upgrade from desktop 2021

Why do you have to upgrade to QBD 2024? Do you need to run any add-ons after May? e.g QB Payroll, QB Payment

2021 edition is ending in the end of the month and I want to learn about options, particularly online services.

What online service do you need?

Thanks for getting in touch with the Community, ConA. 

You are correct that QuickBooks Desktop (QBDT) 2021, including QuickBooks Pro, QuickBooks Desktop Premier, QuickBooks Desktop for Mac, and QuickBooks Enterprise Solutions v21, will be discontinued on May 31, 2024.

After this date, its online services, such as Payroll, Online Banking, Merchant Services, and add-ons, will no longer provide live technical support in case of issues.

If you rely on these services, I recommend considering upgrading your current QuickBooks version to access new features, improved security, better software integration, and ongoing support.

In the event you choose to upgrade your QuickBooks version, please know that you'll need a new license as QBDT has reverted to a subscription-based model.

To upgrade, here's how: 

1. Purchase your new version, then visit our QuickBooks Desktop Manager download page.
2. Click Download to download a copy of QuickBooks Desktop Manager. If your computer prompts you, hit Run.
3. Be sure to read the QuickBooks License Agreement.
4. When you're ready, press Let's get started.
5. Enter your license number and click Search. In the event you don't have a license, specify your email address.
6. Intuit will email you a one-time PIN.
7. Choose an email address and hit Continue.
8. Enter the one-time PIN, then press Submit.
9. Find which version of QuickBooks you want and select its Install option.

You can also find a step-by-step video guide in our How to upgrade your QuickBooks software article.

Moreover, since you are particularly searching for online services, you can consider switching to QuickBooks Online (QBO) for greater flexibility and collaboration.

With QBO, you can access your data anytime, anywhere, sync bank transactions, pay bills, and more. For a full list of subscription features, you can refer to this article: QuickBooks Online pricing page.

You can find more details on how to switch to QBO by going to this article: Move your QuickBooks Desktop file to QuickBooks Online 

If you decide to go with QBO, you can follow our Getting Started article for detailed steps on using the platform.

Also, you can apply for a payments account if you choose to. If your application is approved, you'll be able to process card and ACH transactions through QuickBooks products.

We'll be here in the Community if you have further questions about upgrades and subscriptions in QBDT. We'll do our best to assist. Keep safe. 

Thank you. So, an appointment with your sales person is not necessary? 

Lack of service today is very concerning...

Let me add information about scheduling an appointment with our salesperson when upgrading your desktop version or transitioning to QuickBooks Online (QBO) services, @ConA.

Please know that it's not required to schedule an appointment with our salesperson, but you can do so if you would like step-by-step guidance. This will allow you to be guided through the process of upgrading your desktop version. To connect with the sales department, you can direct them through the contact number provided at the top part of this page: Talk to sales.

Additionally, if you are considering switching to our QBO services, our representatives will also help you through the plans that best fit your business. To determine if QBO is right for you, you may want to utilize our free 30-day trial. However, if you wish to get in touch with our QBO Support Team for further assistance, you can reach them through this article: QuickBooks Online Support.

Furthermore, this guide can also help you to know what to do when migrating to QBO: Move your QuickBooks Desktop file to QBO.

We're glad to assist you if you require additional assistance with upgrading the desktop version or switching to QBO. Take care.