Upgrade to QuickBooks Enterprise from Pro or Premier

Several QuickBooks Desktop Premier or Pro users try to upgrade to QuickBooks Enterprise. Advanced inventory and core features along with […]

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Several QuickBooks Desktop Premier or Pro users try to upgrade to QuickBooks Enterprise. Advanced inventory and core features along with advanced pricing features usually what forces users to upgrade to QuickBooks Enterprise solutions. It makes it quite clear that there are some functionalities that are specific to Enterprise solutions.

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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.

If you use QuickBooks Pro/Premier or QuickBooks Desktop and looking for a reliable route to upgrade to QuickBooks Enterprise, then this article is perfect for you. In this article, we will dig deep to make you understand the steps to upgrade to the Enterprise version. Hence, please read the article till the end.

Why do you Need to Upgrade to QuickBooks Enterprise from QuickBooks Pro or QuickBooks Premier?

Out of the numerous benefits provided by QuickBooks Enterprise, the new specifications and scalability are the ones which pull users towards it and go for the upgrade.

Here is a brief overview of the latest features that are included in QuickBooks Enterprise:

  • QuickBooks Enterprise was created with Windows terminal services. It means that it is flexible to run with several users who are linked with the same Windows server.
  • QuickBooks Enterprise has nearly 15 custom item fields along with 12 custom name fields. On the other hand, QuickBooks Pro and Premier is limited to 5 custom item fields and 7 custom name fields. Not to mention, the QuickBooks Enterprise version can easily be configured, enabling the custom fields to have data field format input conditions along with drop-down menus.
  • A key factor due to which QuickBooks Enterprise is considered better than its other counterparts is that you look for items within transactions that helps you to utilize description, part number, or a particular custom field to look for a particular item.
  • The prime feature that separates QuickBooks Enterprise from QuickBooks Premier or Pro is that the Enterprise version can handle huge company file sizes compared to the QuickBooks Pro or Desktop.
  • The QuickBooks Enterprise version has the capacity to accommodate nearly 30 to 40 users, while the QuickBooks Premier or Pro version is restricted to 3 or 5 users.
  • The QuickBooks Enterprise feature upgrades to the current version available automatically with the help of an active subscription.
  • The Enterprise version is installed with default classes. It enables you to allocate a class in transactions to a particular name, account, or item.

The list of the key features that are included in the QuickBooks Enterprise version is not limited to the ones mentioned above. There are several other additional features that makes you comprehend why users wish to upgrade to the Enterprise version from QuickBooks Desktop or Pro.

Additional Features of QuickBooks Enterprise Compared to Pro

The QuickBooks Enterprise version is considered to be the most advanced version of your accounting software. If you strive for more features, you can give this version a shot. No doubt it will offer you additional features, compared to QuickBooks Pro.

  • Increased Powerful Reporting: In case you are not happy with the reporting facility of the present version, QuickBooks Enterprise can be used. It has several powerful reporting features for users. This will assist you to handle all your business requirements with ease.
  • Robust QuickBooks Version: The QuickBooks Enterprise version is considered to be one of the most robust versions of the accounting software compared to its other counterparts. You will be aided with strong performance and improved features. Add to it, it is not difficult for new users. The features are similar to QuickBooks Pro.
  • Increased Capacity: Compare to QuickBooks Pro, QuickBooks Enterprise has 6 times increased capacity. As a result, you will be able to monitor more clients, and customers, along with business activities. Furthermore, you will be presented with the option to add 30 users who can utilize it for effective business account management.
  • Customizes Support and Assistance: If you use QuickBooks Enterprise, you are entitled to customized guidance and assistance. The support team offers the best assistance for any kind of issue or query in QuickBooks Assistance. You are not charged anything extra for it.
  • Using on Any Device: It is possible to use QuickBooks Enterprise anywhere or anytime on any kind of device. With QuickBooks Enterprise, account management has turned very easy. You can also handle the accounts of several on-the-go businesses with QuickBooks Enterprise.

Steps to QuickBooks Pro to QuickBooks Enterprise Upgrade

Here are the steps to upgrade QuickBooks Premier to QuickBooks Enterprise:

Step 1: Ensure that Your Computers and Server can Run the Particular QuickBooks Enterprise

Review the system necessities for QuickBooks Desktop Enterprise.

Step 2: Install the Latest Version of Enterprise on the Server

Download the latest version of QuickBooks Desktop Enterprise before you begin.

  • First, you have to close all running programs, including anti-virus programs.
  • Click the downloaded Enterprise file twice.
  • Select Database Server and QuickBooks Application, then select Server Install.
    • It is advised to upgrade over your previous version if you have a server-only installation. Also, you can use a full program install.
    • You can install over the previous version if you already have the whole program with the QuickBooks Database Manager installed on your computers. You can keep both versions. The services for one or more installed versions will be operated by a one database manager.
  • To complete the installation, follow the onscreen instructions. If an error notice appears during installation, restart your computer and try the installation again.
  • In the latest version of QuickBooks, open your company file.
  • You have to sign in as the Admin. Before updating your file, QuickBooks will make a backup of it. The company file will open once it has been updated.

(Optional) After your new version has been properly installed, you can remove older versions of QuickBooks from the server, along with any database managers.

How to do it:

  • Go to Windows Start and choose it.
  • After choosing Settings, choose Control Panel.
  • Then you have to select Add or Remove Programs option.
  • Find the outdated version of QuickBooks, click Uninstall/change, and then follow the on-screen instructions.

