company files, see Upgrade or convert your company file to a new QuickBooks Desktop version.