How To Upgrade QuickBooks

QuickBooks Upgrade Account

How can I update the software without any error. Here is a tutorial on how to update the software in simple steps. QuickBooks is a huge accounting software that relies on more than 10 million lines of c++ code and may encounter numerous glitches during use. Intuit resolve existing issues and release updates in an effort to fix bugs, improve performance, and make QuickBooks more user-friendly by adding new features.

What is the Difference Between a QuickBooks Desktop Update and a QuickBooks Upgrade?

QuickBooks Desktop offers a new version with the latest features when released. If you update to a later version of the software you won’t get an update providing no new feature or function is added to it. It’s best to avoid updating QuickBooks Desktop whenever possible and instead wait for the next release. Updates are also known as maintenance releases or “patches.” There are different ways in QuickBooks to download the latest update for 2019. Before jumping to the QuickBooks update steps, let’s learn about the new features of the latest update.

How to Upgrade QuickBooks from Older Version to a New Version

QuickBooks is an innovative software used by hundreds of thousands of business owners and accountants around the world. But you need to keep it updated to the latest version? QuickBooks update and upgrade are two different things. Upgrade adds valuable features to the software, but must be performed manually on a CD Rom. If you’re planning to update your QuickBooks software, then you can read this quick guide and get the latest updated QuickBook desktop from the internet directly. These Patches are updates that optimize the performance of QuickBooks, and fix a number of known issues. It’s still free to download those updates when releasing new versions of QuickBooks even if you pay for a product.

If you’re still using an Older version of QuickBooks, then it is time to make the transition to an updated version. This comprises all QuickBooks software such as Premier, Pro, Enterprise, Windows, and Mac versions. QuickBooks change from an asset to a hindrance when your business grows, and you start racking up clients. If your business faces this challenge, it might be time to upgrade to the latest version. Moreover MyOnePro ready to assist you for any issues and problem related to QuickBooks Upgrade .

What are the Benefits of Updating QuickBooks Desktop Version?

Intuit releases updates for its various versions of QuickBooks, such as 2017, 2018, 2019, 2020, 2021 and 2022. They are not released in one year though. There are certain benefits of updating the desktop version of QuickBooks.

  • We update our security to make sure all your data is safe and secure.
  • It also ensures error free user experience
  • This prevents issues related to common security loops and bugs.
  • QuickBooks is easier to use with some updated features.
  • Our optimization characteristic and more.

Step By Step How To Upgrade QuickBooks Online Subscription

Here is How You Upgrade QuickBooks

Follow the steps mentioned below to upgrade your QuickBooks subscription:

  • Select a new plan: Select a new plan and check out the pricing plans available to see which subscription level meets your requirement.
  • Upgrade your subscription:
    • First of all, sign in to QuickBooks Online as company admin or primary admin.
    • Then select Settings and then click on Account and settings.
    • Next, select the Billing & Subscription tab.
    • Also, make sure your payment information is up-to-date.
    • Now, In the QuickBooks Online section, select Upgrade your plan.
    • Then, review the available plans and then click on Choose plan.
    • Finally, follow the on-screen prompts to upgrade your plan.

What Rolls in with QuickBooks Desktop Latest Release?

The latest version QuickBooks desktop software is available online in 2022. There are several new features and functionalities that come with this update.

Managing user roles, and permissions can now be done according to the requirement. They can be restricted from performing a particular action.

You would now be able to send a request to the QuickBooks for the second admin.

When upgrading to the latest release, you can avoid an issue where you can’t create transactions for unpermitted customers. The report filter should be fixed when the issue occurs. It’s also helpful if vendor groups have a credit balance greater than 0 since the results will show more accurate information after upgrading.

QuickBooks can take care of the 1099 MISC and 1099 NEC. It creates an easy way for software developers to create a way for third-parties to file electronically on your behalf.

The inventory aging report will give you information about the value, quality of the products, age and acquisition of stocks. By this, you can ensure about the details of your stock product.

This handy tool helps you to save time on your accounting by saving the time and effort it takes to create rules for both running money out and in transactions.

Read This: How to Create And File 1099s in QuickBooks Desktop

Guide How to Upgrade QuickBooks Desktop

  • First of all, sign in to Windows as an admin.
  • If you have not already, download your new version of QuickBooks Desktop.
  • Then, Install your new version.
  • Now, open your original version of QuickBooks. Next, open the company file you want to upgrade.
  • Then, press F2 to open the Product Information window.
  • Next, check in the File Information section. Save your company file on your computer.
  • Then run the Rebuild Tool for your company file. This prepares your company file for the upgrade.
  • QuickBooks always asks you to upgrade your company file when you open your newer version.

Note: You won’t be able to open your company file in your original version of QuickBooks after upgrading it.

