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Level 2

Upgrading Windows and Quickbooks and starting new company file

I am using Quickbooks desktop 2017 Pro
My company file goes back to 2006 and it is pretty big at 585,216kb
Not a problem because my Windows desktop has 8 cores, SSD and 32 gb ram.
QB runs fast and without any issues on my desktop
But I would like to start with a fresh company file again

Intuit makes me upgrade every 3 years because I process credit cards through the Sales receipts screen in QB. So I know I will be getting the email from Intuit about upgrading to 2020 soon.

I got the email from Intuit about Windows 7 not being updated my Microsoft, so I will be upgrading Windows 7 pro to Windows 10 pro.

Ok so here's all the things I want to do in December while my business is closed.

Upgrade to Windows 10
Upgrade to Quickbooks desktop pro 2020
Copy my company file and then condense it to remove all transactions.

Any suggestions on which order I should do the things above?
Any suggestions on anything else I should be doing?
Thanks

Solved
Best answer November 20, 2019

Best Answers
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Level 6

Upgrading Windows and Quickbooks and starting new company file

Consider to keep install QuickBooks 2017 on your new Win 10. You will need it as comparison to QuickBooks 2020 when you found any error later. Company supports QuickBooks 2017 until May 2020.

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Level 6

Upgrading Windows and Quickbooks and starting new company file

Consider to keep install QuickBooks 2017 on your new Win 10. You will need it as comparison to QuickBooks 2020 when you found any error later. Company supports QuickBooks 2017 until May 2020.

View solution in original post

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Level 2

Upgrading Windows and Quickbooks and starting new company file

Ok, is it May of 2020

I could not remember when Intuit would be requiring me to update.

That sounds like a good plan
I already have too many things going on next month.
I still would like to condense my company file

I could do that at years end

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QuickBooks Team

Upgrading Windows and Quickbooks and starting new company file

Hello there, @EL34.

 

Let me provide some information about updating your QuickBooks version. 

 

To get started, let’s secure a backup copy of your company file. Here’s how:

  1. Go to the File menu.
  2. Ensure to select Switch to Single-user Mode.
  3. Go to the File menu again hover over Back up Company.
  4. Select Create Local Backup.
  5. In the window, select Local Backup and then Next.
  6. Follow the on-screen instruction to complete the process.

You can check this article for more detailed steps: Back up your QuickBooks Desktop company file.

 

Also, create a backup copy of all the files you have in your device for safe-keeping purposes. Once completed, let's update the operating system of your current device to ensure that it follows the systems requirements for QuickBooks Desktop 2019.

 

Now, you can download and install the QuickBooks Desktop on the new computer. To upgrade to a new QuickBooks Desktop, here’s how:

  1. Open your new version of QuickBooks Desktop.
  2. Go to the File menu.
  3. Select Open or Restore Company.
  4. Select Open a company file then Next.
  5. Highlight your data file then select Open.
  6. Read the info in the Update Company File for New Version pane. Check the box to signify you understand, then select Update Now.
  7. Follow the instructions on how to back up your file.Take note of where you save your file.
  8. When “You are about to open a company file using a newer version of QuickBooks. Do you want to continue?” appears, select Yes.

This article outlines a piece of detailed information about upgrading QuickBooks Desktop: Upgrade to a new QuickBooks Desktop version.

 

Don't hesitate to drop your comment below if you have any other questions. Have a nice day!

Highlighted
Level 2

Upgrading Windows and Quickbooks and starting new company file

This is not a new computer
Not sure that you read my post?

 

Highlighted
QuickBooks Team

Upgrading Windows and Quickbooks and starting new company file

My colleague has updated her answer already, @EL34

 

When upgrading your OS (Operating System), this will usually roll-out a new system and the install process will wipe out your folders containing important files or data. What I suggest is creating a backup of your entire company file.

 

After updating your OS, you can now reinstall your QuickBooks Desktop and then restore your company file. 

 

Check these articles for more information:

I'm always here if you still have questions or other concerns. Let me know by leaving a comment below. Take care and have a wonderful day!

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