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 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.

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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