Can I Downgrade From Quickbooks Enterprise to Premier
How to Catechumen QuickBooks Enterprise to Pro or Premier
Convert QuickBooks Enterprise to Pro or Premier
Have y'all been running QuickBooks Enterprise, and recently discovered that information technology'southward overkill for your needs? If yous're only using the basic functions, y'all may only demand QuickBooks Premier or even Pro. With the new QuickBooks Enterprise (QBES) subscription model, it may accept get likewise expensive to simply continue going that style, since it costs at least $85/month. It may be fourth dimension to convert QuickBooks Enterprise to Premier or Pro.
QBES doesn't accept any mode of converting to Pro or Premier. Until now, you couldn't downgrade.
I just learned a slick, artistic style of using QuickBooks Online (QBO) equally a pass-through conversion tool, that can exist used in elementary circumstances. It involves importing your QBES data into QBO, then exporting information technology back out to a Desktop version (QBDT) of your pick.
This isn't piece of cake to do. If you want assist, at that place are conversion services available who tin safely do information technology for you. 2 referrals are given at the cease of this commodity.
And lastly, don't forget to check out all of my QuickBooks training classes and consider joining our fun and quirky QuickBooks community by clicking below!
Here are the instructions provided by Intuit [with commentary by Alicia in brackets] :
Importing QBES into QBO
Before you get started:
- Your QuickBooks file must be under 350,000 targets (file size does non matter). To trim it downward, see Trimming your QuickBooks Windows file for import. [If you are over 350,000, you should probably stay in Enterprise, since it'due south built for large files. Condensing your QB file removes your history and can cause corruption.]
- You will need to create a QuickBooks Online free trial account at http://qbo.intuit.com.
- Y'all can simply import QuickBooks Desktop data within the offset lx days of your QuickBooks Online company start appointment. If imported, your QuickBooks Desktop file will also supplant your entire QuickBooks Online file and overwrite any existing information.
- Y'all must be an Ambassador level user on your Quickbooks Online account.
- You must exist logged in every bit the Admin user in your Desktop file.
- You must utilise Internet Explorer in Windows. Other browsers won't piece of work.
- If you receive any errors regarding the file y'all're importing, run into Errors Importing to QuickBooks Online
- To understand central differences and unsupported features prior to moving, see What'southward not imported when yous motion from desktop to online.
Important notice for QuickBooks Enterprise users:
Intuit does not officially back up moving information from QuickBooks Enterprise to QuickBooks online and data loss may occur.
Equally an Enterprise user, yous accept access to many advanced features not available in QuickBooks or QuickBooks online. In some cases you may have establish yourself in Enterprise on accident, or simply using the bare essentials, in which case moving will probable not exist a problem. In all other cases even so, you should strongly consider if QuickBooks online is right for your business by looking at Intuit's import limitations above and testing out needed features start through a test bulldoze.
[If you are running inventory, exist enlightened that your calculations will change. QB Enterprise typically uses Average Cost to summate COGS, while QBO changes it to FIFO ("kickoff in, outset out"). When y'all round trip back to Pro or Premier, you're dorsum to Average Cost. After your conversion, your Inventory Avails and COGS may be different than they were before. Please check with your accountant, equally this might crave filing a form with the IRS.]
[If you lot are running Intuit Payroll, you will need to gear up upward your Payroll subscription from scratch in the new file. Call Intuit Desktop Payroll Back up at (866) 223-5562 and talk to them earlier starting.]
[QuickBooks Online has additional data limitations that Enterprise does non. Check this listing before you proceed: https://customs.intuit.com/articles/1145940-quickbooks-online-file-size-and-feature-limits.]
When You're Ready to Catechumen QuickBooks Enterprise to Pro or Premier:
- Subscribe to QuickBooks Online.
- Brand a backup of your Enterprise file onto your local computer. Restore the backup to create a 2d re-create, and piece of work off of this second copy. That mode, if anything goes wrong your original file is untouched. You are as well now working off your local re-create, instead of the server.
- Open up QuickBooks Enterprise Solutions to the Home screen.
- PressCtrl+1to open up theProduct Information window
- Once opened, pressCtrl+bfollowed byCtrl+q.
- ClickOKto close theProduction information window.
- The screen below should automatically come up. If yous don't see this screen, effort Step 2 1 more than time.
- Enter your QuickBooks Online login info, agree to the Terms of Service, and clickSubmit.
- Pick the online company y'all want to import your data into.
- Note: Yous may only have the option to import list and balances if your company file is besides large to import. If you lot don't see this screen, continue to the next pace below.
If QuickBooks is freezing or unresponsive during the import:
First, open up Cyberspace Explorer (Non 64-bit if you take ii), then follow the guide to disable/enable the appropriate settings:
- Press and hold ALT+T to get to the Tools Bill of fare. From here become toInternet Optionsat the bottom, then go to theSecuritytab at the acme and uncheck theEnable Protected Mode box.
- On this same page, click onSitesand add together i at a time,https://qbo.intuit.comandhttps://lvdc.qbo.intuit.com to theTrusted Sites, then click Shut.
- Still on theSecuritytab, click on theZonewith an prototype of a globe chosenInternet. Elevate the slider for security level to Low or Medium.
- ClickEmploy, then OK. Now close and re-open Internet Explorer before attempting to re-do the import.
11. Later following all the above steps, endeavour the import again. During the import flow you will likely get a pop-up asking you to be redirected to qbo.intuit.com, and if you trust this site? Delight clickYes to continue.
12. ClickOK, Got it. Await for an electronic mail from Intuit when your information is done converting and you can log dorsum into QBO.
13. Compare theProfit and Loss and Balance Sheet standard reports for All Dates in QBO and in QuickBooks Enterprise to ensure that your data transferred correctly.
Exporting from QBO to QBDT Premier or Pro
One time your file is upwardly and running in QBO, use Net Explorer to Consign your QBO file into a backup for Desktop. Modify the URL in the browser window to http://qbo.intuit.com/app/exportqbodatatoqbdt.
- Follow the prompts to make sure ActiveX Controls are installed. Click Continue.
- Cull All Fiscal Data to convert your entire file. If you desire to start fresh, choose All financial information without transactions, which will bring over balances but non the history. You lot tin always refer to your old QBES file if needed.
- Once the file has been exported, the adjacent step is to Convert it.
- Open QBDT to the screen where you lot pick a company to open.
- In QBO, click the button to Convert the file from QBO. Follow the prompts – sometimes the window appears behind other windows, so look for it!
- Once y'all're done, don't forget cancel your QBO trial subscription…although yous may want to poke around. A lot of people dearest QBO more than Desktop.
- Once the import has finished, you will want to restore your browser to its default setting. Do this by opening upward Net Explorer and following these steps:
- Press and hold ALT+T to get to the Tools Menu. From here go toNet Optionsat the bottom, then go to theSecuritytab at the top.
- ClickReset all zones to default level, and so click Use, OK, and shut Net Explorer.
Get Help Converting from QuickBooks Enterprise to Pro or Premier
Considering this technique is complex, and only to exist used in very specific circumstances, I recommend y'all contact one of these 2 professionals instead of doing it yourself:
But for all of yous on QuickBooks Enterprise who know you're not using any Enterprise-specific features, and take wished at that place was a way to simplify, use this workaround to import your file into QuickBooks Online and then export it dorsum out again, solving your problem.
Source: https://royalwise.com/convert-quickbooks-enterprise-pro-premier/
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