Compatability between Versions

You can still purchase the one time license for QB Desktop 2022 Accountant edition to help your clients with QB Desktop 2021 and 2022. You can ask your client with QBD 2017 to purchase the one time license for QB Desktop 2021 to upgrade it. Intuit will release QB Desktop 2023 next month and there is no longer a one-time license product.

Hi there, @rosytaxes.

Thanks for posting here in the Community. I'll share some insights about compatibility between you and your clients' versions of QuickBooks Desktop (QBDT).

When you upgrade your QBDT program to the 2022 version, you'll have full access to your client's data with the 2021 version. However, for the 2017 version, you'll want to follow what Fiat Lux - ASIA has suggested above. This is because you can only access a client's file if the gap between the versions is just one year and if you have the more recent one. Once your client purchases a one-time license for QBDT 2021, you can now also upgrade their company files.

For more information about the compatibility of the versions of the accountant's copy and the QBDT program, please refer to this article: Use the Accountant's Copy.

I'm also including this link to learn what features are included in the program and how you can use them to benefit your business.: What’s new in QuickBooks Desktop 2022.

Let me know if you need have further questions about upgrading your QBDT program. We're always here to help you. Have a good one.

When I download the 2022 software version, I don't want my 2017 version to be affected.  Is that possible?

I'm here to share a few information about the overview when downloading the latest software, rosytaxes.

Once you download the 2022 QuickBooks Desktop version, it doesn't affect any data of your 2017 version. You'll have to use the latest version so that QuickBooks will work with the recent fixes. Apart from this, technology moves at a very rapid pace. Hardware and operating systems change, which means older products will struggle to keep up with a more modern computer. 

Lastly, once you open a company file to a newer version, you can no longer open it in any earlier version. It's because different QuickBooks versions utilize a dissimilar process of compressing backup files. Thus, it's likely very important that you'll have to upgrade your company file to a newer version so you won't have a  hard time working with your data. Here's how:

1. Open your new version of QuickBooks Desktop.
2. Select Open or Restore Company if you don't have a company file open. You can also go to the File menu and select Open or Restore Company.
3. Select Open a company file, then Next.
4. Browse your computer for your company file. Select it and then select Open.
5. Sign in to your company file as an admin user.
6. Before you upgrade, QuickBooks automatically creates a backup of your existing company file. You can select Change this default location to save the backup in a specific folder.
7. Select Update Now to start the upgrade.
8. Click Done.

Furthermore, I'm attaching this article that you can utilize in case you need to import some data to your QBDT: Import and export data in QuickBooks Desktop.

More questions about QuickBooks? Drop a comment below and I'll always be here to assist. 

Hi Kevin,

If I purchase QBDT 2024 Accountant's version, will I be able to open (i.e. convert to QBA) my client's QBX files generated in his 2023 Desktop Enterprise Solutions version and then send him back my QBY file generated in my QBDT 2024 Accountant's version, for him to import into his 2023 Desktop Enterprise Solutions version?

With much thanks,

HBCPA

Hi there, @HBCPA.

Let me share info about QuickBooks Desktop (QBDT) 2024 Accountant's copy and its compatibility with QBDT Enterprise 2023.

You’ll need to ensure your accountant’s QuickBooks version matches your QuickBooks Desktop or Enterprise version. For example, if you have QuickBooks Desktop Premier 2023, your accountant needs QuickBooks Desktop Accountant 2023 to open your Accountant's Copy.

For more info, feel free to read this article: How to use the Accountant's Copy.

If you want to change your accountant's copy to a regular file, you can read this article: Convert an accountant's copy to a regular company file.

For additional questions about QBDT Accountant copy compatibility, leave a reply below. Keep safe and have a good day.

@HBCPA 

You have to use QB Desktop Enterprise Accountant 2023 or 2024 (not QB Desktop Accountant 2023 or 2024) to open your client's accountant's copy file. Another option, you can use the trial version of QB Desktop 2023 Enterprise but your client will have to stop any activity.