Move your QuickBooks Desktop file to Intuit Enterprise Suite

Learn how to move your QuickBooks Desktop file to Intuit Enterprise Suite.

Moving to Intuit Enterprise Suite lets you handle complex business needs. However, preparing your data for the move can be a challenge, so we created a data preparation tool just for you. This tool makes sure your move to Intuit Enterprise Suite is seamless and your info is clean, compatible, and ready.

This tool streamlines the entire process: mapping your entities, preparing your data, and sending files to Intuit for the move.

• Map Desktop files to Intuit Enterprise Suite entities: The tool will provide you the option to choose company files for mapping. You can prepare multiple files for the move or start with one to test the suite.
• Prepare your data for the move: The tool analyzes your company file to identify data issues, prepares a personalized cleanup checklist with the data you need to review, and offers batch-action to resolve issues with a single click.
• Send your file(s) to Intuit when they are ready: Our experts will securely move the data to the new suite for you.

Here's a step-by-step guide to help you get set up after signing your contract for Intuit Enterprise Suite.

Step 1: Launch and map your entities

Pre-requisite: Before you begin, ensure all your company files are updated to a supported version of QuickBooks Desktop Pro, Premier, or Enterprise. Each file must be on either 2023 (Release 17 or higher) or 2024 (Release 16 or higher).

1. Open your company file in QuickBooks Desktop.
2. From the top menu, select Intuit Enterprise Suite. Then select Initiate upgrade process.
3. There’s a prompt that’ll let you sign in with your Intuit Account.
4. The tool will find your Intuit Enterprise Suite contract. Match each of your QuickBooks Desktop company files to Intuit Enterprise Suite’s correct parent or child entity.
5. When the mapping is correct, select Let’s Begin to prepare your data.

Step 2: Prepare your data

This tool will show you a checklist of everything needed to get your file ready. Tasks are either batch-actionable (fixed all at once) or hygiene tasks that take you to the right spot on your desktop. The tool automatically creates a backup of your company file before any changes are made. You can restore this backup at any time if needed.

1. Review each task and the data the tool shows.
2. Take action on each item. You can fix tasks one at a time, or select Complete All to resolve most of your batch-actionable tasks at once.

Step 3: Send your file to Intuit

After you finish all the tasks, your file is ready.

Select Next, review terms and conditions, and select Send to Intuit. If you need to move more files, choose the next company file and do the same steps.

Step 4: Use Intuit Enterprise Suite

You’ll receive an email upon successful upgrade normally within 2-5 days. Once you get the email, you can start using Intuit Enterprise Suite.