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My situation:
Company A:
- Version: Enterprise Contractor 24.0
- Sits on a cloud RDP service
Company B and C:
- Version: Enterprise Contractor 19.0
- Sits on a physical server on premise.
Need:
I need to be able to consolidate all three of these down to a physical PC for reference only. We have closed out the latest fiscal year on each company but have moved our financials to our ERP system. Quickbooks would only be used for historical reference on previous jobs and such. My best goal would be to have all three companies, on the same version, sitting on a laptop or desktop that we log into when needed.
Help!
The consolidated reporting feature will only work under the following conditions:
1. You need to upgrade both company files (B and C) to QB Desktop 2024.
2. All three company files have identical charts of accounts.
Otherwise, you need to use a business intelligent app to consolidated the report.
Then, you may have two options for accessing your archive files if needed.
1. Use the QB Desktop trial version to open your company files locally and permanently.
2. If you prefer to access your archive files on your hosting provider, you can purchase QB Desktop 2024 Enterprise Silver for single user from a reseller at a competitive subscription price.
Hello, @AnoyesSCS.
Thanks for taking the time to reach out to the QuickBooks Community. I hope your day is going great so far.
This is certainly achievable. Since you're using Enterprise for all 3 companies, you can upgrade companies B and C to version 24 like company A.
Here are some steps to help you get started:
First, let's get QuickBooks Enterprise 24 installed on your computer. After that, you'll need to move company A from the RDP service. Here's how:
Now let's move companies B and C to the new computer:
Once this is done, you will have all three company files, fully upgraded to 24.0, accessible on one PC, with no active server needed for daily access.
That should do the trick. Please don't hesitate to let me know if you have any additional questions or concerns. Take care!
I am good to log into each company seperately, no issue with that. So If I move the databases all to a single PC, then download the QB 2024 Desktop TRIAL, I should be able to open and view my data?
Yes, you can install the trial version now to make sure it works on your machine.
TORI,
Do I download the Desktop 2024 TRIAL or do I need to export my License somehow?
Hi there, AnoyesSCS. You can download the QuickBooks Desktop (QBDT) 2024 trial to help you move your files.
Since your companies B and C are on an old version (19.0), they need to be updated to the latest version to work on a new computer. By using the 2024 Trial, you can install the software on your laptop or computer without needing to move your paid license from Company A. This keeps your active cloud service running smoothly while you set up your computer.
Please know that the trial version only lasts for 30 days. Once it expires, the software lets you stay in a view-only mode. Since you only need to refer to old jobs and information, it allows you to keep your data in one place without needing to purchase a second subscription for the laptop.
If you decide you need full access to edit your data later on, you can simply enter your Company A license numbers to fully activate the software.
If you have follow-up questions, feel free to revisit this thread.
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