In the first segment gave advice on installing QuickBooks and in this segment we will give you steps to update a data file and tell you a few things to remember.
Let's start with converting your data.
First, verify your data in your current version of QuickBooks. This means if you were using QuickBooks 2005, you want to complete the following steps in QuickBooks 2005.
To run the Verify utility:
- Switch to Single-User Mode and log in as the Admin user.
- Select the Window menu and select Close All.
- Select the File menu, select Utilities, and select Verify Data.
- If the message “QuickBooks detected no problems with your data” appears, continue with installing the latest version of QuickBooks.
- If the message “QuickBooks detected problems with your data”... appears, click Rebuild Data Utility for detailed instructions to repair.
- If you were prompted to rebuild the data, verify after rebuilding.
- Continue to the next steps after the verify returns with no problems.
- If you continue to get verify errors after rebuilding data click here for further instructions.
Congratulations, you have a clean file! Now its time! Go ahead and install your new version of QuickBooks. Remember the resources we discussed in Part 1, if you get stuck.
Once the program is installed, you are ready to opening the company file for the first time in latest version. Here are some things to remember:
- Do not update over a network. Be sure the company data file is stored on the same computer you are using to update it. If your files are stored on a server, you might need to copy the file to another computer, and then copy it back after you finish updating it.
- Only the Admin user can update the file (QuickBooks Pro, Premier, and Enterprise only). If you never created other users and roles in QuickBooks, you are automatically the Admin user. If you see the message, “The company file needs to be updated.” Please ask your QuickBooks administrator to update the file," you are not logged in to your data file as the Admin user.
- After updating your data file, it will not open in previous versions of QuickBook. QuickBooks automatically backs up your data file before updating it. If you need to go back, you can always restore the backup to your old version of QuickBooks.This may require installing the previous version of QuickBooks. Also, if you need to start the update again, you can restore the backup to your new version of QuickBooks.
- You cannot convert QuickBooks Enterprise data back to QuickBooks Simple Start, Pro, or Premier. Enterprise data files only work in Enterprise editions of QuickBooks.
- QuickBooks Pro or Premier files cannot be converted to a later version of QuickBooks Simple Start. For example, a QuickBooks Pro 2008 file will not convert to Simple Start 2009. Data and products that will update or convert to QuickBooks Simple Start provides more information.
- You cannot convert a file to QuickBooks Mac or QuickBooks Online edition after converting to multicurrency. In Enterprise Solutions or QuickBooks Pro and Premier, once you convert a company file to use the new multi-currency feature, it cannot be converted to QuickBooks Mac or QuickBooks Online edition.
You would think that we’re ready to go at this point. But lets get the newly converted file started off on the right foot.
Verify your company file after you finish. Make sure the updated data file is in good shape by running the Verify Data utility.
Where is your data file?
If you installed QuickBooks 2007 or later, the data file from your earlier version of QuickBooks may have been moved to a new folder, the new default folders are as follows;
- Windows Vista: C:\Users\Public\Documents\Intuit\QuickBooks\Company Files
- Windows XP: C:\Documents and Settings\All Users\Shared Documents\Intuit\QuickBooks\Company Files
If you cannot find your data file in its original location, and if it is not in one of the folders listed above, search your hard drive for *.qbw files and try to find it that way. Be sure you include hidden files and folders in your search criteria.
Phew!! That was a lot of information and kudos to CCTS_Cristina for helping us out. I assure you that this will actually save you time and aggravation if followed thoroughly. Now with QuickBooks Installed and your file upgraded you can prepare for something more relaxing...spending the holidays with your in-laws"
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