Quickbooks Windows 7 -> Windows 10 Migration Issue

sirons · ‎May 19, 2020

Hey community,

I'm a System Admin migrating Quickbooks from a Windows 7 computer to Windows 10.

We're running Quickbooks Desktop Pro 2018 on both computers and I did the whole Backup and Restore files through a network share.

After the migration to me it seemed like everything was there but the primary user said that writing Checks is missing all of the information from previous checks/accounts.

Does anyone know how to reconcile this?

Both of the computers are running in a VM and I haven't come across this before and was hoping someone had some insight.

Thanks you

-Sam

Pabz_L · ‎May 20, 2020

Hello there, @sirons.

Let me give you some troubleshooting steps that will help you get back to your business.

If your QuickBooks Desktop pro is still installed in your Windows 7 computer, I suggest creating a portable company file in your QuickBooks Desktop then save it on a thumb drive. This will help you restore your company file to your Windows 10 computer without having issues.

Please make sure that when creating a portable file, you’ll select the most updated file to avoid missing data on your company file.

To create a portable file, here’s how.

Go to the File tab.
On the drop-down, select Create a copy.
Select a Portable company file.
Click Next.
On the windows pop up, locate the folder of your thumb drive, then click Save.
Then, click OK.

Once done, you can now transfer your thumb drive to your Windows 10 computer and restore your company file as a portable file in QuickBooks Desktop.

If the issue persists, I advise contacting our Phone Support Team. They have the proper tools to pull up and check what causes the issue.

To reach them, here's how.

Click on Help and choose QuickBooks Desktop Help.
Select Contact us at the bottom.
Enter a summary of the scenario in the description field.
Click Continue.
We’ll provide you a few support options. Select which one is best for you.

Support hours:

For QuickBooks Pro, Premier, plus, their schedule is 6:00 AM-6:00 PM PT Monday-Friday and 6:00 AM-3:00 PM PT on Saturdays.

I’ll be leaving you this help article if you have any other issues.

Please let me know if you have other questions. Have a nice day!

View solution in original post

Angelyn_T · ‎May 19, 2020

Hello, @sirons.

The user may be restricted for that feature reason why writing check is missing on his end as well as the previous checks or accounts. To start, you can review the user's access by following these steps:

Click on Users from the Company menu.
Tap on Set up Users and Roles.
Enter the admin password.
Go to the User List.
Review the user's access or roles assigned from there.

If he is restricted, allow him to manage checks and accounts on your QuickBooks Desktop.

For additional reference about users and restrictions, check out this article.

On the other, visit this link for additional reference about reconciliation in QuickBooks Desktop.

Post again if you have any other questions. I'm a few clicks away to help. Have a good day!

sirons · ‎May 19, 2020

For our current environment we don't currently have Users & Rolls set up. It's usually a single person using QB here.

I'll try to clarify the issue with a screenshot.

So in the photo attached is what the user is supposed to see and able to find other checks.

When the user tries this all the information is blank and there's no history in that window.

RCV · ‎May 19, 2020

Let's perform some troubleshooting steps for the primary user to get access to the check history, sirons.

It's possible there's damaged data in your company file preventing the user to access the previous checks. Let's run the QuickBooks File Doctor to fix your damaged company files and help solve some of your network issues. Just make sure we perform it on where you installed QuickBooks (network share).

You can check out this article for the steps and details: Fix company file and network issues with QuickBooks File Doctor.

If the same thing happens, please rebuild your data file in the network share you have by following the steps in this article: Fix data damage on your QuickBooks Desktop company file. Then, proceed to Solution 3: Manually repair your company file by rebuilding your data section.

You can also repair QuickBooks Desktop to fix any damaged components in the software.

I have a link here that provides you with articles about managing your bank transactions: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Desktop.

Fill me in if you need a hand with reconciling your accounts or any QuickBooks related. I'll be here to help. Take care always.

sirons · ‎May 20, 2020

I gave those steps a try using File Doctor for each of the company files (There are multiple) and it didn't find any integrity violations.

I had the user check again but it's still not showing the old data in the new instance.

Any other ideas on this?

The data pulls fine in the Windows 7 instance but not the Windows 10 instance yet they're both running the same version of the software and pulling the data from the same network location.

Pabz_L · ‎May 20, 2020

Hello there, @sirons.

Let me give you some troubleshooting steps that will help you get back to your business.

If your QuickBooks Desktop pro is still installed in your Windows 7 computer, I suggest creating a portable company file in your QuickBooks Desktop then save it on a thumb drive. This will help you restore your company file to your Windows 10 computer without having issues.

Please make sure that when creating a portable file, you’ll select the most updated file to avoid missing data on your company file.

To create a portable file, here’s how.

Go to the File tab.
On the drop-down, select Create a copy.
Select a Portable company file.
Click Next.
On the windows pop up, locate the folder of your thumb drive, then click Save.
Then, click OK.

Once done, you can now transfer your thumb drive to your Windows 10 computer and restore your company file as a portable file in QuickBooks Desktop.

If the issue persists, I advise contacting our Phone Support Team. They have the proper tools to pull up and check what causes the issue.

To reach them, here's how.

Click on Help and choose QuickBooks Desktop Help.
Select Contact us at the bottom.
Enter a summary of the scenario in the description field.
Click Continue.
We’ll provide you a few support options. Select which one is best for you.

Support hours:

For QuickBooks Pro, Premier, plus, their schedule is 6:00 AM-6:00 PM PT Monday-Friday and 6:00 AM-3:00 PM PT on Saturdays.

I’ll be leaving you this help article if you have any other issues.

Please let me know if you have other questions. Have a nice day!

sirons · ‎May 22, 2020

Thank you for your response, I'll be testing with the user next week to see if this solution works.

sirons · ‎June 01, 2020

Thank you,

It looks like we're back in business. Much appreciated for your time.

Anna S · ‎June 01, 2020

Good to hear from you again, @sirons.

You're most welcome. I also appreciate your taking the time to post this and letting me know that the issue got resolved.

As always, Community is full of experts who are knowledgeable in all facets of QuickBooks, so please reach out to us if there's anything you need. We're always happy to help you along your road to victory. Wishing you and your business continued success!

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Quickbooks Windows 7 -> Windows 10 Migration Issue