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AmericaAutomation
Level 1

Update QuickBooks Enterprise Desktop 2016 to QuickBooks Enterprise Desktop 2021

Our company is currently using "QuickBooks Enterprise 2016 (R17P)". I found our license for this old version was not valid anymore and I couldn't install QuickBooks on a new computer. Our current licensee is for "QuickBooks Enterprise Silver Edition - Latest Version". So I like to install the latest version (Version 21) on all of our computers.

 

Is it okay? Do you think the conversion of the company file from Version 16 to Version 21 will work without a problem?

 

I got an advice that I may need to install Version 18 first on our server and then move to Version 21. Do you think it's a necessary step? I'm not sure if our company has a license for Version 18.

 

Thank you in advance for your help!

Solved
Best answer December 08, 2020

Best Answers
katherinejoyceO
QuickBooks Team

Update QuickBooks Enterprise Desktop 2016 to QuickBooks Enterprise Desktop 2021

Hi there, @AmericaAutomation

 

Thanks for asking here in the Community. You've got me here to walk you through upgrading QuickBooks Enterprise Desktop 2016 to QuickBooks Enterprise Desktop 2021.

 

As an insight, Intuit has a 3-year lifecycle. You would need to go, at a minimum of 2016-2019-2021. Then, rebuild the file in between. 

 

You'll first have to move your company file from your old computer to the new one. Before moving it, make sure that you have already installed QuickBooks Desktop on the new computer. It's also important to know the system requirements for the 2021 version to ensure that the software is compatible with your new computer. This way, you'll get the best experience in using QuickBooks. 

 

Next, rename your file on the old computer to avoid using the incorrect file. You'll need to create a backup and restore your file by performing the steps below: 

 

  1. Create a backup of your file on your Windows 7 computer. 
  2. Copy the backup file to your Windows 10 computer using either a flash drive or through a network if the computers are connected. 
  3. Restore the backup on your new computer. 

 

For more details, see Solution 1 through this article: Move Your Company Files To Another Computer

 

Once transferred, you can start the upgrade process. Here's how:

 

  1. Make sure all users are logged out of your company file.
  2. Open your new version of QuickBooks Desktop, then go to the File menu and select Open or Restore Company.
  3. Click Restore a backup copy and then click Local backup
  4. Browse your computer for your company file. You wrote down the file location in Step 1. Select and then click Open
  5. 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 back-up in a specific folder.
  6. Choose Update Now to start the upgrade.
  7. Click Done.

 

For more information, see Step 3 through this article: Upgrade Your Company Files

 

After that, update QuickBooks to have the latest software release. 

 

I'd suggest visiting this website: User Guides. You can get do-it-yourself articles, training, and pro advice that will help you get familiar with QuickBooks Desktop. 

 

I'll be right here to help if you need further assistance. Have a great day, @AmericaAutomation

View solution in original post

4 Comments 4
katherinejoyceO
QuickBooks Team

Update QuickBooks Enterprise Desktop 2016 to QuickBooks Enterprise Desktop 2021

Hi there, @AmericaAutomation

 

Thanks for asking here in the Community. You've got me here to walk you through upgrading QuickBooks Enterprise Desktop 2016 to QuickBooks Enterprise Desktop 2021.

 

As an insight, Intuit has a 3-year lifecycle. You would need to go, at a minimum of 2016-2019-2021. Then, rebuild the file in between. 

 

You'll first have to move your company file from your old computer to the new one. Before moving it, make sure that you have already installed QuickBooks Desktop on the new computer. It's also important to know the system requirements for the 2021 version to ensure that the software is compatible with your new computer. This way, you'll get the best experience in using QuickBooks. 

 

Next, rename your file on the old computer to avoid using the incorrect file. You'll need to create a backup and restore your file by performing the steps below: 

 

  1. Create a backup of your file on your Windows 7 computer. 
  2. Copy the backup file to your Windows 10 computer using either a flash drive or through a network if the computers are connected. 
  3. Restore the backup on your new computer. 

 

For more details, see Solution 1 through this article: Move Your Company Files To Another Computer

 

Once transferred, you can start the upgrade process. Here's how:

 

  1. Make sure all users are logged out of your company file.
  2. Open your new version of QuickBooks Desktop, then go to the File menu and select Open or Restore Company.
  3. Click Restore a backup copy and then click Local backup
  4. Browse your computer for your company file. You wrote down the file location in Step 1. Select and then click Open
  5. 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 back-up in a specific folder.
  6. Choose Update Now to start the upgrade.
  7. Click Done.

 

For more information, see Step 3 through this article: Upgrade Your Company Files

 

After that, update QuickBooks to have the latest software release. 

 

I'd suggest visiting this website: User Guides. You can get do-it-yourself articles, training, and pro advice that will help you get familiar with QuickBooks Desktop. 

 

I'll be right here to help if you need further assistance. Have a great day, @AmericaAutomation

View solution in original post

AmericaAutomation
Level 1

Update QuickBooks Enterprise Desktop 2016 to QuickBooks Enterprise Desktop 2021

Hi katherinejoyceO,

 

Thank you so much for the information. It would be very helpful! So, I need to do those steps 2 times as below:

 

1. Move the company file of the QB 2016 in Computer #1 to the QB 2019 in Computer #2 and then start the upgrade process of the company file

 

2. Move the company file of the QB 2019 in Computer #2 to the QB 2021 in Computer #1 and then start the upgrade process of the company file

 

My understanding is correct?

Joesem M
QuickBooks Team

Update QuickBooks Enterprise Desktop 2016 to QuickBooks Enterprise Desktop 2021

Thanks for getting back to us, @AmericaAutomation.

 

Yes, your understanding is correct on how to move the company file. This process is quite long and requires a bit of effort on our part but we need to follow all the steps to successfully upgrade your file.

 

Also, let's make sure that you create a backup file, so all the information is intact if there's an error that occurs during the process.

 

In case you see any errors when installing the software, visit this article: Fix QuickBooks Desktop Install Errors. You'll find links and steps on how to fix them.

 

Feel free to check out these links as well to get more information about this newest version of QuickBooks Desktop:

 

 

Please don't hesitate to add another reply below if you need more help with the upgrade or any other concerns about QuickBooks. I'll be here to keep helping. Take good care.

 

Fiat Lux - ASIA
Level 15

Update QuickBooks Enterprise Desktop 2016 to QuickBooks Enterprise Desktop 2021

@AmericaAutomation 

You may create a backup file on your QBD 2016 and install the trial license of QBD 2021. You should be able to upgrade the file in one jump. If the converted file is running smoothly on the trial license of QBD 2021, you are ready to purchase the license. You may get a perpetual discount if you purchase the license and renewal thru a partner.

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