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Upgrade QB Pro Desktop 2016 to QB Pro Desktop 2019

I have a client who is using QB Pro Desktop 2016, and they have been told that if they upgrade to QB Pro 2019 they will need to start a new company file and will not be able to access previous transactions in the new file.  The recommendation is that they upgrade to Enterprise instead which is a much more expensive upgrade and - in my opinion - unnecessary.  Question, can a company file from the 2016 version be upgraded to 2019 with integrity?  If so, why would the QB rep tell my client they would not be able to upgrade the file?  I have used QB for twenty years, and this has never been the case.

Solved
Best answer 05-08-2019

Accepted Solutions
QuickBooks Team

Re: Upgrade QB Pro Desktop 2016 to QB Pro Desktop 2019

It's so nice to have you here, @TCrisler!

 

You can access your 2016 company file with the 2019 QuickBooks Desktop version. I'm here to share a few insights and help you from there.

 

To start with, you can absolutely use and access your company file in 2016 with the new 2019 version. It doesn't necessarily require you to create a new company file.

 

For your reference, you can check out this detailed answer shared by @John.pero3276 on this thread: https://community.intuit.com/questions/1783043-unable-to-update-to-from-2016-to-2019-desktop-pro

 

That being said, you'll have to create a complete backup copy of your company file. Let me show you how:

  1. Go to File.
  2. Select Backup Company.
  3. Click Create Local Backup.
  4. Choose Local Backup.
  5. Select Next.
  6. Click OK.

In addition, here's an article you can read to learn more about creating a backup copy of your company file: Create Backup of the QuickBooks Desktop Company File.

 

Once you've completely created the backup copy, you can now update to the latest 2019 version. From there you can restore the backup copy of your company file and access your account successfully.

 

Lastly, you might also check this helpful article for your future reference: Restore Failed when you try to Restore a Backup.

 

I'll be sure to help you out here in the Community if you have any other questions. Just leave it in the comment section down below.

5 Comments
QuickBooks Team

Re: Upgrade QB Pro Desktop 2016 to QB Pro Desktop 2019

It's so nice to have you here, @TCrisler!

 

You can access your 2016 company file with the 2019 QuickBooks Desktop version. I'm here to share a few insights and help you from there.

 

To start with, you can absolutely use and access your company file in 2016 with the new 2019 version. It doesn't necessarily require you to create a new company file.

 

For your reference, you can check out this detailed answer shared by @John.pero3276 on this thread: https://community.intuit.com/questions/1783043-unable-to-update-to-from-2016-to-2019-desktop-pro

 

That being said, you'll have to create a complete backup copy of your company file. Let me show you how:

  1. Go to File.
  2. Select Backup Company.
  3. Click Create Local Backup.
  4. Choose Local Backup.
  5. Select Next.
  6. Click OK.

In addition, here's an article you can read to learn more about creating a backup copy of your company file: Create Backup of the QuickBooks Desktop Company File.

 

Once you've completely created the backup copy, you can now update to the latest 2019 version. From there you can restore the backup copy of your company file and access your account successfully.

 

Lastly, you might also check this helpful article for your future reference: Restore Failed when you try to Restore a Backup.

 

I'll be sure to help you out here in the Community if you have any other questions. Just leave it in the comment section down below.

Established Member

Re: Upgrade QB Pro Desktop 2016 to QB Pro Desktop 2019

I've just upgraded from 2016 to 2019 and Im having problems accessing my prior check register for online transactions.  This is the error message I get in screen cap.

Moderator

Re: Upgrade QB Pro Desktop 2016 to QB Pro Desktop 2019

Thanks for looping in, Hap2go.

Helping you access your prior check register is quick and easy. Let me show you how to get started.

 

I appreciate the screenshot you've provided. To be able to access your prior check register in QuickBooks Desktop 2019, you'll need to set this up again on your new software. Afterward, you can import the transactions so they become available in your Bank Feeds.

 

Here's how:

 

  1. From the QuickBooks File menu, select Utilities then Import and then Web Connect Files.
  2. Select the QBO file you saved, then select Open.
  3. When prompted to Select Bank Account, select:
    • Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks.
    • Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks. Type a name.
  4. Select Continue. You should see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.
  5. Go to the Bank Feeds Center to review your transactions.

For more details, check out these articles:

 

For additional help, you can also reach out to our QuickBooks Desktop Support.

 

  1. Within your QuickBooks Desktop, click Help at the top menu bar.
  2. Click Contact us.
  3. In order to route you to the correct support expert, we need to know what type of question you have. Give a brief description of your issue and click Continue.
  4. We’ll provide you a few options. You choose which one is best for you

I'll be around to help if you need additional assistance with accessing your check register. Have a good one.

Established Member

Re: Upgrade QB Pro Desktop 2016 to QB Pro Desktop 2019

The problem is, it want to select use an existing account but its not "finding" the account.  It wont give me the option of selecting the previous account.

Moderator

Re: Upgrade QB Pro Desktop 2016 to QB Pro Desktop 2019

Hi Hap2go,

 

Since you have QuickBooks 2019 version, you can use the Care Plan tied up with it. Let's get this banking resolve by reaching out to our tech support team. They have the tools to help you connect the existing account. 

 

Here's how you can reach us:

  1. Click on the Help menu.
  2. Select Contact us.
  3. Select banking from the topic.
  4. Choose either Start Messaging or Get a callback.

Let us know if you have other questions. We are here to help.