Upgrade QuickBooks 2020 to 2022, 2023 (Pro or Enterprise)

If you are a QuickBooks user then you would always be looking for ways to make your accounting software more […]

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If you are a QuickBooks user then you would always be looking for ways to make your accounting software more useful and efficient. In order to do it, you will be required to update your QuickBooks Desktop version, from an older version to a newer version. It will ensure that you are equipped with the latest and current features along with tools that may not be present in your previous version.

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 today’s article, We will talk about the key points to upgrading QuickBooks from 2020 to 2023.

If you wish to upgrade the QuickBooks 2020 to QuickBooks 2023 version, then you no longer need to worry about it. This is because the QuickBooks 2022 upgrade has been launched by Intuit already. It is available on the official website of Intuit. The current QuickBooks Desktop version 2022 is subscription-based accounting software. It provides improved collaboration between clients and accountants.

Not to mention, It will also make sure that current security patches along with 3rd party operating system support. Read on to learn about the easy and convenient steps to update QuickBooks 2020 to QuickBooks 2023 version.

What are the things to be Done Prior to Updating QuickBooks 2020 to 2023 Version?

Prior to moving with the update procedure, It is imperative that you save a copy of the company files. It will serve as a backup in case any technical problem arises during or after post upgrade. It will help you to prevent any loss of data, files, progress, etc.

Here is the List of the Steps one needs to Perform to Create Company Backup Files:

Step 1: First, You need to open the QuickBooks software.

Step 2: Now login to the company files with Admin access.

Step 3: Now go to the toolbar that is available at the top of your window and then use the File menu.

Step 4: Find the Backup company option where the File menu is newly opened.

Step 5: Now, To prepare a local backup, navigate to the Back-up Company menu and choose the option, Create Locate Backup.

Step 6: It is possible to edit the backup settings on the new screen by selecting between a local backup and an online backup.

Step 7: When the settings are as per your satisfaction, Press Next.

Step 8: Lastly, You must wait for the particular back process to finish.

How to Upgrade QuickBooks 2020 to the 2023 Version?

Here are simple and easy methods to update to the current version, But the only advice is to do it as per the order stated below:

Step 1: The first step in this update procedure, you need to Download the QuickBooks 2022 Version.

Step 2: Now you need to save it in a secure and safe location that you may like.

Step 3: Once downloading is completed, you must install it.

Step 4: To finish the installation, Navigate to the section where the downloaded file is stored.

Step 5: Now, Locate and then click the downloaded .exe file twice.

Step 6: Once the installation is over, Comply as per the instructions available on-screen.

Step 7: Once the software is installed in the right manner, You need to activate it.

Step 8: Now, You need to upgrade QuickBooks and then combine data into the current version.

Step 9: It is also possible to store a backup and keep it offline or in the cloud.

Step 10: Later on it may help you to upgrade.

What are the Preparations to Upgrade the QuickBooks Company File?

The preparation to upgrade the company file manually is needed only when the file is not updated manually.

Here are the steps to upgrade company files manually:

Step 1: First, as an Admin you need to run the QuickBooks Desktop on the actual version you are utilizing prior to upgrading.

Step 2: Now, You need to go to the top left end of the QuickBooks screen and then choose the File menu option.

Step 3: Select the option, Open or Restore file from the provided drop-down menu.

Step 4: You need to select and open the particular file to update it to the currently updated software.

Step 5: When the particular file opens, You need to click the F2 key from your given keyboard.

Step 6: Now in your application, The product information screen opens up.

Step 7: Take note of the file location where it is saved in your particular system.

Step 8: You need to authenticate the data of the particular company file. You can do it by running the Rebuild Tool.

Step 9: Lastly, The file is ready for the upgrade.

How to Upgrade the QuickBooks Company File?

Once QuickBooks is updated to its latest version, it is important and mandatory to update the company file too.

Here are the steps to update the QuickBooks company file:

Step 1: First, You need to ensure that you are using the multi-user mode. This mode enables you to use several computers at once.

Step 2: Now choose Open and Restore Company File from the particular file menu.

Step 3: Now navigate to the particular backup that has been created by you and press on the same.

Step 4: In order to continue the process, select and press the tab Continue.

Step 5: Now you need to open the Company File by choosing it and press the Open Button.

Step 6: Now you need to log in as an Admin and then choose the Upgrade option.

Step 7: Comply with the on-screen instructions to do it.

Step 8: Press the Done button when the update process is finally complete.

What are the Latest Features of QuickBooks Desktop Version 2023?

QuickBooks Desktop for Windows is having a new look. The latest upgrade of QuickBooks is all about automation that can help you to boost your business and its productivity. The improved movements in QuickBooks 2022 are displayed for everyone.

Here are the Latest Features of the Version 2023 lineup:

  1. Subscription-based Product lineup: Only Premier Plus and Pro Plus subscriptions are available for our Premier and Pro products. This approach enables us to offer value-added, innovative, and productivity-boosting solutions that address the requirements of the customers in a better way.
  2. Desktop subscriptions comprise several innovations that are created to help you and your respective clients carry on accounting activities quicker and more competently than before.
  3. With QuickBooks 2023, it is easy to schedule and then pay for your expenses. You can access the funding source you want and give it to your vendors in the physical or digital format they like.
  4. Direct submission of documents to particular transactions through the QuickBooks Desktop mobile app that fastens the process.
  5. You can select the right recipients from the vendor contacts or client lists to send emails more swiftly.
  6. Thanks to the quick and reliable 64-bit QuickBooks, accounting activities can now be wrapped up faster by 38%.
  7. It is possible for updated QuickBooks to automate bill inputs with the help of the QuickBooks Desktop mobile app or email address and thereby saving you enough time. You just need to import and check.
  8. By emailing bill payment stubs (to your respective vendors) that are customized, it is possible to maintain a consistent and completely professional line of communication.
  9. Combine your e-commerce platforms with the current QuickBooks to handle your inventory and online sales efficiently.

Updating QuickBooks 2020 to the 2022 version will definitely add a boosting factor to your business and integrate a competitive advantage. In comparison to others who use old versions, the current version has a great accounting system, thanks to the upgrade.

The steps mentioned above are quite easy and smooth when carried out in the provided sequence. Our Dancing Numbers experts are at your disposal 24×7. You just need to explain the problem in detail for an instant and effective solution.

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

How to Upgrade QuickBooks Desktop with the help of a Subscription?

When the latest version of QuickBooks is released, a notification appears when the program is opened. It is possible to upgrade QuickBooks with the steps given below:

• Choose the option, Upgrade Now when you are ready.
• If you wish to keep your present QuickBooks, select the option, Keep old Version on my computer.
• Now, Select Let’s Go.
• The current version of QuickBooks is downloaded. Then it is installed and activated by QuickBooks.
• Choose Open QuickBooks when the particular update is complete.

What is the Meaning of QuickBooks 2022 Version Modification? How it can Benefit the Clients?

Here is What the QuickBooks 2022 Version Modification implies:

• Upgrading to QuickBooks Desktop Premier or Pro Plus at any time.
• Customers seeking more collaboration can use QuickBooks Online or Online Advanced which are cloud-based preferences.
• To get state-of-the-art tools and get more power, QuickBooks Enterprise is a great option for businesses that are prospering.
• The customer date will be migrated immediately, within minutes.

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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