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Momo24
Level 1

Changing Subscription for QB Desktop

I am working with a new employer, who's QB was under their previous bookkeeper. The got a new subscription, but how do I upload the backup to be inserted under the new subscription?

2 Comments 2
BigRedConsulting
Community Champion

Changing Subscription for QB Desktop

If you have a backup, you can Restore it. Start on the QuickBooks menu at File | Open or Restore Company...

 

I don't know what you mean when you ask about inserting the backup under a subscription?  I don't think that's a thing, tough I'm not sure. At least, I've never seen anything like that.

MadelynC
Moderator

Changing Subscription for QB Desktop

Good day, @Momo24. I’m here to share information on how you can upload the backup to the new subscription.


If you already have the backup, our Community backer BigRedConsulting is correct. You can simply restore the accounting data to the new QuickBooks subscription.


If your backup company file is on an external device like a USB or a hosting service like Box, you'll need to move it to your local hard drive first. Then, follow the steps below:

 

  1. In QuickBooks, go to the File menu and select Open or Restore Company.
  2. Select Restore a backup copy and then hit Next.
  3. Select Local Backup and then Next.
  4. Browse your computer for the file and choose a folder to save it.
  5. Click Open and select Save. If you see any messages about possibly overwriting your data, select the option that best fits your needs.


On the other hand, if you haven’t gotten the backup file yet from the old QuickBooks Desktop, you’ll want to contact the bookkeeper or request to be the primary admin. Then, restore your data. Please know that only the administrator of the account can access the company files.


In case you run into issues restoring your backup file, you can use this reference to resolve them: Fix backup company file issues in QuickBooks Desktop.


Don’t hesitate to visit this thread if you need further assistance with the process. We’ll always be here to help. Keep safe!

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