How to Upgrade QuickBooks from Older Version to a New Version?

by James Antonio

It is important to upgrade the company file so that it works seamlessly in newer versions of QuickBooks Premier, Desktop Pro, and Enterprise.

When you upgrade to a newer version of QuickBooks Desktop, you are required to upgrade company files too.

Note: It is not required to upgrade a company file when you switch to a completely different edition like Pro, Enterprise, or Premier.

What is upgrading QuickBooks from an older version to a new version is all about?

It means that your QuickBooks company file can be upgraded only by the admin user; however, it should not be done over a network.

Upgrading QuickBooks from an older version to a newer one also states that once the company file has been converted into the newer version, it will not be possible to open it in the older one.

Why do you need to upgrade QuickBooks from an older version to a new version?

In the newer version of QuickBooks, you get an enhanced version and features and bug fixes in comparison to the previous version.

In other cases, QuickBooks users may need to upgrade the software since the business has grown exponentially, and the older version can no longer sustain the volumes of data that are processed in the software.

How to Upgrade QuickBooks from an older version to a new version?

When you open QuickBooks in its newer version, you are asked to upgrade the company file. Here is how you do it:

Step 1: Ensure that all the users have logged out of the company file.

Step 2: Open your specific new version of QuickBooks Desktop.

Step 3: Choose Open or Restore Company in case the company file is not open. You can also move to the File menu and choose Open or Restore Company.

Step 4: Choose Open a company file and click Next

Step 5: Browse your computer system and select the file and click Open

Step 6: Sign in to the company file as the admin user.

Step 7: Prior to upgrading, QuickBooks automatically prepares a backup of the existing company file. You can choose Change This Default Location to Store and save the particular backup file in a specific folder.

Step 8: Choose Update Now and initiate the upgrade.

Step 9: When QuickBooks completes, click Done.

Your company file is ready to be open in the latest version of QuickBooks Desktop.

Is it Possible to Revert an Updated File to its Original Version?

No. It is not possible.

Can anyone Convert a Company File in QuickBooks?

No. Only Admin can do it.

How to Prevent your File from getting Damaged During Conversion?

Convert the file on the server workstation, where it is saved in order to prevent it from getting damaged.

Features of Dancing Numbers for QuickBooks Desktop





How Dancing Numbers Will Help You


Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Receive Payment
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Journal Entry
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items


Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows


  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business



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


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


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


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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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