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I have a client with 2 businesses, one is his law firm and the other is a rental property. He has two different QB 2021 Desktop Pro licenses, one for each business. I would like to upgrade him to QB 2024. The law firm need to sign up for QB Merchant Services in order to take credit card payments. The rental property doesn't need that feature.
Can we buy 1 QB Pro 2024 Desktop Pro license and put it on two computers, and have the law firm sign up for merchant services payments but have the rental property pay for the subscription to upgrade?
Thanks! Patti B
Solved! Go to Solution.
You can purchase an Enterprise license to continue using the Desktop version, @PattiB2021. Let me guide you with the upgrade process.
Before we proceed, please note that we no longer offer Pro and Premier subscriptions for QBDT. With the Enterprise plan, you have the option to set up multiple companies in a single subscription or license. This means you can have the rental company pay for the upgrade and use the same license for both companies. Additionally, you are able to install it on two different computers.
To ensure that no data is lost during the transition, create a backup of your business record before proceeding to the Enterprise plan. Here's how to do it:
Once everything is finalized, begin establishing a company file for both businesses under one subscription.
Finally, explore this article to discover the new features and improvements in QuickBooks: What's new in QuickBooks Desktop 2024.
Have you successfully upgraded your QBDT version? If not, you can click the Reply button to let us know if you have further questions. We'll be right here to assist you every step of the way.
Yes, PattiB, you're right. We no longer offer new subscriptions for QuickBooks Desktop Pro versions.
When you switch to QuickBooks Enterprise, you can add payment processing separately for each business or each company file rather than for every QuickBooks license. Since you mentioned that your rental business doesn’t require merchant services, you can enable credit card processing only for the law firm’s company file.
First, we can sign up for QuickBooks Payments for the law firm’s company file.
Once approved, we can link it to your company file in QuickBooks Desktop. Here’s how to do that:
For more information, refer to this article: Connect your payments account.
Furthermore, you can visit this link to learn how to create an invoice with the payment link using QuickBooks Desktop: Create an invoice and turn on online payments.
I hope this clarifies your concerns and helps you make an informed decision regarding your client’s upgrade. Please feel free to reach out if you have any further questions or need additional assistance. We are here to help.
I still have my own 2024 Desktop Pro subscription, you are no longer taking new subscriptions?
Your client can have a reused subscription license for QB Desktop 2024 Pro Plus as a workaround. However, since your client also need to have a QB Payment account, you cannot use this option. Alternatively, use a reused license + a third-party merchant service.
If I upgrade my clients QB to Enterprise and put it on two different computers, can the law firm take credit card payments through their invoices? We don't need the merchant service for the rental, only the law firm.
Yes, they can. They will purchase a QB Desktop Enterprise license registered under the law firm and they can apply for a QB Payment account. They are allowed to create company files for other businesses but they cannot use the same QB Payment account to accept payments. If your client choose this route, they should purchase a new license through a reseller to get perpetual discount on renewals.
Another potential issue is that you will also need to use QB Desktop Enterprise (or Enterprise Accountant) to support your client. You can use the Enterprise trial to keep your costs down.
You can purchase an Enterprise license to continue using the Desktop version, @PattiB2021. Let me guide you with the upgrade process.
Before we proceed, please note that we no longer offer Pro and Premier subscriptions for QBDT. With the Enterprise plan, you have the option to set up multiple companies in a single subscription or license. This means you can have the rental company pay for the upgrade and use the same license for both companies. Additionally, you are able to install it on two different computers.
To ensure that no data is lost during the transition, create a backup of your business record before proceeding to the Enterprise plan. Here's how to do it:
Once everything is finalized, begin establishing a company file for both businesses under one subscription.
Finally, explore this article to discover the new features and improvements in QuickBooks: What's new in QuickBooks Desktop 2024.
Have you successfully upgraded your QBDT version? If not, you can click the Reply button to let us know if you have further questions. We'll be right here to assist you every step of the way.
Hi Ariell,
Thanks for the explanation. It sounds like even though I still have my own 2024 Desktop Pro subscription, you are no longer taking new subscriptions? If I upgrade my clients QB to Enterprise and put it on two different computers, can the law firm take credit card payments through their invoices? We don't need the merchant service for the rental, only the law firm.
Thanks for clarifying! Patti B
Yes, PattiB, you're right. We no longer offer new subscriptions for QuickBooks Desktop Pro versions.
When you switch to QuickBooks Enterprise, you can add payment processing separately for each business or each company file rather than for every QuickBooks license. Since you mentioned that your rental business doesn’t require merchant services, you can enable credit card processing only for the law firm’s company file.
First, we can sign up for QuickBooks Payments for the law firm’s company file.
Once approved, we can link it to your company file in QuickBooks Desktop. Here’s how to do that:
For more information, refer to this article: Connect your payments account.
Furthermore, you can visit this link to learn how to create an invoice with the payment link using QuickBooks Desktop: Create an invoice and turn on online payments.
I hope this clarifies your concerns and helps you make an informed decision regarding your client’s upgrade. Please feel free to reach out if you have any further questions or need additional assistance. We are here to help.
I still have my own 2024 Desktop Pro subscription, you are no longer taking new subscriptions?
Your client can have a reused subscription license for QB Desktop 2024 Pro Plus as a workaround. However, since your client also need to have a QB Payment account, you cannot use this option. Alternatively, use a reused license + a third-party merchant service.
If I upgrade my clients QB to Enterprise and put it on two different computers, can the law firm take credit card payments through their invoices? We don't need the merchant service for the rental, only the law firm.
Yes, they can. They will purchase a QB Desktop Enterprise license registered under the law firm and they can apply for a QB Payment account. They are allowed to create company files for other businesses but they cannot use the same QB Payment account to accept payments. If your client choose this route, they should purchase a new license through a reseller to get perpetual discount on renewals.
Another potential issue is that you will also need to use QB Desktop Enterprise (or Enterprise Accountant) to support your client. You can use the Enterprise trial to keep your costs down.
Thanks JorgetteG...this sounds like a manageable solution! I will look into QB Enterprise!
PattiB
Thanks Siab! I am going to look into Enterprise as I believe this will resolve my concerns.
PattiB
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