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Hayden50
Level 1

How to upgrade Company File from Older Version?

Good Afternoon

 

I have quickbooks pro 2009 desktop and want to transfer onto another quickbooks pro 2014.  Is that doable?  Been reading where it needs to happen in steps.

 

Thanks

 

Candice C
QuickBooks Team

How to upgrade Company File from Older Version?

Good evening, @Hayden50

 

Thanks for joining in on this thread. I can point you in the right direction so that you can get an answer to your question about your QuickBooks Desktop (QBDT). 

 

If you've reviewed what my colleagues have stated above and tried their methods, I recommend contacting our Customer Support Team. They'll be able to use a screen share tool to help upgrade your 2009 QB to 2014. You'll need to upgrade by 3 years in order to get your company file to the 2014 version. 

 

Here's how: 

 

  1. Go to the Help menu. 
  2. Pick the QuickBooks Desktop Help option. 
  3. Press the Contact Us hyperlink. 
  4. Give a brief description of the problem and hit Let's Talk
  5. Scroll down and choose to Get a callback

 

That's all there is to it! 

 

Let me know how the phone call goes. I want to ensure that you're able to get back on track. If you run into any trouble along the way, feel free to ask. I'm always here to lend a helping hand. Bye for now! 

Fiat Lux - ASIA
Level 15

How to upgrade Company File from Older Version?

@Hayden50 

Create a backup file on your QBD 2009 and restore it on QBD 2014. If you encountered any error, you may install the trial license of QBD 2011 as the stepping stone.

Hayden50
Level 1

How to upgrade Company File from Older Version?

Thanks for your reply and suggestions.  Will give it a shot

Hayden50
Level 1

How to upgrade Company File from Older Version?

Thanks for your reply and suggestion.  Will try it out.

JustChilling
Level 1

How to upgrade Company File from Older Version?

I'm thinking about finally buying new software.  Can I import my 2009 data without jumping through a bunch of hoops?

Fiat Lux - ASIA
Level 15

How to upgrade Company File from Older Version?

@JustChilling 

You may have 2 options:

1. Utilize the trial license of 2011, 2015 and maybe 2019 to convert your old file prior to opening it on QBD 2021.

2. Purchase a 3rd party upgrade service

 

Utilize the trial license of QBD 2021 to open the converted file. Then you may purchase a one time license of QBD 2021 Pro for 1 user worth $399 or Premier for 1 user worth $499.

DerekH79
Level 1

How to upgrade Company File from Older Version?

I have a client who has Quickbooks Pro 2010 and has upgraded to windows 10 and its not compatible. I understand we can use 2016 Trial version to update data file then import to 2021 version. Can someone please provide 2016 Trial download link and any codes we need?

 

Thank you for your help.

ReymondO
Moderator

How to upgrade Company File from Older Version?

Thanks for joining in the thread, @DerekH79.

 

As of the moment, we can only provide the trial links for the latest available versions of QuickBooks Desktop (QBDT).

 

However, you have to reach out to our customer support so they can provide you the trial links for QBDT 2016. This way, you can install the product and update its data file, then import it to the 2021 version.

 

Here's how you can reach out to them:

 

  1. Go to the Help icon and select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Write your concerns in the description box, then select Continue.
  4. Select which one of the support options you'd like to use.

Please check out our support hours to ensure that we address your concerns on time.

 

Additionally, you can check the available trial links for QuickBooks Desktop Pro 2021 and Enterprise here: How to download a trial of QBDT.

 

If you’re looking for tips to set up QuickBooks, check out our Getting Started guides.

 

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help. Enjoy the day.

DerekH79
Level 1

How to upgrade Company File from Older Version?

@ReymondO thanks for the quick response. I am returning to the clients next friday. When I use the Quickbooks Pro 2010 Help how long does it take for them to respond usually? Or is this live support? The link you provided only has 2021 trial and I am unable to find the 2016 trial anywhere.

 

I appreciate your help, just looking to go to clients on friday and have everything prepared instead oh hurry up and wait. Lol.

 

Thanks again

ChristieAnn
QuickBooks Team

How to upgrade Company File from Older Version?

Hi there, DerekH79.

 

I appreciate you for coming back here to QuickBooks Community to ask for some additional details so we can share further information. I'll share extra information and clarification about the details provided above.

 

When you contact our QuickBooks Desktop Support Team, they'll usually respond right away or help without the long wait times. And, yes, there is a live support team. You just have to select callback or We’ll contact you option. From there, you can fill in a piece of information so an expert can call you back.

 

Here's how:

 

  1. Press F1 to open the Help window.
  2. From the search icon, type Contact Support.
  3. Click Contact us at the bottom part.
  4. Give a brief description of your issue about downloading trial version and click the Search button.
  5. You'll be routed with How to connect with a QuickBooks expert and you choose which one is best for you.

 

  • Message an Agent – Allows you to chat directly with a support agent.
  • Talk to a Specialist – Arranges a callback from a support agent.

 

On the other hand, you're unable to find the 2016 trial version on the article or link given above. This is because Intuit won't offer discontinued versions of QuickBooks. You'll have to find this software outside QuickBooks.

 

Please refer to this article to see different information about the improved features and how you can use them to benefit your business using QBDT 2021: What’s new in QuickBooks Desktop 2021.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

Fiat Lux - ASIA
Level 15

How to upgrade Company File from Older Version?

@DerekH79 

We may share the trial code of QBD 2016. Contact us in private.

Kids Kount
Level 1

How to upgrade Company File from Older Version?

can someone please call me to help [phone number removed]

Giovann_G
Moderator

How to upgrade Company File from Older Version?

Welcome to the Community space, Kids Kount.

 

I can guide you in the right direction to reach our support team.

