How to QuickBooks Desktop 2021 Upgrade to Latest Release?

QuickBooks Desktop 2021 upgrade is available to download and install into your system. The upgrade is important as it helps you to fix the problems that you are facing in your older version. The upgrade provides you many advantages like many new features and benefits. By upgrading your QuickBooks desktop account, you can make your work more easy and smooth which helps to grow your business rapidly.

In this article, you get to know about how to upgrade to QuickBooks Desktop 2021 and what things can be done with or before this.

Things to be done Before QuickBooks Desktop 2021 Upgrade

Few things that you are required to do before upgrade to QuickBooks 2021. These things are mentioned here:

Take a backup of your company files
Check for system requirements
Verify that all the components of Windows are updated
The Windows system is also up to date.

What are the Steps to Perform QuickBooks Desktop 2021 Upgrade?

The steps are mentioned here in detail so that you can easily perform them on your own. Just follow the steps accordingly and get a QuickBooks Desktop 2021 upgrade.

If You are a New User

Install QuickBooks Desktop 2021

To install QuickBooks Desktop 2021, you have to download the file and then prepare for the installation. After that, install the software on your system. Follow the below-mentioned steps:

A. First, You have to Prepare for the Installation

To prepare, you have to take the backup first.
Then keep the license and product key handy so that you can provide them whenever required.

B. Now, You have to Download the QuickBooks Desktop 2021 Version

Download the QuickBooks Desktop 2021 installation file
Save the file on your system
You can also change the location to save the file where you want to

C. Install the QuickBooks Desktop 2021

Go to the location where you saved the installation file of QuickBooks
Double-click on the file to start the installation
The install Wizard window opens up
In this, go according to the instructions shown to you
Also agree to the terms and conditions and license agreement when shown
Continue steps by clicking on the Next button
Also, enter the information about the product and license key that you have to activate the software
Choose the correct install type that is correct for you

1. Custom and Network install

The custom install is recommended as it is easy to do. Perform it if:

You set up the multi-user network
You install the QuickBooks in any other location that is different from the default location
Hosting the company file on the server.

The steps for custom and network install are:

Choose the option Custom and Network
Click on the Next button
Select the option that to tell how you are going to use the QuickBooks software
You have to select the option Change the install location
Then click on the Browse button to select the location where you want to save the QuickBooks folder
Click on the Next button to start the installation
When done with installation click on Open QuickBooks

2. Express Install

The express install is recommended if:

You are a first-time user
Using QuickBooks on a single computer
Reinstall the QuickBooks Desktop.

Steps for express install are:

Click on the Express install option
Then press the Next button
Click on the Install button
When done, choose the Open QuickBooks option.

D. After installation Activate the Software

Click on the Help menu option
Further, choose Activate QuickBooks Desktop option
Follow the steps that are shown on your screen to complete the activation.

If You are an Existing User

Upgrade Your Company Files

A. You have to First Prepare a Company File

Open QuickBooks Desktop the original version
Go to the File menu
Then click on the Open or Restore file option
Select and open the file that you want to upgrade
After opening the file in QuickBooks, press the F2 key from the keyboard
It opens up the Product Information window
Go to the File Information section
From here, you have to note down the location of the file saved into your system
Then run the Rebuild Tool for the company file
In this, you have to verify the data and then rebuild the data

To Verify Data

In QuickBooks, click on the File menu option
Further, select the Utilities option
Now choose the option Verify data in further cases
- If your data has lost integrity then continue with Rebel data to correct the issue
- QuickBooks detected no problem in your data so there is no further action required
- If you get any specific error on your screen then fix it.

To Rebuild Data

Click on the File menu
Further, select the option Utilities
In this choose Rebuild data
You get a message as a warning on your screen to backup your files
Click on the OK button
After backup, click on the OK button when you receive an on-screen message that Rebuild has completed.

By running this rebuild tool the file is prepared for the upgrade.

B. Upgrade Company File

First of all, check that all the users have logged out of the company file
Now, open the new version of your QuickBooks desktop
Go to the File menu option
Further, click on the Open or restore company option
Then click on the Next to continue
If you have a company file then open it or you can also open a backup file to restore it to your account
Browse the location for the company file and select the location
After selecting the location, click on the Open button to open the company file or the backup file to restore
Verify that you have signed in to your company file as the admin user
Before the upgrade, you have to check OK then the backup is created automatically of the existing file and save the backup to your system at the desired location
Then click on the update now button to start upgrading your company file
After finishing the upgrade process, click on the Done button.

C. Update QuickBooks

Update QuickBooks Desktop 2021 here are the steps that you have to follow:

Go to the QuickBooks Desktop icon
Right-click on it and then select the option Run as administrator
Now, click on the Help menu option from the top of the QuickBooks window
From the drop-down menu, select the option update QuickBooks Desktop
Now click on the Options tab
In this, tick mark the checkbox Mark all
Then click on the Save button to save all the changes
Now, go to the Update now tab
In this tab click on the Reset update check box
When you are all set, click on the Get updates button
It downloads and installs all the updates of your QuickBooks software
Restart your computer and then again start your QuickBooks software.

QuickBooks Desktop Upgrade 2021 is easy to do and helps you to fix many errors and problems. It is beneficial to upgrade to 2021 and get many new and improved features. Just upgrade and grow your business by making your accounting easy.

For any further query connect with the Dancing Numbers team. The team members are professional and available 24 by 7 hours. Get assistance from the team whenever required for any issue, error, problem, or query.

How to Check remaining Data Damage while QuickBooks Desktop 2021 Upgrade after Running Rebuilt Tool?

You have to run the Verify data again
Click on the File menu
Further, select Utilities
Then click or Verify Data
If this detects some other additional damage then you have to correct it manually
If you are not able to correct it then restore the backup locally.

How to Check for the Latest Release if I am Booking for QuickBooks Desktop 2021 upgrade?

Open QuickBooks Desktop
From the keyboard, press the F2 key
It opens up a Product information window
From here, you get to know the version and release you are using currently.

Where can I find my Product and License Key for QuickBooks Desktop 2021 Upgrade?

It depends on the purchase type that you have done online, offline, from the website, and more. This goes like this:

If you bought it offline from a retail store then check the original package label for the product and license keys.
If you bought it online from some website then find it in your email that you used while purchasing the product.
If you are reinstalling it then you can find the product and license key in the Customer Account Management portal.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

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

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

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

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

Pricing

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

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

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

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?

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.

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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.

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