How to Prepare your QuickBooks Company File for an Upgrade

How to Prepare your QuickBooks Company File for an Upgrade

Upgrade General Info:

Before any major upgrade to your Quickbooks software. We highly recommend going through the steps to prepare your company file, in order to avoid any issues going forward.
When we refer to "Major Upgrade", it means that you would, for example, be upgrading from QuickBooks Enterprise v16 to QuickBooks Enterprise v18.
This article will guide you through some of the steps that we recommend before performing the upgrade. 
gotomyerp will perform the upgrade, on both your Quickbooks software,  and update your Company Files. 

In addition, please note that any company file converted to Enterprise from a Pro or Premier version can no longer be converted back.
Diclaimer About Quickbooks Major Upgrades:
Even though gotomyerp performs Quickbooks major version upgrades to your environment, we can only assist with issues as it relates to the functioning of the system. 

Any data related problems resulting from upgrades are the client's responsibility.

Outside consulting is available, priced and scheduled separately.

Preparing The Company File For Converting

  • Before we attempt to convert the company file we need to double check the data for errors. If you fail to double check for errors you could face some nasty problems later on down the road.
  • Ensure you do not have any non-alphanumeric characters in the name of the company file (!@#$%^^&*)
  • Resort all six of the major lists (Vendors, Employees, Customers, Items, Chart of Accounts, and Other Names)
    • Vendors, Employees, & Customers - Go to each of their respective lists
      by clicking the icon on the top bar. When viewing the list go to View > Re-sort List
    • Other Names - Go to List > Other Names List and then click View > Re-sort List
    • Items - Go to List > Item List and click Account in the bottom left, the last option is Re-sort List
    • The Chart of Accounts - Go into the Chart of Accounts and click Account in the bottom left, the last option is Re-sort List
  • Reset the admin password and the password hint
  • Rebuild the data - Read up on rebuilding your company date here at Intuit
  • Verify the data - Read up on verifying the data here at Intuit
  • Read the QBWin.log file and search for any errors - Read up on the QuickBooks log file here

    • Related Articles

    • Rebuild Verify QuickBooks Company File

      GENERAL Some times you need to Run Rebuild or Verify QuickBooks Data on a company file. Please follow the below Steps REBUILD QUICKBOOKS DATA To run the Rebuild you need the following Ask all the users to logout of the company file on which you need ...
    • How do I create a Quickbooks portable file and restore it?

      Summary A portable file (QBM) is a type of a Quickbooks company backup file, which is much more compressed than the regular Quickbooks Backup file (QBB). Typically, it is used to have a compact version of your file for storing, or moving. In some ...
    • Getting an "Update Company File" prompt when opening Quickbooks

      Problem: When opening your Quickbooks Company File, you might receive a prompt similar to the following: (The way this looks may vary depending on which version of Quickbooks you are running) Solution: This message pops up when a Quickbooks update ...
    • How to improve the performance of your QuickBooks company file

      Summary: Like every database-driven software, maintenance is required on a regular basis to keep your database (or in the case of QuickBooks, your Company File) healthy. This article will walk you through a few tips that will help you keep your file ...
    • How to Add or Edit Users to Quickbooks Company Files

      If you already have created a gotomyerp users for general access (using the Onboarding Portal) but are looking to create or edit an application level user, inside the Quickbooks company file, please follow the below instructions. 1. Log in to the ...