  • First, make sure all users are logged out of the company file.
  • Then, open the new version of QuickBooks.
  • Then, select Open or Restore Company if you don’t have your company file open. You can also check the File menu and click on Open or Restore Company.
  • Now click on Open a company file, then Next.
  • If you have a backup company file instead of a company file, then select Restore a backup copy and then Local backup.
  • Now browse your system for the company file. Select it and then click Open.

Note: If you can’t find the company file, then open the Windows Start menu and File Explorer. Check your company file by name. Moreover you need to learn about why QuickBooks Won’t Restore Backup issue and solution .

  • Next, sign in to your company file as an admin user.
  • Before upgrading, QuickBooks automatically creates a backup of your existing company file.
  • Now, click on Update Now to start the upgrade.
  • When it finishes, click Done.
  • Now you will be able to open your company file in your new version of QuickBooks.
  • After upgrading and opening your company file, update your QuickBooks to get the latest software release.

Moreover, you can check out what need to do when QuickBooks Update File Not Found Error comes while you are going to update QB.

  • Data Conversion And Company File Upgrade
  • You will have to upgrade your company files to upgrade to a newer version (year) of QuickBooks.
  • You need to upgrade a company file only once.

Note: You don’t have to upgrade your company file while switching to a different edition.

Here are the steps to check if QuickBooks is up-to-date with its latest release.

QuickBooks allows you to update the app manually or automatically. It’s your choice. You have the option to choose when an upgrade is completed, but if you set the update setting to automatic, then it’s up to you whether or not the updates are still available on your device. Here are the steps you need to follow.

  1. Open QuickBooks Desktop and press the F2 key (or Ctrl+1) on your keyboard to access it.
  2. Check the latest version to ensure your software is up to date.
  3. Check the latest release available for QuickBooks:
    • QuickBooks Update 2019
    • Update 2018 in QuickBooks
    • QuickBooks Update 2017

If your QuickBooks is not updated, you can choose from the manual or automatic updates.

Perform a Manual QuickBooks Update

Before Intuit releases updates for QuickBooks, they release manuals. This allows every user in your network to get the update at the same time.

  1. Close company file(s) and then select Exit from the File tab to close the program.
  2. Now right-click QuickBooks Desktop icon and then choose to run as administrator on it.
  3. When the screen says No Company Open, follow these steps to update QuickBooks
  4. Mark all from under the Options menu and click Save.
  5. To reset the update, click on the “Update Now” tab.
  6. Tap on the button that says ‘Get Updates’. Once you see the update status change to ‘Complete’, close QuickBooks.
  7. Open QuickBooks and click Yes on the Install Updates popup.
  8. After the installation completes, restart your computer.
  1. Click the QuickBooks Downloads and Updates link to find all of the latest updates.
  2. Select the country, product, & version and then click the Search button which is clickable after providing the details.
  3. If you have a QuickBooks software installed on your computer, then click the Get latest updates link to get the most up-to-date version.
  4. Update there software and navigate to the Downloads folder of your computer to initiate the installation process.
  5. Follow the prompts on this page to install the updates.
  6. After the update is installed, restart your computer.

Update QuickBooks Company File

QuickBooks keeps looking for automatic updates and downloads it to your computer when available. Updates are done automatically without a hassle, but occasionally the updates might not be compatible with your version of QuickBooks Desktop. There are two methods; you can update QuickBooks Desktop automatically.

  1. Update QuickBooks in just a few clicks.
  2. Navigate to Update QuickBooks window and select the latest update option.
  3. Check the stuff you want to do. Choose your favorite options so you don’t get distracted.
  4. Check the box “Clear all previous software updates” and it will erase all previous update downloads. But this may increase your update time.
  5. Select Get Updates.
  6. Restart QuickBooks app and follow the instructions carefully to install and update QuickBooks Desktop new release.
  1. Visit the Help menu and select “Update QuickBooks.”
  2. Click the Choose button in the Edit QuickBooks window
  3. You can select the radio button in the Automatic Update area
  4. Choose to automatically distribute your software to other users authorized by your company
  5. Click on ‘Close Button’ to download a new update automatically.

Steps To Upgrade to Latest QuickBooks Version

  1. First, when you’re ready, click on Upgrade Now.
  2. Then. Click on Keep old version on my computer if you wish to keep your original QuickBooks. Then click Let’s go. It downloads, installs, and activates the latest version.
  3. When the upgrade is completed, select Open QuickBooks.

Note: The upgrade might take some time. It depends on the internet speed and the size of your company files.

QuickBooks Upgrade Issues And Error

The QuickBooks Upgrade Error can be fixed easily by implementing the below-mentioned solutions.

