Learn how to upgrade to QuickBooks Enterprise solutions from Desktop Pro and Premier:
Greater efficiency and better outcomes are what everyone seeks for, and same theory is applied when it comes to QuickBooks accounting software. Many QuickBooks Desktop Pro or Premier users look for upgrading to QuickBooks enterprise due to very many reasons. Core features and advanced inventory and advanced pricing features is mainly what compels the desktop pro/premier users to upgrade to Enterprise. This makes it pretty much clear that there are certain features exclusively present in Enterprise solutions. If you are also a QuickBooks desktop pro/premier user, and want to upgrade to QuickBooks Enterprise, then this post can be of great help to you. The process to upgrade doesn’t involve any rocket science, a few simple sets of steps can work. We will be discussing those steps in detail, in the post later. So, make sure that you stay connected to the article till the end.
Well, if you feel that carrying out the upgrading process is not your cup of tea and is too technical for you, then do not waste time in thinking what to do next, simply give us a call at our toll-free number i.e. 1-800-761-1787, and let our QuickBooks desktop technical help team carry out the process on your behalf.
You might also see: How To backup & restore company data in QuickBooks?
Why to upgrade from QuickBooks Pro/Premier to QuickBooks enterprise?
As we mentioned earlier, features core features are what compels the user to upgrade. Let us take a brief look at those features:
- The very first factor that makes QuickBooks Enterprise better than the desktop Pro/Premier is that Enterprise version can handle much larger company file sizes as compared to the desktop Pro/premier.
- Also, the QuickBooks Enterprise was built with windows terminal services, which means that it works great with multiple users connected to the same windows server
- The Enterprise version possess the capability of having up to 30 users, whereas the Pro/Premier is limited to 5 and 3 respectively.
- Enterprise can have up to 15 custom item fields and 12 custom name fields, where as the other two are restricted to 5 and 7 respectively. Not only this, but also the Enterprise version can be configured so that the custom fields have data field format input specifications, and with even drop-down menus.
- The QuickBooks Enterprise feature is US based technical support and the user can automatically upgrade to the latest version available with an active subscription
- Another factor that makes Enterprise version better is that it can search items within transactions, which is a great for the user to use part number, description or a custom field to search for a specific item
- The Enterprise version has default classes, which allows the user to automatically assign a class in transactions to a name, item or account.
The list of core features that are present only in Enterprise version of QuickBooks doesn’t end over here. There are multiple other features as well that justifies the up-gradation of QuickBooks desktop Pro/premier to Enterprise. So, now the picture might be clear in your mind that why you should upgrade to Enterprise. Let us now see how this process is to be carried out.
Similarities to QuickBooks desktop Pro/Premier and Enterprise
QuickBooks Enterprise solution looks and feels quite similar to the QuickBooks desktop Pro/premier. The features are also quite similar to that of the previous version that you might be using, so this means that the working environment might be similar to the previous one. The existing lists will transition seamlessly into the new software, but the enterprise doesn’t not put the limits to the data just like the other version.
To understand this better, let us take an example: QuickBooks pro and premier permits only 14, 500 names and 14500 items. However, these limits do not apply to Enterprise.
The user can set up more robust security by fine tuning the permissions granted to each other, with up to 30 simultaneous users now allowed. Enterprise version is expected to run swiftly and build reports more quickly. The user can store more information about the employees in the optional payroll feature, and Enterprise makes it easier to track raises, bonuses, and other activities.
Newly Introduced features
We suggest the user to take a few minutes to get familiarize with the extras and new features not available in QuickBooks pro and premier. The list of new features in QuickBooks desktop enterprise are as follows:
- Enhanced inventory receiving
- Advanced inventory
- Better option for creating custom fields
- Ability to assign classes to accounts, items, or names
- More journal entry option
- Custom advanced reporting with ODBC
Steps to upgrade QuickBooks desktop Pro/premier to Enterprise
The user is supposed to carry out a step by step process, to upgrade to Enterprise. The steps involved in this process are as follows:
Step 1: Preparing and testing the network
There are three major things that the user needs to consider, while the upgrading i.e. Networking, file sharing, and permissions.
1. Ensuring to have the right people
- A system or network administrator is needed who understands networking file sharing and has permissions to properly install and configure the QuickBooks enterprise software
- Also, a financial professional is required, who knows the company’s financial needs and can set up company file
2. Selecting an option for setting the network
- Central server option: The QuickBooks database manager is installed on a central server, which also has the company file. Enterprise is installed on each workstation, that can access the company file over network
- Peer-to-peer option: In this option, one workstation stores the company file. The other workstations access the company file over network
- Remote desktop services option: The third option is that the enterprise application is installed on a powerful central server that also stores the company file. The workstations do not have enterprise installed.
Or the user can store the QuickBooks company file on a Linux server and use Enterprise, running on the windows desktop client, to access the data.
