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Convert QuickBooks Enterprise to Pro: Move, Migrate QB Enterprise to Pro

Convert QuickBooks Enterprise to Pro

Converting 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 QuickBooks to the Pro edition. Though the Enterprise version of QuickBooks has many advanced features not found in other versions of QuickBooks, there will come a time when you will want to allow limited access and authorization for the data saved, thereby securing your data much better. 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.

What exactly is QuickBooks Pro Version?

QuickBooks Pro is regarded as more than just accounting software. It is very sophisticated and delivers solutions to over 15 linked enterprises. It is popular among small and medium-sized businesses since it is simple to use. It also operates as a business intermediary, offering over 100 goods and services such as payroll administration, data storage, and backup.

QuickBooks Pro offers customers a full range of tools for tracking revenue and spending, creating invoices and estimates, managing bills, and generating reports. The program also allows users to personalize forms and templates and interfaces with other major corporate software tools. QuickBooks Pro is one of the most popular accounting software packages on the market, and it is used by many small and medium-sized enterprises all over the world. 

What is the Difference between QuickBooks Enterprise and QuickBooks Pro?

  • Small and medium-sized businesses use QuickBooks Pro since it is less expensive and contains all of the essential accounting tools.
  • Data security is another consideration while selecting your accounting software. As with QuickBooks Enterprise, it is possible to create more than 30 users, putting data security at risk. The Pro edition, on the other hand, has restricted access.
  • Both versions provide users with all of the basic accounting features needed to run a business smoothly. However, with some advanced accounting features, the Enterprise edition has some advantages.
  • This QB Enterprise mobile version is a strong tool for employees in warehouses to fulfill sales objectives and everyday operations related to corporate business.  
  • QuickBooks Pro is designed particularly for small and medium-sized enterprises and is less expensive than Enterprise.

QuickBooks Pro Benefits

QuickBooks Desktop’s Pro, Premier, and Enterprises 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 who frequently experience problems with their internet connection. 
  • It is without a doubt the greatest option for farm accounting software and multi-company software. (Accounting) 
  • 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.

QuickBooks Enterprise Benefits

QuickBooks Enterprise may benefit your company in a variety of ways. Some characteristics are as follows:

  • It enables you to track inventories across several locations.
  • You may eliminate manual data entry mistakes by creating custom reports using industry-specific templates.
  • Picking, packaging, and shipping procedures can all be seen from a single dashboard.
  • All team members get access to over 115 distinct activities, with the remainder kept private.
  •  It provides a wide range of sophisticated solutions in areas such as contracts, manufacturing, and retail.

Why Should You Upgrade From Quickbooks Enterprise To Pro Software?

If a user acquired a license of Quickbooks Enterprise a few years 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.

Additional Advantages of Importing QuickBooks Enterprise into QuickBooks Online

  • Once you have your Pro/Premier file, you can continue where you left off!
  • Payroll, POs, Estimates, AP, and everything in between!
  • Invoice payments comprise all linkages between transactions.
  • Accounts, Clients, Suppliers, Workers, Products, Classes, and any other listing are accessible.
  • Data about UUser Identities, Preferences, and Integrated Subscriptions.
  • Your Enterprise file has been modified in every other manner.

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.
  • Visit qbo.intuit.com to sign up for a free Quickbooks online trial account.
  • 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 corporate 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.

Following are the Steps for 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 displays 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 immediately.

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.

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.


FAQ


Q. What types of documents can one import into QuickBooks Pro from QuickBooks Enterprise?

The following documents can be imported into QuickBooks Pro from QuickBooks Enterprise:

  • Suppliers, Customers, and Vendors List 
  • General Journal Entries 
  • Batch Transactions 
  • Changes done by Accountants and Users 
  • Bank Transactions • Other Lists Like Employees, Chart of Accounts, Sales Tax Codes, Items, etc.
  • Other Transactions, including invoices, deposits, refunds, and bills from suppliers.

Q. How Can QuickBooks Enterprise Be Converted to Mac Desktop?

QBDT Enterprise corporate files cannot presently be converted to QBDT for Mac.

You must export your Enterprise business files into Intuit Interchange Format (.IIF) and then import them onto your Mac to get around this problem.

  • Choose IIF Files, then Export.
  • Choose the products you wish to export. Choose OK.
  • Save the file in the desired location.
  • Remove the asterisk (*) and fill up the File name area with the file’s name. Click Save after selecting IIF Files (.IIF) as the file type.

The following steps will guide you through importing it into QBDT for Mac:

  • Ensure you are logged in as an Admin and in Single User mode.
  • Select IIF Files from the Import option in Utilities.
  • Open yours .IIF file.
  • If a pop-up window appears verifying that your data has been imported, click OK.

Q. Is it possible to move everything from one QuickBooks to another while converting QuickBooks Enterprise to Pro?

  • Payroll taxes from the previous year, for example, will not be transferred. 
  • Credit memos and credit notes will not be transferred.

Q. How can I go from QuickBooks Enterprise to QuickBooks Accountant?

  • Open the QuickBooks mobile app and choose the “Company” option to export your company file to QuickBooks Online. “Export Company File” may then be selected from there.
  • Log in with your username and password on the “Export to QuickBooks Online” page.
  • There is a “Make a Copy” option if you want to export your company file.

Q. When switching from QuickBooks Enterprise desktop, can I use any version of QuickBooks Pro?

Yes, you may utilize any version of QuickBooks Pro depending on its availability or your preferences. Thus, you can install it but must first obtain its license to properly use it.

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