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rachel7
Level 2
posted
‎April 06, 2019 10:01 PM
last updated ‎April 06, 2019 10:01 PM

New client with different version of QB desktop

Acquiring new client who used QB Desktop 2018 until they contracted someone else to do their books just a few weeks ago.  Now they are signing up with me, but their current bookkeeping has sent me a backup from QB Accountant Desktop 2015.  Not sure if I can load this into my 2018 Desktop version or if I should try switching them to QBO.  Thoughts, suggestions?

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Best answer April 07, 2019
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GarlynGay
Moderator
Moderator
‎April 07, 2019 01:16 AM

New client with different version of QB desktop

Hello rachel7,

 

For .QBW file, you can restore this backup copy in your QuickBooks Desktop 2018. Please follow the steps in this article: Restore a backup of your company file.

 

For .QBX file, you'll get prompted to convert it to the latest version if you'll restoring it from your QB Desktop 2018. From there, you can start working or converting it to QBO. 

 

Please click on this link to learn more how to convert accountant's copy to a working file. 

 

You're always welcome to post some more. 

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GarlynGay
Moderator
Moderator
‎April 07, 2019 01:16 AM

New client with different version of QB desktop

Hello rachel7,

 

For .QBW file, you can restore this backup copy in your QuickBooks Desktop 2018. Please follow the steps in this article: Restore a backup of your company file.

 

For .QBX file, you'll get prompted to convert it to the latest version if you'll restoring it from your QB Desktop 2018. From there, you can start working or converting it to QBO. 

 

Please click on this link to learn more how to convert accountant's copy to a working file. 

 

You're always welcome to post some more. 

View solution in original post

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