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How to Convert QuickBooks Enterprise to Pro or Premier?

The conversion of QuickBooks Enterprise to Pro is usually done on account of changing business requirements. If you do not […]

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The conversion of QuickBooks Enterprise to Pro is usually done on account of changing business requirements. If you do not require any particular report, then it is highly recommended to switch or convert QuickBooks into the Pro edition.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

In order to transform QuickBooks Enterprise to QuickBooks Pro, a set of procedures are needed that are stated below in this article. In simple words, QuickBooks Enterprise is the updated version of QuickBooks Pro and it cannot be downgraded. Hence, to shift from QuickBooks Enterprise to QuickBooks Pro, you may need to transfer all your QuickBooks Company data. Not to mention, you need to buy a license and then activate your QuickBooks software.

What are the Advantages of Converting QuickBooks Enterprise to Pro?

It is a known fact that QuickBooks Enterprise has advanced features. Not to mention, it adds to your overall safety of the data. Data is important for every business and it never should be put at risk.

With the help of QuickBooks Enterprise, around 30 users can get access. This, in short means, that there is a high possibility of losing the entire data. QuickBooks Pro, on the other hand, enables only 3-5 users to access the data. This means it is very safe and highly secured.

One additional benefit of using QuickBooks Pro is that it is highly cost-efficient. Hence, there is no point in wasting any money by using QuickBooks Enterprise. Using QuickBooks Pro is the best option to manage business accounting.

What are the Differences Between QuickBooks Enterprise and Pro?

When comparing QuickBooks Enterprise and Pro, these two most popular editions of QuickBooks differ significantly in terms of their features, cost, usage, and security.

  • Uses: In terms of uses, small and medium size businesses prefer QuickBooks pro as it’s more cost effective and has all the basic accounting features.
  • Security: Data security is also a factor to keep in mind while choosing your go to accounting software. As in QuickBooks enterprise, it is possible to set up more than 30 users making data security vulnerable. Whereas Pro version has limited access.
  • Features: In terms of features, both versions provide users with all the basic accounting features required to run a business smoothly. But with some advanced accounting features Enterprise edition has some perks.
  • Pricing: QuickBooks Pro is specifically tailor-made for small and medium-sized businesses and is more affordable than Enterprise.

How to Convert QuickBooks Enterprise to QuickBooks Pro or Premier?

There are certain steps one needs to follow to convert QuickBooks Enterprise to QuickBooks Pro. Let’s take a look at each and every one below:

Step 1: Importing Company Files from QuickBooks

Here are the steps to import the company files from QuickBooks Enterprise to QuickBooks Desktop:

  • In order to do this, you will need to log in to your QuickBooks application.
  • Now, take a backup of the files and then you need to save it on your particular hard drive.
  • Now restore the backup and then make a copy of it. To do your work, use the copy.
  • Now, on your particular home screen, you will need to launch the enterprise version.
  • At the same time, click Ctrl + 1 to open the particular product details screen.
  • Now, click Ctrl + B along with the Ctrl + Q key.
  • Press OK.
  • On the next window, you will require to enter all the QuickBooks login details.
  • Check the checkbox for terms and services.
  • Press on Submit button.
  • Tally the list. Do as per the instructions that come up on the window.

Step 2: Exporting the Data to QuickBooks Pro

  • The moment the file has been imported to QuickBooks, you can use Internet Explorer for additional export.
  • You need to do as per the follow appearing on the window to install the controls.
  • To convert the entire file, you will need to select the option, All Financial Data.
  • Now press the option, All Financial Data Without Transactions.

Step 3: Converting the File

Here are the steps to transform the file:

  • First you must open QuickBooks Desktop on the window.
  • Select the Company file that you wish to convert.
  • Press the Convert button.
  • Do as per the prompts appearing on the window.

Step 4: Things to do after the File Conversion

  • First you need to open your Internet Explorer.
  • Now click the keys Alt+T together.
  • Now, press on the Tools menu.
  • Now go to the Internet Options button.
  • Now choose the tab titled Security.
  • Now you will need to choose the default level by resetting all zones.
  • Now press Apply and then click OK.
  • Finally, close the Internet Explorer screen.

The steps mentioned above are considered the best way to convert QuickBooks Enterprise to Pro. If you follow the given steps, you will be able to complete the task of conversion quite easily.

Still, if you face any trouble following the steps or get stuck anywhere and do not understand something, you can simply reach out to Dancing Numbers team via LIVE CHAT. Our experts are proficient in resolving such queries.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


Frequently Asked Questions (Faqs)

Why Data Migration is Crucial During the Conversion of QuickBooks Enterprise to Pro?

Conversion is needed when the present version is not useful anymore or not required. It means you are using the QuickBooks Enterprise as per your business requirement, and when these business requirements change you use QuickBooks Pro software. Hence, with the change in the requirement, the software selection also changes.

It is Possible to Transfer from one QuickBooks to Another While Converting to QuickBooks Pro from QuickBooks Enterprise?

Several things that will not be transferred are payroll taxes of the last year that you must need in determining the present year tax. Credit notes or Credit memos will not be transferred.

What are the Documents one can Export from QuickBooks Enterprise to QuickBooks Pro?

Here are the documents one can export from QuickBooks Enterprise and import to QuickBooks Pro:

• Batch transactions
• Changes made by accountants and users
• Bank transactions
• General journal entries
• Suppliers, customers, and vendors list
• Other lists like Employees, Chart of Accounts, Sales tax codes, Items, etc.
• Other transactions like supplier bills, deposits, refunds, invoices, etc.

How Would I be Notified that QuickBooks Enterprise Data is transferred to QuickBooks Pro?

There are multiple reports in QuickBooks like the Balance Sheet, Profit and Loss statement, etc., that are used to authenticate the accuracy of the converted data. If the report balance is in sync with the specific, then the file conversion is a success. If you see any discrepancy, then you need to locate the error.

Is it Possible to Convert all Companies to the QuickBooks Pro Version?

Yes. Ensure that the source company file is compatible or else the file will not be converted.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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