I'm here to ensure you're able to convert your company files to run on the QuickBooks Desktop (QBDT) for Mac 2020, @PhastPhil. This way, you can utilize your files on the newer version and update your OS to Big Sur.
You're correct. The QBDT for Mac 2016 won't run on Big Sur. Then, it's ideal to have both QBDT for Mac 2016 and 2020 versions on the computer at the same time while you're in the process of converting your company files to run on 2020.
The QBDT for Mac 2020 is now compatible with Big Sur. But before you update your OS, let's first convert your company files so it works with the newer (2020) version you have. Here's how to restore and upgrade your company file:
- Create a backup of your file (2016) on your computer.
- Make sure all users are logged out of your company file.
- Open your QBDT for Mac 2020 version.
- Go to the File menu and select Open or Restore Company.
- Click Restore a backup copy and then click Local backup.
- Browse your computer for your company file. Select it and then click Open.
- Sign in to your company file as an admin user.
- Before you upgrade, QuickBooks automatically creates a backup of your existing company file. You can select Change this default location to save the backup in a specific folder.
- Choose Update Now to start the upgrade.
- Click Done.
For more information, see Step 3 through this article: Upgrade Your Company Files.
Also, I'd recommend visiting this article: QuickBooks Desktop Mac 2020 User's Guide. It includes topics about items, lists, and accounts that'll help you get familiar with QBDT for Mac 2020.
Let me know if you need further assistance in converting your company files and upgrading your OS. I'm just around to help. Take care always.
