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JBinSC
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

I have a new client, the previous accountant was runing Quickbooks Enterprise. I am running only Desktop Pro 2020. Is there a way for them to send me the file so that I can use it?

Solved
Best answer March 05, 2020

Best Answers
Fiat Lux - ASIA
Level 15

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

If your client is using Enterprise edition, you have to use Enterprise or Enterprise Accountant edition. Utilize the trial license of Enteprise edition for the time being. Otherwise, you have to purchase a 3rd party downgrade service to convert it.

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28 Comments
Fiat Lux - ASIA
Level 15

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

If your client is using Enterprise edition, you have to use Enterprise or Enterprise Accountant edition. Utilize the trial license of Enteprise edition for the time being. Otherwise, you have to purchase a 3rd party downgrade service to convert it.

View solution in original post

JBinSC
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

Thank you for this information. I was unaware of the 3rd party option. I was hoping there was a way for the Enterprise user to export in a format usable to a lower grade QB user.

MarsStephanieL
QuickBooks Team

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

Hi there, JBinSC.

 

Downgrading company file is unavailable with QuickBooks. Although we can open Desktop Pro to Enterprise edition, but not the other way around. 

 

Also, I agree with Fiat Lux - ASIA's suggestion to take advantage of the trial edition and search for a third party application in the market place.

 

Here's where you can check for a supported app that can successfully integrate with QuickBooks Desktop: Apps for QuickBooks Desktop.

 

Let me know if you need further assistance. I'm here to back you up. Have a good one.

pjmccoy1
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

Who are the 3rd party companies that can convert QuickBooks Enterprise to QuickBooks Pro?

Fiat Lux - ASIA
Level 15

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

@pjmccoy1 

Check our profile and send your email address in a private message to us. We may help to downgrade your company file.

skleen
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

could someone email me    [email address removed]   and tell me some 3rd party contacts that can convert a qbw enterprise file to a file that can work with my newly purchasd desktop pro 2020 quickbooks

 

thank you

Fiat Lux - ASIA
Level 15

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

@skleen 

We are not allowed to share the email address in this forum. Check our profile and send your email address in a private message to us.

BigRedConsulting
Community Champion

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

If you're an accountant taking over a file for a new client, and that file is from an Enterprise version and you don't have Enterprise, you can have the file converted to Pro/Premier using our service. See BRC Enterprise to Pro/Premier Conversion Service 

DvB
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

BigRed - I see on your site that you only work with US versions of Quickbooks. My version is for Canada. Any solutions for me?

Fiat Lux - ASIA
Level 15

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

@DvB 

You may have 2 options:

1. Utilize one of these 3rd party migration tool

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

2. Purchase a 3rd party downgrade service. We have replied your message.

bmr
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

Hello 

Have there been any updates to this? We would like to migrate our company file from from Enterprise to Pro.

Thank you

 

Fiat Lux - ASIA
Level 15

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

@bmr 

Consider 2 options as I mentioned earlier.

CRL111
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

Nevermind - I found what I was asking

 

CRL111
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

where to find the trial license for the Enterprise edition?

LieraMarie_A
QuickBooks Team

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

This is just the right place for finding the trial license for the QuickBooks Desktop Enterprise edition, @CRL111.

 

You don't need any codes to open the trial. However, before installing the QuickBooks trial version, ensure that the system meets the proper configurations to run the QuickBooks Desktop smoothly. Once done, you can now start installing the latest trial version of QuickBooks Desktop Enterprise version. It's just a few steps to install the product. 

 

Here's how:

  1. Go to this link: Download a trial of QuickBooks Desktop.
  2. Select QuickBooks Desktop Enterprise 21.0.
    Capture.JPG
  3. Open the QuickBooks.exe file you downloaded.
    Capture.JPG
  4. Once the InstallShield Wizard file extraction is complete, click Next.
  5. Click Install Trial
  6. Accept the software license agreement.
  7. Choose an installation location, then Next.
  8. Click Install.
  9. Once the installation is complete, click Open QuickBooks.
  10. Choose a QuickBooks Desktop industry-specific edition tailored to fit the specific needs of your business, then Next. Follow the remaining on-screen instructions.

