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Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro

Forum|Forum|6 years ago
March 5, 2020
5 replies
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I have a new client, the previous accountant was runing Quickbooks Enterprise. I am running only Desktop Pro 2020. Is there a way for them to send me the file so that I can use it?

QuickBooks Desktop

Best answer by Fiat Lux - ASIA

If your client is using Enterprise edition, you have to use Enterprise or Enterprise Accountant edition. Utilize the trial license of Enteprise edition for the time being. Otherwise, you have to purchase a 3rd party downgrade service to convert it.

Fiat Lux - ASIAAnswer

If your client is using Enterprise edition, you have to use Enterprise or Enterprise Accountant edition. Utilize the trial license of Enteprise edition for the time being. Otherwise, you have to purchase a 3rd party downgrade service to convert it.

J

JBinSCAuthor

Thank you for this information. I was unaware of the 3rd party option. I was hoping there was a way for the Enterprise user to export in a format usable to a lower grade QB user.

MarsStephanieL

Hi there, JBinSC.

Downgrading company file is unavailable with QuickBooks. Although we can open Desktop Pro to Enterprise edition, but not the other way around.

Also, I agree with Fiat Lux - ASIA's suggestion to take advantage of the trial edition and search for a third party application in the market place.

Here's where you can check for a supported app that can successfully integrate with QuickBooks Desktop: Apps for QuickBooks Desktop.

Let me know if you need further assistance. I'm here to back you up. Have a good one.

BigRedConsulting

If you're an accountant taking over a file for a new client, and that file is from an Enterprise version and you don't have Enterprise, you can have the file converted to Pro/Premier using our service. See BRC Enterprise to Pro/Premier Conversion Service

D

DvB

BigRed - I see on your site that you only work with US versions of Quickbooks. My version is for Canada. Any solutions for me?

Fiat Lux - ASIA

@DvB

You may have 2 options:

1. Utilize one of these 3rd party migration tool

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

2. Purchase a 3rd party downgrade service. We have replied your message.

S

samiasrar

You can also order on the link given below for 3rd party enterprise to pro/premier data moving or downgrade service.

https://www.fiverr.com/share/9NyD7e

M

Michelle146

The previous bookkeeper ran QB Enterprise solutions. I'm new and got set up on Desktop Pro Plus 2021. Our tax preparer sent me the accountants file. Where do I start with getting the trial balances all set up in Pro? I cannot even reconcile a bank account because there are transactions in both files - help someone.

R

Rasa-LilaM

Thanks for following this thread, Michelle146.

I can help answer any questions you may have about QuickBooks. To ensure I can provide the best solution, I need more details about your concern.

May I know if you’re able to restore the accountant’s copy? Also, what happened to the bank you wish to reconcile and the trial balance report? Any details shared will guide me on the troubleshooting we’ll have to perform to fix the issue.

Thank you in advance. I’m looking forward to working with you again. Have a good one.

M

Michelle146

Yes, I was able to restore the accountants copy in Enterprise. There are some transactions (checks, bills, invoices) for most of January in Enterprise. Nothing happened to the bank. I did reconcile the month of January in Enterprise then entered my beginning balance in Desktop Pro afterwards. I just don't know where to start and have no accounting degree so I hope you have some patience ;)

W

w47

Our company W47QB.COM offers that service. Fees vary from 200.00-350.00 per file. Receive a quote after a free evaluation. The end result is an identical file.

B

Brent 131

How do I get ahold of you?

Fiat Lux - ASIA

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