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lclarkcpa
Level 1

upgrading to Premier 2024 problems

we have upgraded a few of our clients from QB premier 2021 to 2024.  When we open the company file in the new version, there is no data in the 2024 version for the transaction we have entered for tax year 2024.  We filed payroll tax returns for first quarter 2024 using the 2021 version of quickbooks and waited til after tax season to upgrade to 2024 version.  But now none of our first quarter payroll is in the new version.  prior year info is still there, but it did not transfer any of our that had been entered for tax year 2024. has anyone else had this issue?  We don't want to have to reenter 4 months of information.  

1 Comment 1
Irene R
QuickBooks Team

upgrading to Premier 2024 problems

I appreciate your posting your concern regarding the company file that doesn't contain data when accessing it through your QuickBooks Desktop Premier 2024 account, Lclarkcpa. Let me share details on how we can fix this. 

 

When upgrading to a newer version of QuickBooks Desktop (QBDT), you must also update your company files to ensure compatibility and functionality with the software.

 

To update your 2021 company file, ensure to save a copy of it on your computer. Then, kindly follow the procedures listed below. 

 

  1. Make sure all users sign out of your company file.
  2. Open your QuickBooks Desktop Premier 2024. Go to File, then choose Open or Restore Company.
  3. Click Open a company file, then Next.
  4. If you have a backup company file (QBB) instead of a company file (QBW), select Restore a backup copy.
  5. Look for your company file, select it, and then click Open.
  6. Log into your company file as the admin user.
  7. Select Update Now.
  8. When QuickBooks finishes, select Done.

 

Kindly check this article for further information about upgrading company files in QBDT: Update your company files to a new version of QuickBooks Desktop.

 

In addition, I'll be leaving this article for you to read through that discusses company file compatibility to evade errors when upgrading QBDT software: Company file compatibility with QuickBooks Desktop when upgrading.

 

Let me know if you encounter further difficulties opening your 2021c company file in your QBDT Premier 2024. You can reach out to the Community at any time, Lclarkcpa.

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