QuickBooks Premier to Enterprise Conversion

by James Antonio

If your business has outgrown QuickBooks premier edition then it’s time to switch to the more robust platforms or advanced edition. It means you need to perform QuickBooks premier to Enterprise conversion process that allows you to do more with data. Due to the increased size of the database, it makes sense to move to the Enterprise edition. It has compatibility capability so you can make modifications as the business takes different directions. With more room to grow for both data and users, Enterprise includes advanced features. With the enhanced features, you can gain clear insights of the financial to make more informed decisions for your business. Let’s explore QuickBooks Premier to Enterprise conversion in detail via the below write-up.

Conversion Specifications:

Benefits of QuickBooks Premier to Enterprise Conversion

  • The conversion process from a Premier version to the Enterprise solution is quite similar to any version upgrade with a couple of key differences and the remaining are almost the same.
  • Save time tracking all your financial transactions.
  • With the Enterprise solution, you will get a more enhanced password protection feature.
  • Efficiently manage inventory and pricing.
  • It will allow you to search from the customer: job, item list, and vendor.
  • The enterprise solution has also been re-engineered that helps you to manage huge data files for improved speed and performance.
  • It also supports remote access via a VPN.
  • The user interface is almost similar to the Premier product.
  • QuickBooks Desktop Enterprise solution lets you access multiple users simultaneously for the same company file.
  • As your business grows, you can buy more licenses as per your requirements.

Step by Step Process for QuickBooks Premier to Enterprise Conversion

Follow every step very carefully in order to make your conversion smoothly with less effort:

Step 1: Back up the Company File

Before you convert your data from Premier to Enterprise, make sure to backup your company file. Once you convert the file to Enterprise, you are no longer to open it in QuickBooks Premier.

  • To back up your company file before you continue to conversion process:
  • Go to the File menu and then choose the option “Create Backup”
  • Choose the safe location for the file like a different computer or server.

Step 2: Register the Enterprise Edition

  • After registering for the Enterprise solution, you can take advantage of the many benefits that come with this QuickBooks edition.
  • First, start QuickBooks Desktop Enterprise
  • Go to the Help menu and select Register QuickBooks
  • Hit the “Begin Registration” and then perform the instructions that appear on your screen.

Step 3: Set up multi-user Hosting

If you’re planning to use more than one user hosting then you need to set up the multi-user hosting. But in case, you are going to use a single-user host then you can skip this step.

  1. To set up multi-user hosting on Remote Desktop Services Server:
    • ON the server
    • Not applicable on workstations
  2. To set up multi-user hosting on Workstation with Enterprise installed and stores the company file (peer-to-peer environment):
    • ON the server
    • OFF the workstations
  3. To set up multi-user hosting on Central Server:
    • ON the server
    • OFF the workstations

Step 4: Update your Company File

Now, you have a backup of the current file and the next move is to update the company file to work with QuickBooks Desktop Enterprise:

  • Initially, open Enterprise solution and then open the company file
  • Enter the Admin password and then hit OK
  • Tick the checkbox named “I understand that my company file will be updated to this new version of QuickBooks”
  • Next, select the tab “Update Now”
  • Click ok to backup your data and perform onscreen instructions to backup the company file
  • At last, hit “Yes” to confirm the update your file once prompted.

So, the above is the complete QuickBooks Premier to Enterprise conversion! When you receive your company file then you can pick up right where you left off with no need to re-enter data or fix anything.


Which and all Versions can QuickBooks Desktop Enterprise be Converted to?

QuickBooks Desktop Enterprise can be converted to QB Pro, Premier, Accountant, Mac, or QB Online. Likewise, you can convert your QuickBooks Pro, Premier, Accountant, and Mac to QuickBooks Desktop Enterprise.

Is there any Data that Cannot be Converted?

No, you can convert 100 percent of your data including all transactions, lists, users, templates, payroll, etc. Without any risk of loss or damage of your damage, you can easily convert the above listed data related to QuickBooks.

Can we add Additional Licenses to my QuickBooks Desktop Enterprise License?

Yes, you can add additional licenses to your QB Desktop Enterprise license by following these steps:

● Initially, go to the Help menu >> Manage My License
● Select the Buy Additional User Licenses
● To complete the process, you have to follow the instructions that appear on your screen.

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

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.

Dancing Number

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