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ncsparky1
Level 1

transferring quickbooks 2009 to 2017

I want to transfer my data from QB Pro 2009 to QB Pro 2017. QB 2009 is run by Vista Home Premium and 2017 is run by Windows 10. 

thanks for any help

1 Comment
Nick_M
QuickBooks Team

transferring quickbooks 2009 to 2017

Hello, ncsparky1. 

 

What you're going to have to do is upgrade your company file. I'm going to list the steps below and also include a helpful link that breaks down the process in detail. 

 

Here's how:

 

Install QuickBooks

  •  Sign in to Windows as an admin user
  •  If you haven't already. download your newer version of QuickBooks Desktop (Based off your description it sounds like you did this step already)
  • Follow the steps to install your new version

Prep your company file

  • Open the Original version of QuickBooks. (QB Pro 2009 in your case) Then open the company file you want to upgrade. 
  • Press F2 to open the Product Information window
  • Look in the File information section. Note where your company file is saved on your computer. 
  • Run the Rebuild Tool for your company file. This preps it for upgrade. 

Upgrade your company file

  • Make sure all users are logged out of your company file. 
  • Open your new version of QuickBooks Desktop. 
  • Select Open or Restore Company if you don't have a company file open. You can also go to the File menu and select Open or Restore Company.
  • Select Open a company file, then Next. If you have a backup company file (QBB) instead of a company file (QBW), select Restore a backup copy and then Local back.
  • Browse your computer for your company file. You wrote down the file location in Step 1. Select it and then select 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 the default location to save the backup in a specific folder. 
  • Select Update Now to start the upgrade. 
  • When QuickBooks is finished, select Done

You will now have the latest software release when you've finished these steps. For additional insight into this process, check out the link below. 

 

- Upgrade your company file after switching to a new version of QuickBooks Desktop

 

If you have any other questions, feel free to post them here. 

 

Have a wonderful weekend

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