Step 3: Configure Network and Server Settings

Here’s how to configure your network to run QuickBooks in a multi-user setting.

  • First, you have to select the Windows Start button, then you have to select Programs.
  • Then choose QuickBooks Database Manager after selecting QuickBooks.
  • Now you have to select Scan Folders.
  • Add the location of the company file folder.
  • Then do a folder scan. Your company file will be visible at the bottom of the window.
  • Database Server Manager should be closed.

Step 4: Install the Latest Version of Enterprise on all Your Workstations

Uninstall Previous Versions of QuickBooks Desktop Enterprise

Verify that Enterprise is running on the same version across all of your workstations before you begin. You won’t be able to open the company file once Enterprise upgrades if a workstation is running an older version of it.

To uninstall all old versions of Enterprise from every workstation:

  • Select Settings from the Windows Start menu.
  • Then you have to select Add or Remove Programs, then click on Control Panel.
  • Find the old version of QuickBooks, click Uninstall/change, and then follow the on-screen instructions.

Download the Latest Version of QuickBooks Desktop Enterprise

Install the most latest of QuickBooks Desktop Enterprise on the workstation if you haven’t already.

Install QuickBooks Desktop Enterprise’s most recent version on workstations.

  • First, you have to close all running programs, including anti-virus programs.
  • Click the downloaded Enterprise file twice.
  • Select Database Server and QuickBooks Application, then select Server Install.
  • Select Express. Make sure to select the Custom and Network option if you choose it. I’ll be using QuickBooks on this computer, but the company file will be on a different computer.
  • To complete the installation, Follow the onscreen instructions.
  • In the latest version of QuickBooks, open your company file.
  • You have to sign in as the Admin. Before updating your file, QuickBooks will make a backup of it. The company file will open once it has been updated.

Step 5: Move Your Data from Premier or Pro to Enterprise

Prior to shifting your data to Enterprise, ensure to take a backup of your company file. Once your files are shifted to Enterprise, it is not possible to open it in QuickBooks Premier or Pro.

Taking a backup of company files is easy with the help of the steps provided below:

  • Choose File and then choose Create Backup.
  • Choose a safe location for your particular file, like a different server or computer.

Now you are required to update your company file after you have taken a backup of your company files. For that, follow the steps provided below to update your particular company file to function with QuickBooks Desktop Enterprise.

  • Open your QuickBooks Enterprise. Now open your particular company file.
  • Add the Admin password. Now select OK
  • Put a check on the option, I understand that my company file will be updated to this new version of QuickBooks. Now press the option, Update Now.
  • Choose OK to take a backup of your particular data and do as per the prompts provided on the window in order to take a backup of your company file.
  • Choose Yes to update your particular file.

Step 6: Configure User and Lists Permissions

QuickBooks Enterprise has the same appearance, and feel, plus identical features to your last QuickBooks version. You will function in a similar environment.

Configure user and lists permissions

Your list for customers, vendors, items, etc., will be shifted to QuickBooks Enterprise. You will not have the same restrictions on your particular data.

It is also possible to alter the permissions you provided to every user with nearly 30 concurrent users.

How to Fix Update Problems in QuickBooks Enterprise

If you experience an issue or come across a problem when you are trying to update, we are here to assist you.

Here are the steps to solve QuickBooks Enterprise Errors:

  • Choose File. Now select Utilities and then choose the option, Restore Backup for the previous QuickBooks version.
  • Choose the three dots that are beside the field for backup filename.
  • Locate and choose the QuickBooks backup done during the update procedure. Now choose Open. The default place is where the backup company files are saved.
  • Now choose the three dots beside the field for Restored name.
  • In the list for Save In, choose the folder where you wish to save the particular restored company file. We suggest you to save it in your particular desktop.
  • Add a unique name for the particular restored file in the field for the File name. Now choose Save.
  • Now press OK.

Here are the steps to resolve issues in the last version of your QuickBooks account:

  • Navigate to the File menu. Now choose Open or Restore Company. Now select Open a Company File.
  • Open the file restored.
  • Navigate to the File menu. Now choose Utilities and choose Rebuild Data and do as per the on-screen prompts.
  • Once the Rebuild is finished, exit from your last version of QuickBooks.
  • Choose the currently rebuilt company file on your particular desktop and choose OK.

We hope that with the conclusion of this article, you have understood thoroughly how to upgrade QuickBooks Pro to QuickBooks Enterprise.

Still, if you encounter any problem or need any technical assistance, you can reach out to our Dancing Numbers team of Experts.

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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

Can I use my Company Data in Premier or Desktop Pro after the QuickBooks Enterprise Conversion?

Yes. It is possible to use the company data in Premier or Desktop Pro after the conversion to QuickBooks Enterprise. But there are some changes done in QuickBooks Enterprise that will not show in the Premier or Desktop Pro version.

It is ideal to install the particular upgrade to a new place instead of overwriting the present version of QuickBooks. In order to upgrade your present QuickBooks version, users should clear their particular system prior to updating their particular software. The cleaning process comprises removing or clearing unnecessary files along with caches that help to delete data corruption.

Upgrading QuickBooks is completely free. The moment that update comes, users are provided with a message stating the same, After opening QuickBooks, it is important you press on Update and do as per the prompts provided to successfully install the updates.

Generally, it takes a few minutes to upgrade QuickBooks. Usually, it takes around 25-30 minutes for the upgrade to finish successfully minus any malfunction or errors.

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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