Technical Details to Help You Determine if Enterprise Solutions Is Right for Your Business.
QuickBooks Enterprise Solutions 12.0
Before you make the decision to purchase QuickBooks Enterprise Solutions – and even before you discuss your needs with an Enterprise Solutions consultant – get answers to your technical questions here.
See what’s involved in installation
Learn how to upgrade your files/data
Understand important differences between Enterprise Solutions and QuickBooks Pro & Premier
IMPORTANT: This information is subject to change. Before installing QuickBooks Enterprise Solutions, speak with a support representative (by calling 1-866-935-7237) and/or refer to the “Upgrader Guide” included in your installation package.
Upgrade Your Files from QuickBooks Multicurrency Edition, QuickBooks 2007 or Earlier.
If you are upgrading a company file that was saved in QuickBooks Multicurrency edition or QuickBooks 2007 or earlier, there are additional steps you will need to perform.
You can upgrade company files from QuickBooks Enterprise 2005 and from all earlier versions of QuickBooks EasyStart, Pro and Premier. If your company file is from QuickBooks Enterprise 2004 or earlier, contact the priority support team to have it upgraded to Enterprise Solutions.
Important
Enterprise Solutions saves company data in a different format than QuickBooks, allowing for more efficient data retrieval from large company files. After you upgrade a company file to Enterprise Solutions, you cannot open it in QuickBooks EasyStart, Pro or Premier. Your old company file is not deleted, so you can still open it in your previous version of QuickBooks.
Before You Upgrade Your Company File.
Find your last sales tax return(s): Locate the paper copy of the last GST/HST/QST and PST sales tax returns that you filed and have them with you when you start the upgrade process. You will need information from these returns to upgrade your company data.
Find your payment detail(s): Locate the payment or refund information for your last sales tax payment including how much was paid or received and the date for which it was paid. You might need to find this information from a GST slip or a cheque receipt.
Make a backup of your old company files: QuickBooks prevents you from overwriting your original company file during the upgrade process. However, for added safety, make a backup before you start.
Start the Upgrade Process.
STEP 1: In Enterprise Solutions, open your old company file.
STEP 2: Verify you want to upgrade your file, click to select the checkbox and then click Update Now.
STEP 3: Follow the on-screen instructions.
If you file sales tax (GST, HST, QST, or PST), enter the end dates of the periods for the last GST/HST/QST and PST sales tax return that you sent to the government.
If you use foreign currencies, let QuickBooks know. Also indicate if you use a currency other than Canadian Dollar (CAD) for your home currency.
When prompted to back up your data, browse to the folder where you backup your files. Do not overwrite any existing backup files.
When asked where you want to save your company file, we recommend that you allow QuickBooks to choose the location. This puts your company file in a standard location for new operating systems.
STEP 4: Click Finish to begin the upgrade process.
You may be required to perform some additional steps once the upgrade process is complete. If so, the Upgrade Centre will appear and areas that need your attention will be highlighted.
After you upgrade, if you have time to complete these tasks, we recommend that you do. However, you can always come back at a time that is more convenient for you. Just click "Add Reminder" to add these tasks to your reminders list - and, when you are ready, go to the Company menu and select Upgrade Centre.
NOTE
If you choose to complete these tasks at a later time, you want’ be able to access three features until you provide details about your sales tax data:
Adjust for sales tax overpayment or underpayment, which is described below.
Sales tax reports
File sales tax
When you attempt to launch any of the above features, you’re asked for the date and amount of your last sales tax payment (or refund), which completes the upgrade of your sales tax data. Please keep this information handy. Once QuickBooks has this information, you can access all the sales tax features without interruption.
Do Not Delete Your Original Company File.
You need it to create sales tax reports or to review transactions that took place before you
upgraded your company file, as well as for audit or tax inspection purposes.
During the upgrade process, QuickBooks knows the location of your old company file and
will prevent you from overwriting it.
