Hello there, @Lugo. Let me share some information regarding installing old data in QuickBooks Desktop.
Installing data between clients in QBDT involves several steps and considerations to ensure a successful transfer. You'll need to ensure that your and your client's QBDT versions are the same for a seamless transfer and experience.
If they're using different versions, it's possible that only your client, the accountant, can successfully open the data since they're using the updated version of the program.
If their client decides to retain their version, your client can work with the trial version of QB Desktop 2012 Pro to assist them. It is important to note that the QB Desktop 2019 or 2020 will not support older versions. Once their client will open a file in a newer version, they will no longer be able to access the file from their end.
For reference, you can visit this article: How to use the Accountant's Copy.
Nonetheless, recovering the data is still possible, but since their client is using the old version of QBDT, they wouldn't be able to open the file if transferred. You can follow the steps below to restore the data.
- Prep the company file.
- Update your company file.
For more detailed steps on performing this, you can check this article: Update your company files to a new version of QuickBooks Desktop.
Also, you can check this article on restoring a company file using a backup: Restore a backup of your company file.
The comment section is always open if you have further questions about recovering data in QBDT. We're always glad to help you anytime.
