Upgrade From QuickBooks 2021 to 2023: Complete Guide

QuickBooks Desktop upgrade is available to download and install into your system. The upgrade is important as it helps you […]

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QuickBooks Desktop 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 with many advantages like many new features and benefits. By upgrading your QuickBooks desktop account to 2023, you can make your work more easy and smooth which helps to grow your business rapidly.

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 this article, you get to know about how to 2021 older version upgrade to QuickBooks Desktop 2023 and what things can be done with or before this.

Why Should You Upgrade QuickBooks 2021 to 2023?

There are a variety of helpful tools included with each update of QuickBooks Desktop. But, you risk missing out on additional advantages such as bug patches, new features, updated layouts, and other perks if you don’t complete a QuickBooks update download.

You can see that if you remain with QuickBooks 2019, or even 2020, you are already behind on many important accounting tasks. Several other people are still using old versions, Which is a big disadvantage to you.

You should also learn how to update QuickBooks for the following reasons:

Pro Plus and Premier Plus Subscriptions

You and your clients will receive additional benefits from the subscription versions for 2022, such as:

  • You can access the most recent version, which supports third-party operating system updates and has the newest features, security updates, and bug fixes.
  • The processing speed of QuickBooks is up to 38% faster and more reliable (64-bit).
  • Data recovery and customer support are both provided without charge on an unlimited basis.
  • There are features that provide time and money savings.
  • You can function more efficiently if you use the mobile app for QuickBooks Desktop.

Mac Plus Subscription

The subscription version for 2022 will provide you and your customers with extra benefits, such as-

  • You can access the latest version, which supports third-party operating system updates and has recent features, security updates, and bug fixes.
  • Data recovery and customer support are offered at no extra charge.
  • Automatic receipt expense transaction creation and categorization are premium subscription features.

Things To Be Done Before QuickBooks Desktop 2021 Upgrade

Few things that you are required to do before upgrading QuickBooks 2021 to QuickBooks 2022. 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.

Process of Upgrading QuickBooks 2021 to 2023

Follow the steps that are mentioned below:
There are few ways to upgrade your QuickBooks Desktop to the latest version, all the versions Pro, Premier, Enterprise of the software can use the same approach and is mentioned in detail in below.

Estimated Time: 35 minutes

Step 1: Backup Your Recent QuickBooks Version

1. Firstly, you have to open the latest version of the program that is QuickBooks 2022
2. To access the company file admin user access is needed
3. Click the file menu that is at the upper left of the tab
4. You have to go to the Backup Company option with your pointer
5. Once you have visited the Backup Company tab then you have to select the Create Local Backup option
6. A window that is Create Backup will appear
7. Then you will get a option of storing your company file backup in one of several locations
8. If you require to make any more modifications to your current backup settings then you have to click the options button within the Create Backup box
9. Software will then start cresting your backup. Then you have to close the window once the backup has been saved

Step 2: Upgrade QuickBooks 2021 to 2023 Version

Usually, you may upgrade QuickBooks either manually or automatically.

Manual Upgrade:

1. First, Log in as the administrator to your Windows computer.
2. Next, Visit the official Intuit website and download the newest QuickBooks version.
3. You’ll be given a QuickBooks upgrade path after the download is finished, which is simply the location of the downloaded file.
4. You’ll be requested to continue the installation by double-clicking on the downloaded file, and the installation instructions will display on your Install wizards

Automatic Upgrade:

You can perform the automatic process in one of two ways: set up automatic updates or plan future automatic updates.

Setup Automatic Updates:

1. To get started, Open your software and select Updates QuickBooks Desktop from the Help menu. Next, Go to the Update Now tab.
2. If you choose the “Get Updates” option, the download will start. If you are prompted to install the updated release, Choose the appropriate option.

Schedule Future Automatic Updates:

1. The most current update can be set to download later if you don’t want to do it right away:
2. First, Click Help in the menu bar. Next, Select Update QuickBooks Desktop from the drop-down menu. Finally, Return to the Options tab and click Yes to enable automatic updates.
3. Finally, Click

Step:3 Upgrade Your Company File

1. You must first use multi-user mode to ensure that only you have access to it.
2. Then, Select “Open and Restore Company File” from the File menu. Next, Choose the same backup copy as before.
3. Then, Click Continue to continue. Finally, You must open the company file by clicking on it.
4. Finally, Once you’ve logged in as an Administrator, Click the Upgrade button.
5. To achieve this, Adhere to the wizard’s on-screen directions.
6. Lastly, When the update is finished, Click the “Finish” button.

What Is New In QuickBooks Desktop 2023?

  • Subscription-based Product Lineup: Pro Plus and Premier Plus memberships will now be the only ways to purchase Pro and Premier Goods. Using this strategy, you may offer more innovative, valuable, and productivity-boosting solutions that better meet the needs of your customers.
  • Plus Benefit/Features: The desktop subscriptions for this year include a number of features that are intended to help you and your customers carry out accounting tasks more quickly and effectively than ever before.

For any further queries 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.

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
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

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 the 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 the 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.

What happens to the non-subscription product’s support?

QuickBooks Desktop’s non-subscription versions will still be supported:

2021 will be supported through May 2024
2020 will be supported through May 2023
2019 will be supported through May 2022

If a user decides to end their subscription, what happens? Will they be able to run the program they downloaded earlier?

The data entered into QuickBooks Desktop will always belong to the users. If they decide to cancel their membership, they will no longer have access to the software, but they will still be able to view their company data on any computer with a working license. They can reopen their data files whenever they renew their subscription after it expires. Accountants can view their clients’ files if they are running a current, compatible version of QuickBooks Desktop.

Will customers who have subscriptions still be needed to update on a regular basis?

If and when new updates or upgrades become available, users will be notified. These can be installed in four clicks and a few minutes. To access powerful new features, enhance communication between accountants and customers, and make sure you have the latest security updates and third-party operating system support, QuickBooks always advises updating to the latest version. To make sure they are easy to use, any new features will be highlighted and supported with a walk-through.

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

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

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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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