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Convert quickbooks enterprise to desktop pro

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Convert quickbooks enterprise to desktop pro.How to Convert QuickBooks Enterprise to Pro or Premier



  In the No Company Open window, select Create a new company. At this point, you have two setup options. Select Express Start or Start Setup if you want to get started right away.    

 

Enterprise to Pro/Premier Conversion Service | Big Red Consulting Big Red Consulting - Supported Entities/Lists



   

No worries, I got you covered. Let me show you how. You can also check this link for guidance on how you can generate a report that shows the data you need: Customize reports in QuickBooks Desktop. We have articles there that you can read for reference. You can always get back to me in this thread if you have other follow-up questions or concerns about reconciling your accounts. Stay safe! You'll want to hit the enter key on your keyboard once you've typed in trial balance in the search window.

Then click on Run from the report option. I've included some screenshots below to walk you through the steps. Don't sweat, this is as easy as 1, 2, 3. Please let me know if you have additional questions or concerns. I'll be here every step of the way. As always, feel free to reach out to the Community at any time. Take care! Got it - anything specific I should be looking for? I think I'm in over my head and what I need to do.

Assuming I need to take the trial balance of Enterprise through December and make some sort of journal entries? A client has a QB ProPlus file. By clicking "Continue", you will leave the community and be taken to that site instead. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community.

Join now. Level 1. Labels: QuickBooks Desktop. Reply Join the conversation. Best answer March 05, Best Answers. Level QuickBooks Team. Level 2. Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro pjmccoy1 Check our profile and send your email address in a private message to us.

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro could someone email me [email address removed] and tell me some 3rd party contacts that can convert a qbw enterprise file to a file that can work with my newly purchasd desktop pro quickbooks thank you.

Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro skleen We are not allowed to share the email address in this forum.

BigRedConsultin g. Community Champion. Purchase a 3rd party downgrade service. We have replied your message. Thank you. Select QuickBooks Desktop Enterprise Open the QuickBooks. Once the InstallShield Wizard file extraction is complete, click Next. Click Install Trial. Accept the software license agreement. Choose an installation location, then Next. Click Install. Once the installation is complete, click Open QuickBooks. Choose a QuickBooks Desktop industry-specific edition tailored to fit the specific needs of your business, then Next.

Follow the remaining on-screen instructions. Thank you in advance. Go to the Reports menu. Select the Report Center. Type in and enter Trial Balance from the search field. Then click Run. Convert a file from QuickBooks Enterprise to Quickbooks Desktop Pro it doesn't give me the option to "run" I typed in "trial balance" in the search window Tori B. Thanks for following up with us. I'm happy to lend a hand with your trial balance report.

Type trial balance in the search field in your Report Center. I can think of a few things. The file may also be too large — did you follow the step to confirm the number of targets?

And, it really may be taking a very long time if your file is large or complex. Alicia, thanks a million for providing this solution that is sadly not provided by Intuit. Sad when the drive for profits means short-changing a segment of customers that would be well served by this approach. Has Intuit pulled this from the QBO trial version? Hi Chris, Simply go back into the Export Data, and follow all the prompts again as if you were starting from scratch.

At some point it will indicated that an export already exists, and do you want to download it? My companies are very small, and just like you said, enterprise was overkill. I have been running all three on Premier for 1 month and everything is working perfectly with no data lost.

Thanks for posting. It is very detailed. And I really love the recommendations. What do you think about this Quickbooks Enterprise to Pro Conversion? I have moved over everything to QBO and was checking to make sure that all the data is there and it looks pretty good. The only thing I noticed did NOT transfer over was my reconciliation history.

Is there a way to get this data to transfer? Hi Dafna, You can just repeat your most recent reconciliation and select the entire history. If your reconciliations were good, and you had cleaned up all the extraneous transactions, it should all square up cleanly. For example, if your last reconciliation was October 31, use that date and ending balance again, then mark all previously reconciled transactions again. The difference will be zero again. I have a client who wants to move from Enterprise to Online — but they handle a ton of transactions.

Do you know of any clients who use online that are experiencing slowness issues? My concern is that if they move to online they will have too many transactions for online to handle.

Hi AJ, Your are correct. Your client is not a good fit for QBO. They have too many transactions. The recommendation is , targets maximum to be eligible. Enterprise is the best fit for sheer file size, although Premier may possibly work. Thanks for your quick replay Alicia. Have ever seen a situation where someone has switched to online only to find that their file size is too big? Have they experienced slowness?

I am trying to prove to this client that moving to online is not a good fit but I am trouble finding real examples to give them. That includes the Customer list and the Vendor list. Even summary reports will need to be calculated each time. I have a retail customer with over products. One of their sales reports takes several minutes to come up on screen. Step 2a is where things go sideways. I click OK to close the Product information window per step 2b, but the screen indicated in step 3 does not appear.

Did any of you actually get this to work? I try to export the file out of QBO and it just says a problem occurred. Yes, it works, but if they were using any of the Enterprise features at all, that information will be lost. However the QBO step to Desktop was a total failure. The bank account showed a 9 million negative balance. Here is the reason for the failure. This directly from Quickbooks web site. Look at that last line. Come on. Not transferring received payments and bill payments paid by check or CC?????

Hi Bill, you read that wrong. Online Quickbooks or any online Accounting software is a joke. I have yet to see any benefits however I see numerous problems. They start with signing up. What customers fail to realize once they grasp how nonsensical cloud computing is is that there is a big catch Look at it this way. Before the Cloud the single biggest show stopper was electricity. The Cloud has now introduced a second show stopper for no real benefit. A network connection. BTW with Windows 10 you can easily connect to your own server directly anywhere in the world with no need for the Cloud at all.

