Learn how to upgrade to QuickBooks Enterprise from Desktop Pro/Premier.
When you’re ready to upgrade to QuickBooks Desktop Enterprise, it’s best to do it after-hours or over the weekend. This way, you’ll have the least disruption to your normal work hours.
Since you’re going to need to set up a network and work with your company file, it’s best to have help from somebody with an IT background and an accountant. You can choose to work with a ProAdvisor or QuickBooks Solutions Provider. Here’s what to do.
Note: To learn more about the new features you’ll have access to in Enterprise, take a look at what’s new in QuickBooks Desktop.
Step 1: Prep and test your network
Before you get started, check the system requirements for QuickBooks Desktop Enterprise.
Step 2: Install QuickBooks Desktop Enterprise on the server
Before you start, download the latest version of QuickBooks Desktop Enterprise. If you install Enterprise on multiple workstations, they all need to be on the same release.
Step 3: Set up sharing
Share the company file between workstations. Here's what to do.
Step 4: Convert your data from Pro or Premier to Enterprise
Before you transfer your data to Enterprise, make sure to back up your company file. Once you convert your file to Enterprise, you can't open it in QuickBooks Pro or Premier.
Step 5: Configure network and server settings
QuickBooks Enterprise has the same look, feel, and the same features as your previous version of QuickBooks. You'll work in a familiar environment.
Frequently asked questions
Here’s some answers to frequently asked questions about QuickBooks Desktop Enterprise install