3. Testing the network bandwidth
It is very important to test the network bandwidth for multi-user environment. To ensure that the network connection is fast enough to run enterprise, the steps below can be followed:
- The very first step is to select a large data file for testing
- And then note the size of the test file in megabytes
- The next step is to copy the test file from a network location to the system and not the time it takes to copy
- Now, carry out the calculations to determine the network bandwidth: file size x 8/ copy time
- Check firewall and AV settings
- And also check system requirements
Step 2: Installing QuickBooks desktop enterprise
The user is supposed to install the same version of Enterprise on all computers. After that start with the install QuickBooks desktop enterprise software on the server:
- The very first step is to close all running programs, along with antivirus programs
- And then, double click the file downloaded. The user needs to note that if the user ordered the optional backup CD, the user can also install from that
- Carry out the on-screen instructions until the user reaches the choose installation type window
- And then, select the option the user wishes to install:
- The user needs to select express to let the installer automatically make the best choice and then choose the custom and network option to customize installation and location
- The user will be asked to select out of the three options for how QuickBooks will be installed.
- I’ll be using QuickBooks on this computer, but the company file will be located on a different computer
- I’ll be using QuickBooks on this computer and storing our company file here so it can be shared over our network. This might be a server that is also actively used as a user workstation. It should be noted that in peer-to-peer network, this should be the faster user workstation. The user can select this option if he/she is installing enterprise on a server that also serves as a workstation system, or if he/she is installing it on a terminal server with software and company data store on a remote system.
- I will not be using QuickBooks on this system, but I’ll be storing our company file on it so the file can be shared over our network. This system is typically the server. The user is recommended to select this tab when he/she wants to install the QuickBooks database server manager only and no additional user license is required.
- User will have to select the options according to the requirement and choice
- After that follow the on-screen prompts and complete the installation
- The last step is to launch the QuickBooks database server manager to configure the database server
Similar article: How to access QuickBooks desktop remotely?
Installing QuickBooks desktop enterprise server manager
In case the user is a Linux user and want to know the procedure to install QuickBooks desktop enterprise manager, then the user is recommended to go for the Linux database server manager.
Configuring the database server manager
This step is not mandatory on user workstations. The user needs to carry out the steps only on the server or the computer on which the user will store the QuickBooks desktop enterprise company file. The user needs to configure the database server manager. The steps to be followed here are:
- At first, move to the start tab of the windows and then click on it
- Once done with that, the user can see the option of programs and click on it and also choose the QuickBooks option
- Now, click on the database server manager option to open it
- And lastly, the database server manager tool will open
Scan the company files:
- The user needs scan all the company files to allow access to other QuickBooks users, as all the company files are stored.
- The user needs to select scan folders tab in the configuring database server manager window
- And then select the add folder tab to browse the server and choose folders that contain company files
- The next step is to select scan tab to start the scanning process
Monitor the hard drives:
- Select the monitored drives tab
- And then choose all the local drives that the user wants to monitor
Step 3: Setting up sharing
Providing access to company files
- To share the folder containing QuickBooks company files across the network, the user needs to ensure that all users have read/write access and create/delete rights to the directory where the files have been stored.
- Installing Enterprise software on all workstations
Setting up multi-user hosting
The system having the company file should be set up to host multi-user access. In multi-user mode, only one system can host the multi-user access. And on all other installations of the software, multi-user hosting should be turned off to avoid conflicts. If the user has installed QuickBooks database server manager on a file server, then the user will not have to enable the multi-user hosting on the server.
Step 4: Converting the data from Pro or Premier
Backing up the company file
The user needs to back up the QuickBooks data files before opening it in a new version of QuickBooks. Once the user has converted the company file from QuickBooks Pro or premier to QB desktop Enterprise, the user will not be able to read or use that file in pro or premier software. To backup the company file before the user continues:
- The very first step is to visit the file menu and then choose create backup
- And then select a safe location for the file, preferably on a separate system or server.
Updating the company file
- The very first step is to start QuickBooks desktop enterprise and then open the company data file used for Pro/premier
- And then, enter the admin password
- Select the checkbox next to I understand that my company file will be updates to this new version of QuickBooks and after that hit update now
- The next step is to select OK and carry out the on-screen instructions
- Select yes, when prompted
Step 5: Configuring the network and server settings
This is the last step, where the user needs to configure the network and server settings. QuickBooks enterprise has the same look and feel and the same features as the previous version of QuickBooks, so the user will have a familiar environment to work upon.
Configure the lists and user permissions
The existing lists will transfer to the enterprise software, but the will not have the same limits on the data. Such as, QuickBooks Pro and Premier only permit storage 14,500 names and 14500 items. These limits won’t apply to the Enterprise version. The user will be able to change the permissions granted each time with up to 30 simultaneous users now permitted
Registering Enterprise software
The registrations permits the user to take advantage of the benefits that come along the Enterprise version such as the access to technical support. The user can register Enterprise using the steps below:
It should be noted that the registration permits the user to take advantage of the many valuable benefits that rolls in with the software which includes accessing the technical support. The steps to register are as follows:
- The first step is to start QuickBooks desktop enterprise
- And then move to the help menu and select register QuickBooks
- The last step is to select begin registration option and follow the onscreen steps
The point to be noted here is that, if the user moves the installation from one system to another, the user will need to re-register the Enterprise on the new system.
Read this also: Steps to Move your QuickBooks desktop file to QuickBooks online
This brings us towards the end of this process and also the post. We hope that the information shared in above might be of some help in upgrading QuickBooks desktop pro/premier to QuickBooks Enterprise. However, if you face any issue or in case of any error, then feel free to call us anytime.
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