 

I know the importance of keeping your business up and running. You can post your concern here in the Community since we might be able to answer or fix your issue without reaching our QuickBooks Support Team.

 

If you wish to talk to them, you can go to your in-product help and request a callback. I'll show you how.

 

  1. Go to the Help menu.
  2. Select QuickBooks Desktop Help.
  3. Click Contact Us and then enter your concern.
  4. Choose Continue, then select Get a callback.

 

Support hours are from  Monday to Friday 6 AM to 6 PM PT.

 

For your reference, feel free to review these handy materials for more insights:

 

 

Add a comment if you have further questions or concerns. The Community is open 24/7 to back you up. Take care!

Fiat Lux - ASIA
Level 15

How to upgrade Company File from Older Version?

@Kids Kount 

Any specific concern?

michaeldharper
Level 1

How to upgrade Company File from Older Version?

Hello, 

 

I have tried updating our company file to the latest version so we can get into QBO. After working with Desktop support, we encountered issues opening the company file and they pretty much gave and referred me to an IT professional. Who would I contact about getting Intuit to update our company file and put it into QBO for us?

 

Thank you,

 

Michael 

AileneA
Moderator

How to upgrade Company File from Older Version?

Hello, michaeldharper. 

 

Thank you for posting in the Community. I suggest reaching out again to our QuickBooks Support Team for further assistance. One of our specialists can review your account and help you with this.  

 

Here's how:  

 

  1. Go to the Help menu.
  2. Select QuickBooks Desktop Help.
  3. Click Contact Us and then enter your concern.
  4. Choose Continue, then select how you want to connect with us. 

 

Just a heads up, due to the pandemic we have limited staffing. To make sure you get prioritized on your concern. Please check out our support hours and contact us at a time convenient: ​​Support hours and types.       

 

You can always look into these articles about restoring a backup and what happens after restoring a company file: 

 

 

You can always get back to me if you have further questions. Stay safe and take care always!

michaeldharper
Level 1

How to upgrade Company File from Older Version?

Thank you, AileneA. I will try one more time. 

Fiat Lux - ASIA
Level 15

How to upgrade Company File from Older Version?

@michaeldharper 

Which QB Desktop year version do you have? Utilize the trial license of QB Desktop 2021 to open your file and make sure the Total Targets < 350K prior to migrating it to QBO.

https:// quickbooks.grsm.io/US
https:// quickbooks.grsm.io/us-promo

 

User91
Level 1

How to upgrade Company File from Older Version?

where can we download the older versions of QB to convert a file from 2004 to 2020-21 in 3 year intervals?

i am unable to locate a url where the downloads are made available to us. please help.

 

i am trying to convert an old (2004) QB data file to a current version and then export the data into an excel spreadsheet.

 

called QB, spent over an hour, but unless you get the right person, they are unable to provide a good solution.

JessT
Moderator

How to upgrade Company File from Older Version?

Hi User91,

 

Thank you for joining the thread. Let me route you to the team who can help you with the upgrade.

 

The versions that you'll need are already obsolete, and you won't be able to install them anymore. In this case, the best option is to really contact our QuickBooks Support team. The steps are provided in the previous responses above and I've also hyperlinked the article for it. Just tell them that you want to upgrade your company file from version 2004 to version 2021.

 

If you need further assistance, you can always go back to this thread.

Fiat Lux - ASIA
Level 15

How to upgrade Company File from Older Version?


@User91 wrote:

i am trying to convert an old (2004) QB data file to a current version and then export the data into an excel spreadsheet.

 

@User91 

Just to clarify, why do you waste time to upgrade your old file to QBD 2021 and yet you will export the data out to XLS? Do you need to convert your data to another accounting app?

Ralf Klenke
Level 1

How to upgrade Company File from Older Version?

I have an older version from 2003 that needs to be restored for a forensic accounting case.  How do I go about that one? 

Fiat Lux - ASIA
Level 15

How to upgrade Company File from Older Version?

@Ralf Klenke 

Are you still using QB Desktop or just need to restore the file to access the data you need?

Rasa-LilaM
QuickBooks Team

How to upgrade Company File from Older Version?

Welcome to this thread, Ralf Klenke.


I can see the urgency of restoring your QuickBooks 2003. Let me help and guide you on how to get the file working again.


As mentioned by @qbteachmt on the first page of this thread, QuickBooks has a 3-year lifecycle. You’ll have to upgrade QuickBooks from 2003 to 2006, 2009, 2012, 2015, 2018, 2021, or 2022. Then rebuild the file in between.


Before performing the process, create a backup copy of the company file to prevent accidental loss. Also, make sure your computer meets the minimum requirements for a seamless process.

 


When you’re ready, restore your company file to the latest QuickBooks version. If you encounter any hurdles during the restoration process, I recommend contacting our Technical Support Team. They can install the file for you and ensure you can use it for your accounting case.


To reach them:

 

  1. In QuickBooks, press the Help icon at the top menu bar to select QuickBooks Desktop Help F1.
  2. Scroll down to the bottom of the window and click the Contact us link.
  3. When the Contact Us screen opens, go to the Tell us more about your question section and enter the issue in the field box. For example, restore QuickBooks 2003.
  4. Click the Search menu and choose the support options: Call us to speak with an agent or Message Us for real-time support.


If you’re unable to see the options mentioned above, click here to get the contact information. For additional resources, the links below outline steps to troubleshoot installation errors: Fix QuickBooks Desktop install errors.


You can bookmark this article in your browser for future reference: Get started with QuickBooks Desktop. It contains a list of common tasks you can do in your company file.


Keep me posted below if you have any clarifications in restoring the desktop program. I’ll be glad to get this taken care of for you.

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