How to Transfer QuickBooks Desktop Enterprise to Pro or Premium

Downgrading from QuickBooks Enterprise to Pro is typically done due to changing business requirements. If you do not require any specific reports, it is strongly advised that you move or convert Enterprise to the Pro edition. The Enterprise version of QuickBooks Desktop has many advanced features not found in other versions of QuickBooks. When your business requirements have changed, the conversion is completed. If you haven’t needed any specific reports in the past, then switch or convert your program edition. Learn how to convert QuickBooks Enterprise to Premium or Pro.

QuickBooks Pro Benefits & Features

QuickBooks Desktop’s Pro, Premier, and Enterprise’s capabilities are overwhelming. This version’s presence cannot be argued against. The following are some of Quickbooks Pro’s features:

• A single user may manage several businesses by installing a desktop pro.
• QB Desktop Pro is used even when you are not connected to the internet. It is useful for businesses that frequently experience problems with their internet connection.
• It is, without a doubt, the greatest option for farm accounting software and multi-company software.
• The pro version is ideal for companies that deal with fewer accounting operations, such as stock or inventory. Your accountant may quickly display all of the company’s reports on the same desktop without the need for Internet sharing.
• With the registration of this pro edition, your banking and cash management are protected. You may easily combine check and cash transactions to establish your everyday operations.

Why Should You Convert From QuickBooks Enterprise to Pro/Premier Software?

If a user acquired a license of QuickBooks Enterprise a few years ago and now wants to move to QuickBooks Pro. The user must have specific reasons for converting the QuickBooks Enterprise file to Pro.

• If your company has fewer than 14.500 items, such as goods, vendors, or customers, you must upgrade Quickbooks Enterprise to Pro software.
• Quickbooks Enterprise is far more costly than Pro.
• Quickbooks Pro gives consumers the same benefits and advantages as QuickBooks Enterprise.
• QuickBooks Pro enables access to more than 30 customers at once, which suggests that there is a significant probability that your information may be destroyed.
• It also increases data security overall. Information is critical to any business and should never be risked.

Things to Consider Before Conversion

• Moving data from QuickBooks Enterprise to the cloud is not officially supported by Intuit. Data loss is possible, but if you want better protection and dependability, QuickBooks Online is the way to go.
• Check that the QuickBooks company file does not include more than 350,000 objectives; if it does, trim the QuickBooks Windows file for import.
• Use administrative privileges to access QuickBooks.
• Intuit provides corporate users with capabilities not accessible in QuickBooks or QuickBooks online. If you ended up with QuickBooks Pro by accident, or if you only need the minimum requirements, it could be worth upgrading to the complete edition.
• Back up your QuickBooks company file.
• Make sure to use Internet Explorer when running QuickBooks.
• You can only transfer data within the first 60 days of the establishment of your Quickbooks Online firm.

Related Topic: Convert Quickbooks Desktop Company File to an Older Version

Steps to Converting QuickBooks Enterprise to QuickBooks Pro

Step 1: Backup Your QuickBooks Enterprise Company File

• Begin by launching QuickBooks Enterprise.
• Then select File from the menu and see if it appears.
• Activate single-user mode.
• While in multi-user mode, you must select the option to switch to single-user mode.
• You must once again pick the File menu option.
• Select Backup Company from the drop-down menu.
• Furthermore, select the Make Local Backup option.
• A backup prompt will be displayed on your screen.
• Then, in this, select the Local Backup option.
• Then, press the Next button to proceed.
• Click the Browse button to select the location where you want to save this backup file.
• You can choose how many backups you want to do.
• It is now checked before storing the backup file. This stage will notify you if there are any issues or problems.
• When finished, confirm that the test reports are correct and click the OK button to proceed.
• Finally, after clicking the Save it Now button, click the Next button.
• You must wait for it to make the backup file and alert you.

Step 2: Recover the QuickBooks Pro Company File

• To get started, run QuickBooks Pro and then choose the option from the file menu.
• Then, after pressing the Open button, press the Restore company file button.
• Before proceeding by clicking the Next option, you must choose Restore a Backup Copy.
• You must use the Browse option to find the backup business file on your computer.
• To save the file, select a location and then click Open.
• When you’ve finished, click Save.

Step 3: Export QuickBooks Enterprise Data

• After QuickBooks has opened, click on Customer/Supplier/Payroll Center.
• Then, from the drop-down menu, choose Excel.
• To export the Name, Address, or Balance of a Customer, Employee, or Supplier, select the Export list option.
• For a specific transaction to be exported, choose Export the transaction.
• Click the Export button after choosing Create a New Worksheet.

Step 4: Data Import into QuickBooks Pro

• Utilities must be chosen after first accessing the file menu.
• Following that, you must choose Excel Files under the Import option.
• As shown on the screen, adhere to the directions.
• You must choose the type of data to import into this.
• QuickBooks provides a summary and formats all the data.
• Any data may be manually entered by using the Add My Data Now option.
• You need to click the Close button after double-checking and validating your settings.

Step 5: Steps for Conversion Service

• Once the file has been exported, the next step is conversion.
• Now, Open the QB Desktop on the screen where you have to pick a company file to open.
• In QB Online, you have to click on the convert button to import the file from QB Online to Quickbooks Pro. 
• Once the above steps are completed, don’t forget to cancel the QBO trial subscription that came up on the screen.

Step 6: Final Step

• After the conversion, you must return the browser to its normal settings by doing the following actions:
• Open Internet Explorer and hit and hold the ALT key and the T key simultaneously to see the Tools menu. You must pick the Security tab at the top of the screen after moving to the Internet Options section at the window’s bottom from here.
• Next, choose Reset all zones to default level and click on it. Next, select Apply. After that, select OK. Finally, shut down Internet Explorer.
• It is necessary to click the popup link to purchase and upload your Enterprise company file.
• Your data will be transformed into a QuickBooks Pro/Premier file, which you will get.
• By launching it in QuickBooks Pro or Premier after downloading, you may use your transformed data straight away.

Step 7: Analyze the data

Examine all of the data that you converted, transferred, or relocated across QuickBooks accounts. Check to see whether any data was left behind; if so, manually enter it into your new QuickBooks program. Also, look for errors so you can fix them once you’ve finished.

Related Post: Convert QuickBooks Mac to Windows

Conclusion

It can be difficult to switch immediately from one version to another while using QuickBooks Enterprise to Pro, and this procedure might be complicated. Data from QuickBooks Enterprise may need to be exported and imported into QuickBooks Pro. But it’s important to remember that QuickBooks Enterprise is a more sophisticated version of QuickBooks Pro and offers extra features that QuickBooks Pro might not have. To determine whether QuickBooks Pro effectively satisfies the demands of the business before considering conversion is therefore crucial.

Frequently Asked Question