Could do it before then but slightly more complicated. Hi John, while I agree that not having an internet connection is a show-stopper for using QBO, I respectfully disagree with your critique. When signing up for QBO, the website lists the three levels, comparing the features of each.

I, or another QuickBooks ProAdvisor, would be more than happy to help you or your clients with this. But that is just the thing….

Then you turn around and try to download the same file from QBO back into QBDT and even if that goes perfect which it rarely does , you will again end up with even more Inventory related cost irregularities. One factual aspect of this write-up is where it says…. Why risk your data, or waste hours and hours of time, attempting to accomplish what a professional file service can do for you with guaranteed satisfaction for a reasonable fee normally within 1-day turnaround time.

Thanks so much for your comments! But your Inventory consideration is a great point, and I will edit the article accordingly to address your comments. Our chief vendor decided to give our territory to their proprietary, company-owned store — long story short, I decided to get rid of what I could and semi-retire. I work out of the house now and just do some services related work. I am the only employee. We used QB Enterprise for many years and loved it.

I went through the process yesterday and today, and though there were a few conversion issues, I was able to get it done and now have a working company in Pro with all my history, balances, etc. We were forced to upgrade recently becuase the product was reaching the end of its life cycle. We contacted Intuit and they said for our needs Premier would work and we purchased it. Then to our surprise, we get an error that the file is not compatible.

I appreciate when people like this article help out people in dier need because Intuit flat out said, after hours on technical support, that theres NO WAY to convert the data. QB Conversions can be problematic! Your email address will not be published. Submit Comment. Rodney Cohen on May 3, at pm. Alicia Katz Pollock on May 25, at pm.

Nice blog on Quickbooks Enterprise Downgrade. Thanks for sharing information. Joe Baker on February 22, at pm. Alicia Katz Pollock on February 24, at pm. Ron on June 28, at am.

John on February 5, at am. Thank you. Alicia Katz Pollock on February 14, at pm. Pal Scha on January 27, at pm. Ahmed on January 16, at pm. Alicia Katz Pollock on January 23, at am. Anonymous on November 18, at pm. Chris on April 24, at am. Alicia Katz Pollock on April 24, at pm. Sally Brenton on March 19, at pm. Alicia Katz Pollock on March 19, at pm. Jimmy McGue on February 21, at am. Thank you for this helpful article, Alicia!

Your website is much appreciated! Jimmy Reply. Alicia Katz Pollock on February 26, at pm. Mark on February 18, at pm. Hi Alicia, I used an Enterprise trial to input all the info for my taxes, which my accountant then used and modified when did my preparation. What would you suggest?

Thanks Reply. Alicia Katz Pollock on February 19, at pm. Diego on February 4, at am. HI Alicia Thank you for your tutorial everything when kind of smooth however when we check the customers they were all showing with a credit balance, after checking further we found that all the sales taxes on all old invoices are no longer there We setup the tax rate on the settings but know how do we make it to apply to all the previous invoices?

Alicia Katz Pollock on February 4, at pm. Karen on December 5, at am. Hi Alicia, Thank you for your reply. If you have any other suggestions, I would greatly appreciate the help.

Thanks, Karen Reply. Alicia Katz Pollock on December 6, at am. Karen on November 28, at pm. Hi Alicia, I am using my accountant version of Enterprise at my church.

Alicia Katz Pollock on November 28, at pm. Al on November 26, at pm. All desktop versions Help! Alicia Katz Pollock on November 27, at pm. YLee on July 2, at am. Alicia Katz Pollock on July 2, at pm. Abdul on May 29, at am. Alicia Katz Pollock on May 29, at pm. What version are you using? Derek on May 25, at pm. Derek on May 30, at am. Jessica L Sanfino on May 16, at pm. Alicia Katz Pollock on May 17, at am. Jessica L Sanfino on May 29, at pm. Mark on April 6, at pm.

Alicia Katz Pollock on April 8, at pm. After a few minutes, QBDT pop-up displays the error details: An application with an invalid certificate is requesting access to the following QuickBooks Company file: QBFileName application — is QuickBooks Online Simple Start error — The certificate is invalid QuickBooks will not allow an application with an invalid certificate to access your company file.

Alicia Katz Pollock on March 22, at am. Chuck Rigsbee on March 20, at am. Steve on February 22, at pm. Alicia Katz Pollock on February 22, at pm. Hi Alicia could you provide me with a step by step way to convert Enterprise 17 to Desktop Premier i find it too cumbersome while i have 5 separate accounts it would be very costly to have it done thanks for your time and patients Reply.

Alicia Katz Pollock on January 23, at pm. Anna O on January 15, at am. Alicia Katz Pollock on January 15, at pm. Gaurav on January 17, at pm. Thanks Gaurav Reply. Alicia Katz Pollock on January 18, at pm. Press Ctrl 1 to open the Product Information window. Guarav on January 19, at pm. Alicia Katz Pollock on January 19, at pm. Vijay Wijesundera on October 24, at pm. Pardeep Kumar on June 27, at pm.

Thanks a lot for sharing with us your blog. Alicia, very helpful! Shane on May 10, at pm. Alicia Katz Pollock on May 16, at pm. Susanna on April 16, at pm. So I am at a loss. Alicia Katz Pollock on May 9, at pm. Alex on April 4, at pm. Hi, Thanks for the post. Alex Reply. Jack on March 24, at pm. Alicia Katz Pollock on March 25, at am.

Leila on February 21, at pm. Hi Alicia. Thank you so much for posting this and helping out! It is really appreciated! Chris Munger on January 9, at pm. Thanks again for providing this information. Very much appreciated.

Alicia Katz Pollock on January 10, at pm. C Martin on January 7, at pm. Neil B. Hi Alicia, Thanks for posting. Thanks in advance! Chonie on September 5, at pm.



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