Client's QuickBooks

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@jfogal wrote:

They switched to Enterprise 2022 a few months ago and it seems the books have only gotten worse from there. They did call Intuit and had them transfer the books from QuickBooks Desktop to Enterprise. I can see where they made the JEs to record the opening balances. My question is, should we start over with a new company file? I'm not sure this will get fixed with journal entries.

Why did they upgrade from QB Desktop (Pro/Premier) to Enterprise?

I'm not sure. I think they were trying to make it more streamlined for the type of business it is. 

Opening a new company file from scratch is a better option. Run the trial balance and you can import the data as JE for the beginning balances. Utilize a migration tool if required.

https://transactionpro.grsm.io/qbd

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

I agree with Fiat's suggestion, @jfogal.

I've got a couple of details to add and elaborate it further.

Once you've finished creating a new company file, you can also batch add your transactions in QuickBooks Desktop (QBDT). The date will depend on when you want to start your books and make sure to enter the correct one. 

Then, to ensure you'll reconcile your books correctly, you can browse through our Reconciliation hub for the detailed process. Simply follow the steps for QBDT.

Also, it's recommended to create a backup copy of your file whenever you perform changes. This is to make sure that you have the original data that you can restore in case of accidental loss or damage.

I'm always ready to help in case you have any other questions about managing your company file. Feel free to leave a reply below. Take care and have a good one.