 

Check out this article for your reference: Install QuickBooks Desktop.

 

I've also got you an article that might come in handy when you run into trouble installing the software: Fix QuickBooks Desktop install errors.

 

Keep me posted if you need a hand with running your business in QuickBooks. Assistance is just one click away. Have a great day. 

samiasrar
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

You can also order on the link given below for 3rd party enterprise to pro/premier data moving or downgrade service.

https://www.fiverr.com/share/9NyD7e

Michelle146
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

The previous bookkeeper ran QB Enterprise solutions. I'm new and got set up on Desktop Pro Plus 2021. Our tax preparer sent me the accountants file. Where do I start with getting the trial balances all set up in Pro? I cannot even reconcile a bank account because there are transactions in both files - help someone.

Rasa-LilaM
QuickBooks Team

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

Thanks for following this thread, Michelle146.


I can help answer any questions you may have about QuickBooks. To ensure I can provide the best solution, I need more details about your concern.


May I know if you’re able to restore the accountant’s copy? Also, what happened to the bank you wish to reconcile and the trial balance report? Any details shared will guide me on the troubleshooting we’ll have to perform to fix the issue.


Thank you in advance. I’m looking forward to working with you again. Have a good one.

Michelle146
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

Yes, I was able to restore the accountants copy in Enterprise. There are some transactions (checks, bills, invoices) for most of January in Enterprise. Nothing happened to the bank. I did reconcile the month of January in Enterprise then entered my beginning balance in Desktop Pro afterwards. I just don't know where to start and have no accounting degree so I hope you have some patience ;)

JasroV
QuickBooks Team

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

Thanks for getting back to us and for sharing additional information, Michelle.

 

No worries, I got you covered. Since you’ve successfully reconciled the month of January, you'll just have to ensure your trial balance matches the data in your QuickBooks Desktop (QBDT). 

 

You’ll want to run your trial balance report to check and verify if all data imported is accurate. Let me show you how.

 

  1. Go to the Reports menu.
  2. Select the Report Center.
  3. Type in and enter Trial Balance from the search field.
  4. Then click Run1.PNG

 

You can also check this link for guidance on how you can generate a report that shows the data you need: Customize reports in QuickBooks Desktop.

 

Once everything is all set, you can now seamlessly reconcile your accounts whenever you’re ready. 

 

Additionally, to learn your ways around QBDT, you can always visit our QuickBooks Support page for reference. We have articles there that you can read for reference.

 

You can always get back to me in this thread if you have other follow-up questions or concerns about reconciling your accounts. I’ll be around ready to help you. Stay safe!

Michelle146
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

it doesn't give me the option to "run" I typed in "trial balance" in the search window....

Tori B
QuickBooks Team

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

Hey there, @Michelle146.

 

Thanks for following up with us. I'm happy to lend a hand with your trial balance report. 

 

You'll want to hit the enter key on your keyboard once you've typed in trial balance in the search window. Then click on Run from the report option. I've included some screenshots below to walk you through the steps. Don't sweat, this is as easy as 1, 2, 3.

 

  1. Type trial balance in the search field in your Report Center. 
  2. Hit the enter key on your keyboard. 
  3. Tap on the Green arrow to run the report. 

That's all there is to it. Now you can see your trial balance report. 

 

 

Please let me know if you have additional questions or concerns. I'll be here every step of the way. As always, feel free to reach out to the Community at any time. Take care! 

 

Michelle146
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

Got it - anything specific I should be looking for? I think I'm in over my head and what I need to do. Assuming I need to take the trial balance of Enterprise through December 2020 and make some sort of journal entries?

RodenA
Level 1

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

A client has a QB ProPlus 2021 file. And I want to open it on QB Enterprise Accountant to use the "batch accounting entries".  Does this work when I use the file and enter batch transactions in QB Enterprise then I can open it on QB version ProPlus 2021? 

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