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KLE24
Level 1

Trying to reduce the file size (QB Pro 2009) but the Clean up company data does not work

I am leaning towards QuickBooks Desktop PRO 2023 to upgrade our 7 companies from our QB Pro 2009. In speaking with Jason in your customer service dept, we will have to purchase a Windows 10 computer. The QB desktop pro 2023 will, again, be one a standalone computer, non-network and not connected to the internet computer (will have to put the download on a jump drive and transfer to the new computer......I noted on the system requirements, BROWSER REQUIREMENTS, that it states this............   "requires an internet connection at least once every 14 days. This lets QuickBooks Pro Plus, Premier Plus, Premier Accountant or Enterprise subscriptions sync license information. QuickBooks will use your default browser."         BUT, I assume since we would be getting the PRO version, this would not apply to us, correct?

 

DebSheenD
QuickBooks Team

Trying to reduce the file size (QB Pro 2009) but the Clean up company data does not work

Your commitment to understanding the QuickBooks licenses and system requirements is commendable, @KLE24. I'm here to share some information about this.

Intuit QuickBooks discontinued all standalone versions starting in the year 2022 onwards. This means that all QuickBooks Desktop products are on a Plus subscription and this will require an internet connection every 14 days for syncing license.

To learn more about managing and upgrading your QBDT version, check out this article for further guidance: Upgrade QuickBooks Desktop Pro, Premier, or Enterprise.

Once you install the QB Pro 2023, you can initiate the process of moving your company file. For detailed instructions, please proceed to Step 2 outlined in this article: Move your company files after you switch to a new version of QuickBooks Desktop.

 

Feel free to comment below if you have further questions about transferring files from QuickBooks Desktop Pro 2009 to 2023. I'm around to help you. Keep safe!

KLE24
Level 1

Trying to reduce the file size (QB Pro 2009) but the Clean up company data does not work

And with the QB 2023 desktop pro, I assume I can run all 7 companies off this same program (like I do now with the Pro 2009 version), correct? And your team could help me with porting over the data.

JamaicaA
QuickBooks Team

Trying to reduce the file size (QB Pro 2009) but the Clean up company data does not work

Thank you for considering upgrading to the Desktop Pro 2023, KLE24. Yes, you can run multiple companies, and we'll assist with porting over the data.

 

You can set up as many company files as you'd like. Therefore, QuickBooks Desktop Pro 2023 can accommodate seven (7) companies under the same program. Although managing multi-company files with a single license is possible, you can only have three (3) EINs. These materials will guide you through the setup:

 

 

Additionally, our support team is eager to assist you in transferring your data from the current edition or version you have to the new program. Rest assured that we'll do our best during the process. Check out this article to reach them out: Contact QuickBooks Desktop support.

 

Visit this reference to learn the limitations and compatibility to prevent issues moving forward: Company files compatibility with QuickBooks Desktop when upgrading.

 

Once you shift to a newer version (2023), save this link to know where to see important information: Find QuickBooks Desktop license info.

 

You can post other questions while restoring or handling your company files by adding a comment below. It's my pleasure to ensure you get the most out of the product.

KLE24
Level 1

Trying to reduce the file size (QB Pro 2009) but the Clean up company data does not work

To confirm, we are currently running QB Pro 2009 and all of our 7 companies have their own EIN#. Your statement about Deskstop Pro 2023 only allows (3) EINs doesn't make sense to me.  We don't use the program that is connected to a bank to pay bills and we don't run payroll from your system either. We simply pay bills via check and invoice customers.  Thoughts?

Rea_M
Moderator

Trying to reduce the file size (QB Pro 2009) but the Clean up company data does not work

Thanks for clarifying, KLE24. I'll provide further details about creating multiple companies using QuickBooks Desktop (QBDT).

 

QBDT Pro 2023 only allows three (3) EINs if you'll be processing payroll. Each payroll service can have up to three EINs. Since you'll be utilizing the software without add-on online services, like banking, payroll, and payments, you should be able to set up all seven (7) companies when you decide to upgrade. To do so, refer to this article: Create a QuickBooks Desktop company file.

 

Moreover, you'll have to update your company files to be compatible with the newer versions of QBDT. You might want to check out this article for the step-by-step guide on how to do so: Update your company files to a new version of QuickBooks Desktop.

 

Please know that I'm just a reply away if you need further assistance managing your company file and upgrading QBDT. Take care, and have a good one.

KLE24
Level 1

Trying to reduce the file size (QB Pro 2009) but the Clean up company data does not work

We purchased another computer and buying the Quickbooks Desktop Pro 2023 version. This is an upgrade from our Quickbooks Desktop Pro 2009. Is it considered an upgrade (I still have the CD install box w/ serial #'s) or does it matter? We even have the QB 2012 mac that we never used.  Thanks for your input.

MirriamM
Moderator

Trying to reduce the file size (QB Pro 2009) but the Clean up company data does not work

I'll be happy to answer your question, KLE24.

 

Yes, it's considered as an upgrade. However, it isn't necessary to download the 2009 QuickBooks Desktop (QBDT) version on the new computer using the CD. Instead, you can download the 2023 version directly and restore the backup. You can get the download link for your version of  QuickBooks from the Downloads & Updates page.

 

To restore a backup company file, here's what you'll need to do:

 

  1. Go to the File menu on your QBDT account.
  2. Click Open or Restore Company.
  3. Choose Restore a backup copy and then Next.
  4. Select Local Backup and then Next.
  5. Browse your computer for your backup company file.
  6. Select a folder to save your restored company file and press Open.
  7. Click Save. If you see any messages about possibly overwriting your data, select the option that best fits your needs.

 

For more information about the process, check out this article: Restore a backup of your company file.

 

Please let me know if you have additional questions about this or anything else. We're here to answer them for you, KLE24.

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