  • First, open your QuickBooks on your PC and go to the help menu.
  • Now, tap on ‘Internet Connection’ Setup.
  • Then go to the option “Use my computer’s Internet connection settings to establish a connection when this application accesses the Internet.”
  • Then click on the “Next” option and then click Done to finish.
  • Download the QuickBooks Diagnostic Tool for Connection.
  • After downloading, install the tool by following the on-screen prompts.
  • Then, open it by double-clicking on the icon.
  • Then, under the Test Connectivity tab, choose Browse and search for the company file.
  • Then choose the company file on which you are facing the issue/error.
  • Now select the Test Connectivity

You can change Firewall permission settings to fix the error/issue.

  • First, In the search box, type in Firewall and click Enter.
  • Then select the Windows Firewall
  • Now, tap on Allow Program or Feature
  • Next, select the Change Setting option, and a new window will come up on your screen.
  • Now tick the checkboxes that enable QuickBooks to access the Firewall option.

You can check go for a MyOnePro complete guide to resolve QuickBooks Windows Firewall Blocking issue and solutions .

Get a Free User Guide “Why to Upgrade to QuickBooks 2023”

Headache Huh, Looking to Upgrade from Your Current Version of QuickBooks? But frustrated about which version will be best suited to your needs. Don’t worry, Get a comprehensive list of reasons, why you should upgrade to the QuickBooks 2023 version.

Get these 20 tips on why to Upgrade to QuickBooks 2023.

    Why Upgrade QuickBooks?

    We’ve mentioned below some significant signs why you need to upgrade QuickBooks:

    • Inventory Management: If you need to check shipped orders, have many transactions, and track inventory in multiple warehouses by location, it won’t cut it.
    • If you sell your products online, you need a CRM and eCommerce integrations.
    • Slow Processes: Users waiting too long to reconcile, generate financial statements, and bill clients.
    • Supply chain becoming complex and Data expanding, your old management system will prevent your growth potential.
    • Work processes slowing down, then the system might be loaded with too much data.
    • Software Maintenance And Access Anywhere
    • Stuck to work in a single, on-premise location.
    • Lack of IT infrastructure and staff to help streamline inventory processes.
    • If you have outdated software that doesn’t meet your current requirements, then you may need to upgrade.
    • Perishables with an expiry: If you have expiration dates, you need to track your perishables while tracking inventory. This can be a huge problem for someone turning over a lot of inventory with an expiration date.
    • Transparency In Business: If your business is having trouble accessing vital business data like cash forecast, cash position, average sales margin, then it’s time for an upgrade.
    • Software Security: Constantly deleting or modifying existing transactions that don’t follow the protocol in your financial statements.
    • Users have too many permissions, which you can’t control. Users check and change the content they shouldn’t have access to. This can be a huge security risk and may cause significant issues.
    • You need to limit user permissions that require approval before making any changes.

    QuickBooks Upgrade Cost And Discount

    There are no contracts, and all plans are available with a 30-day free trial. The Self-Employed plan is affordable and it supports a single user, and the Advanced plan offers the most advanced features, supporting 25 users.
    Annual upgrades are added with the QuickBooks Premier Plus plan. And there is a maximum of 5 users for QuickBooks Premier and QuickBooks Premier Plus. When you switch to QuickBooks Hosting solution, then you have no worry about QB update and upgrade all process done automatically.

    QB Upgrade Option Notification And Direct Upgrade

    You can check news and updates about Quickbooks developments and stay up-to-date.

    Also, you can check out the “New Feature” section on your QuickBooks to get knowledge regarding the latest product improvements.

    To do that:

    1. First, click on Help at the top menu bar.
    2. Then select New Features.
    3. Now choose the New Feature Tour.

    Get in touch with QuickBooks Support Number to know whether you are using latest QB version or need to upgrade.

    Frequently Asked Questions

    1. How Often Do I Need To Upgrade My QuickBooks?

      Intuit suggests updating QuickBooks once a year but only requires it to manage access to connected services every 3 years. If you want to know about Intuit discontinuation policy, go to QuickBooks USA Support team to get full details.

    2. Can I Use QuickBooks Online With QuickBooks Desktop?

      Yes, however, you will need to still maintain the QuickBooks Desktop company file with your data.

    3. Can QuickBooks Online Be Synced With My QuickBooks Desktop Version?

      No, QuickBooks Online is a totally independent version of QuickBooks Desktop. You can access QuickBooks completely online from your browser or mobile device.

    4. How do I upgrade my QuickBooks account?

      Upgrade your subscription
      1. Sign in to QuickBooks Online as a primary or company admin.
      2. Select Settings ⚙ and then Account and settings.
      3. Select the Billing & subscription tab.
      4. Make sure your payment info is up-to-date.
      5. In the QuickBooks Online section, select Upgrade your plan.


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