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Join nowHi, I downloaded the new 2021 QB but i am unable to transport all my data ( invoices etc) from the old 2018 pro plus to the new one
I've got your back in reaching out to our QuickBooks Online (QBO) support, @user1clickelectric.
Before we start, please know that I'm always ready to help you with all your concerns in managing your QBO company. Don't hesitate to share them and I'll make sure to provide their exact resolution.
We've updated our support options in QBO. You'll have to log into your QBO account and visit the Help menu so you can contact and talk to our Customer Care team. From there, you can choose to either Start a chat with a support expert or Get a callback from the next available one. To do this, here's how:
I've attached a screenshot below that shows the last five steps.
Also, I'm adding this article to further guide you in managing your business growth using QBO: QuickBooks Help Articles. It includes topics about account management, banking, and transactions, to name a few. You can also explore tutorials and videos to learn your way around the program.
On the other hand, I'm also here to make sure you're able to transport your data from QuickBooks Desktop (QBDT) 2018 to 2021, @Addya Outdoors Inc.
You'll have to open and upgrade your files from QBDT Pro Plus 2018 to QBDT 2021. After installing and activating the 2021 version on your computer, you'll have to pull up your backup and upgrade the file through it. This way, you can smoothly transport all your data and manage your company using the new version.
QuickBooks asks you to upgrade your company file the first time you open it in your newer version (2021). Please know that you won't be able to open your company file in your original version of QuickBooks after you upgrade it. Whenever you're ready, here's how:
You can also refer to this article for the step-by-step guide: Upgrade your company files after switching to a new version of QuickBooks Desktop. After you upgrade and open your company file, update QuickBooks so you have the latest software release.
Additionally, I'd recommend visiting this website: User Guides. You can get do-it-yourself articles, training, and pro advice that will help you get familiar with QBDT and manage your business accordingly.
Please don't hesitate to leave a comment below on how it goes. If there's anything else you need, I'm just here to help, @user1clickelectric @Addya Outdoors Inc. Take care always.
Thanks to this article I can learn more.
@Rea_M wrote:I've got your back in reaching out to our QuickBooks Online (QBO) support, @user1clickelectric.
Before we start, please know that I'm always ready to help you with all your concerns in managing your QBO company. Don't hesitate to share them and I'll make sure to provide their exact resolution.
We've updated our support options in QBO. You'll have to log into your QBO account and visit the Help menu so you can contact and talk to our Customer Care team. From there, you can choose to either Start a chat with a support expert or Get a callback from the next available one. To do this, here's how:
- Sign in to your QBO company.
- Go to the Help (?) menu.
- Select the Search tab.
- Click the Contact Us button.
- Enter a brief description of your concern in the What can we help you with? field.
- Select Continue.
- Choose a way to connect with us (Send a message or Get a callback). Make sure to initiate contact during support hours.
I've attached a screenshot below that shows the last five steps.
Also, I'm adding this article to further guide you in managing your business growth using QBO: QuickBooks Help Articles. It includes topics about account management, banking, and transactions, to name a few. You can also explore tutorials and videos to learn your way around the program.
On the other hand, I'm also here to make sure you're able to transport your data from QuickBooks Desktop (QBDT) 2018 to 2021, @Addya Outdoors Inc.
You'll have to open and upgrade your files from QBDT Pro Plus 2018 to QBDT 2021. After installing and activating the 2021 version on your computer, you'll have to pull up your backup and upgrade the file through it. This way, you can smoothly transport all your data and manage your company using the new version.
QuickBooks asks you to upgrade your company file the first time you open it in your newer version (2021). Please know that you won't be able to open your company file in your original version of QuickBooks after you upgrade it. Whenever you're ready, here's how:
- Make sure all users log out of your company file.
- Open your QBDT 2021.
- Select Open or Restore Company if you don't have a company file open. You can also go to the File menu and click Open or Restore Company.
- Choose Open a company file, then Next. If you have a backup company file (QBB) instead of a company file (QBW), select Restore a backup copy and then Local backup.
- Browse your computer for your company file. Select it and then select Open.
- Sign in to your company file as an admin user.
- Before you upgrade, QuickBooks automatically creates a backup of your existing company file. You can select Change this default location to save the backup in a specific folder.
- Select Update Now.
- Click Done.
You can also refer to this article for the step-by-step guide: Upgrade your company files after switching to a new version of QuickBooks Desktop. After you upgrade and open your company file, update QuickBooks so you have the latest software release.
Additionally, I'd recommend visiting this website: User Guides. You can get do-it-yourself articles, training, and pro advice that will help you get familiar with QBDT and manage your business accordingly.
Please don't hesitate to leave a comment below on how it goes. If there's anything else you need, I'm just here to help, @
user1clickelectric @Addya Outdoors Inc. Take care always.
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