cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 4

Prep for an upgrade to QBDT Premier - Contractor Edition

My client is currently running QBDT Pro 2019.  The books are completed through 2017, but have not been closed.  We are still working on 2018 and 2019.  He is a General Contractor.

 

We have recently purchased QBDT Premier - Contractor Edition (2021)

 

What steps (other than having current, tested, backups) should be done before moving to QBDT Premier?

 

Should I close the years prior to 2018?

 

Thank you for suggestions, best practices, and any other input.

 

EJ

 

 

Solved
Best answer 4 weeks ago

Best Answers
Highlighted
QuickBooks Team

Prep for an upgrade to QBDT Premier - Contractor Edition

You've got me here, GolfNut72.   

  

There will be no problem in upgrading your QuickBooks Desktop Pro 2019 to QBDT Premier 2021 version. I'd be glad to walk you through the steps on how to upgrade. 

 

First off, we'll need to create a backup file to make sure that the data will be saved before upgrading. To get started, let's perform the following steps to back up your company file:  

 

  1. Go to the File menu, choose Back Up Company, then select Create Local Backup.
  2. Select Local Backup.
  3. Click Options.
  4. In the Tell us where to save your backup copies field, select Browse and select the location in which to save the backup copy.
  5. Hit OK.
  6. In the Create Backup window, specify whether to back up automatically, and select Options to set options for automatic backups.
  7. Select New to set a backup schedule in the Schedule Backups dialog.
  8. Click Finish

I've got you an article for your reference: Create a Backup of your Company File

 

Once done, you can now upgrade your QuickBooks Desktop 2019 to 2021 version. For your reference, you can check out this article for the detailed steps and information: Upgrade to a New QuickBooks Desktop Version

  

To answer your question, Should I close the years prior to 2018? In QuickBooks Desktop, you don't have to worry about closing your books at the end of every fiscal year. QuickBooks performs automatic adjustments in preparation for the coming year. For more information about this, I recommend following this article: Close your books in QuickBooks Desktop

 

I'd suggest visiting this website: User Guides. You can get do-it-yourself articles, training, and pro advice that will help you get familiar with QuickBooks Desktop. 

 

I hope that clears everything up. Please let me know if there's anything else you need, I want to make sure you're taken care of. Thanks for reaching out, wishing you and your business the best.

View solution in original post

1 Comment
Highlighted
QuickBooks Team

Prep for an upgrade to QBDT Premier - Contractor Edition

You've got me here, GolfNut72.   

  

There will be no problem in upgrading your QuickBooks Desktop Pro 2019 to QBDT Premier 2021 version. I'd be glad to walk you through the steps on how to upgrade. 

 

First off, we'll need to create a backup file to make sure that the data will be saved before upgrading. To get started, let's perform the following steps to back up your company file:  

 

  1. Go to the File menu, choose Back Up Company, then select Create Local Backup.
  2. Select Local Backup.
  3. Click Options.
  4. In the Tell us where to save your backup copies field, select Browse and select the location in which to save the backup copy.
  5. Hit OK.
  6. In the Create Backup window, specify whether to back up automatically, and select Options to set options for automatic backups.
  7. Select New to set a backup schedule in the Schedule Backups dialog.
  8. Click Finish

I've got you an article for your reference: Create a Backup of your Company File

 

Once done, you can now upgrade your QuickBooks Desktop 2019 to 2021 version. For your reference, you can check out this article for the detailed steps and information: Upgrade to a New QuickBooks Desktop Version

  

To answer your question, Should I close the years prior to 2018? In QuickBooks Desktop, you don't have to worry about closing your books at the end of every fiscal year. QuickBooks performs automatic adjustments in preparation for the coming year. For more information about this, I recommend following this article: Close your books in QuickBooks Desktop

 

I'd suggest visiting this website: User Guides. You can get do-it-yourself articles, training, and pro advice that will help you get familiar with QuickBooks Desktop. 

 

I hope that clears everything up. Please let me know if there's anything else you need, I want to make sure you're taken care of. Thanks for reaching out, wishing you and your business the best.

View solution in original post

Need to get in touch?

Contact us