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sfrazier08
Level 1

Upgrading from Quickbooks Pro 2017 to Quickbooks Pro 2021

Can i get instructions for Upgrading from Quickbooks Pro 2017 to Quickbooks Pro 2021 

1 Comment 1
MichelleBh
Moderator

Upgrading from Quickbooks Pro 2017 to Quickbooks Pro 2021

Hello, @sfrazier08.

 

Yes, I'm happy to give you detailed instructions on how to upgrade your QuickBooks Desktop Pro 2017 to 2021.

 

Before upgrading, I'd recommend creating a backup to your 2017 company file. This way, you can avoid any data issues due to some feature differences. 

 

Here's how: 

 

  1. Click the File menu at the top.
  2. Choose Back Up Company, then Create Local Backup
  3. Pick Local Backup, then tap Next
  4. Hit Browse to save your copies, then press OK

 

 

For more details, check out this link: Back up your company file

 

After that, please install QuickBooks 2021. Make sure that your computer hits the system requirements for a better experience. Once confirmed follow the steps outlined below. 

 

  1. Go to this link: https://downloads.quickbooks.com/app/qbdt/products.
  2. Choose StateProduct, and Version in the drop-down menu. 
  3. Tap Search and press Download
  4. After that, open the file QuickBooks.exe  that you've downloaded. 
  5. Accept the software license agreement and then hit Next.
  6. Follow the on-screen instructions. 

 

You may refer to this page: Install QuickBooks Desktop

 

Last is to activate and restore your company file in your new QuickBooks account. Let me show you how: 

 

  1. In your new QuickBooks, go to the File menu and select Open or Restore Company.
  2. Choose Restore a backup copy, then Next.
  3. Select Local Backup and tap Next.
  4. Browse your computer for your backup company file. It should look like this: [Your company name].qbb.
  5. Save the data, then hit Open.

 

To know more about QuickBooks enhancements and how to isolate company file errors, check out these articles underneath. 

 

 

That's it. Please mention my name in the comment section if you need anything else in your account. I'm happy to serve you. Be safe. 

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