How to move your QuickBooks Desktop file to Intuit Enterprise Suite

[0:00] Hi, this is Katheryn from the QuickBooks team. QuickBooks helps your business grow by providing the flexibility to move and upgrade as your needs expand. In this video, we'll go over how to move your QuickBooks Desktop company file to Intuit Enterprise Suite. You'll map your entities, prepare your data with a personalized checklist, and choose an assisted or self service move.

[0:25] Open your company file in QuickBooks Desktop. If you're in a hosted environment, your first step is creating a local backup saved on your computer. Then restore that backup company file to an active file saved on your desktop. Next, inside that company file from the top menu bar, select Intuit Enterprise Suite. Then choose Initiate upgrade process. When prompted, sign in with your Intuit account.

[0:55] The tool automatically detects your Intuit Enterprise Suite contract. Select the entities to move to Intuit Enterprise Suite and match each of your desktop company files to the correct parent or child entity and Intuit Enterprise Suite. After you map everything correctly, select Let's begin to start preparing your data. The tool displays a checklist of tasks to prepare your company file.

[1:22] It groups regular tasks together and lists hygiene tasks in a separate section. Select Complete All to finish batch-actionable items together, or complete them one at a time. For tasks that need missing information or any hygiene tasks, address each item individually. Review each task and its related data before you continue. After completing all tasks, review preferences.

[1:51] If you have Payroll, select whether to move it. This file is ready to move. Select proceed. Your first file is sent. Next, choose to invite Intuit’s Professional Service team to help upgrade your file. Add your Intuit account Manager email and Customer Success Manager email and select Submit. If you have more company files to upgrade, switch to the next file and repeat the same process. That's it.

[2:23] You'll receive an email once your upgrade is completed.