How to Convert QuickBooks Enterprise to Pro (Desktop)

The conversion is done when your business requirements are now changed. If you have not needed any specific reports that you do before this then do switch or convert your software edition. 

Convert QuickBooks Enterprise to Pro can be done by following the 2 procedures that are mentioned below. QuickBooks Enterprise is the upgrade version of QuickBooks Pro that cannot be downgraded. So, to go from QuickBooks Enterprise to QuickBooks Pro you have to migrate or transfer all your QuickBooks company data. Also, buy a license and then activate your QuickBooks software to get back to your workflow.

Reasons Preventing QuickBooks Enterprise Data Conversion to Pro or Premier

There are a few reasons that you must know so these are listed here:-

• The file size must not cross the limited file size that is a minimum of- 500 MB and a maximum- of 2 GB
• If there is an active database of Enterprise that is not valid to let you convert into Pro
• You have to check that no file in the present database is damaged if found then it causes you issues in converting  data
• The names of the QuickBooks Enterprise files are still 14,500 or if it is crossed then the problem happens.

How to Convert QuickBooks Enterprise to Pro or Premier?

To convert QuickBooks Enterprise to Pro, follow the conversion process in the given order:

Prerequisites to converting QuickBooks Enterprise to QuickBooks Pro or Premier?

• The size of your QuickBooks file doesn’t matter; it needs to be below 350,000 targets. To reduce the size, refer to the guide on Trimming your QuickBooks Windows file for import. If you have over 350,000 users, it’s recommended to stick with QuickBooks Enterprise, as it’s designed for handling large files. When you condense your QuickBooks file, your transaction history gets deleted, and there is a risk of data corruption.
• Visit http://qbo.intuit.com/ to register for a free trial of QuickBooks Online.
• You can only import QuickBooks Desktop data within the first 60 days after starting your QuickBooks Online organization. Importing your QuickBooks Desktop file will replace your entire QuickBooks Online file and delete all existing data.
• The QuickBooks Online account level should be Administrator.
• To import your desktop file, you need to be logged in as the Admin user.
• For Windows, it is necessary to use Internet Explorer as no other browsers will work.
• If you encounter any problems with the file you are importing, please visit QuickBooks Online Import Errors.

Also Read: How to Convert From Sage 100 to QuickBooks

Step 1: Create and Restore a Backup of the QuickBooks Enterprise to QuickBooks Pro

Backup your Company File from QuickBooks Enterprise

• Begin by opening QuickBooks Enterprise.
• Next, select File from the menu and make sure that Switch to Single-user mode is displayed.
• While in multi-user mode, choose the option to return to single-user mode.
• Once more, select the File menu item.
• Select the Backup Company option from the drop-down menu.
• Also, you have to select the option Create Local Backup.
• Your screen will open to the Backup window.
• Choose the Local Backup option here.
• Next, press the Next button to continue.
• To find the location where you want to save this backup file, you must click the Browse option.
• Additionally, you can specify how many backups you want to perform (Optional).
• Before saving, a test is now conducted to verify the backup file. For you to be aware of any issues or problems in this stage.
• Then, when you are ready with it the test reports are ok.
• Next, press the OK button to proceed.
• When you are done, select Save it Now and then Select Next.
• You have to wait for it to create the backup of the file and get notified.

Restore Your Company File to QuickBooks Pro

• Begin by opening the QuickBooks Pro.
• Then you have to click on the File menu option.
• Now you have to select the Open and Restore company file.
• You have to now choose to Restore a Backup copy.
• Now you have to click on the Next button.
• By clicking on the Browse button on your computer find the backup company file.
• Then you have to choose the folder to save the file and then click on Open.
• You have to click on Save when everything is complete.

Read more: How to Convert From Sage 100 to QuickBooks

Step 2: From QuickBooks Enterprise export the data and then Import it into QuickBooks Pro

A. Export Data From QuickBooks Enterprise

To Export Data

• You must click on Customer/ Supplier/ Payroll Centre in QuickBooks.
• Then you have to click on the Excel drop-down menu.
• Now you have to select Export list if you want to export the contact information, balance, or name of the customer, employee, or supplier.
• Now you have to select Export the transaction in case you want to export any specific transaction.
• Now you have to click on the option to create a new worksheet.
• Click on the Export button now.

To Export Items

• You have to go to the lists menu option.
• Then you have to select the Item list.
• Now you have to click on the drop-down menu of the Excel.
• After that, you have to choose the Export all items option.
• Now you have to click on Create a New Worksheet.
• Lastly, click on the Export button.

To Export Reports

• Start by going to the lists menu in QuickBooks.
• Then you have to select the Item list.
• Now you can click on the Excel drop-down menu.
• Click on the Create New worksheet to create a new worksheet.
• Now you have to check the preferences and lastly click on Export.

B. Import Data to QuickBooks Pro

• Select the File option by clicking on it.
• Additionally, choose the utilities.
• Select Import by clicking on it.
• Select Excel Documents.
  • You have to follow the instructions that are shown on your screen.
  • Choose the kind of data to import in this.
  • QuickBooks gives you an overview and formats all the data.
  • Click the Add My Data Now button to manually add any data.
  • Click the Close button after making sure the Preferences are correct.

C. Review Your Data

Review all the data you have moved, converted, or transferred between QuickBooks accounts. Verify that no data is lost, and if it is, manually enter it into the new QuickBooks program. Make sure to look for errors as well so you can correct them. After that, now you are done.

D. List the Items That can be Sent to Your QuickBooks Pro Edition

A few things from your previous account can be moved over to your QuickBooks Pro account.

These things are as follows:-

• Employees
• Accounts
• Items
• Classes
• Customers
• Vendors
• Lists
• The transactions have ties between them, such as the invoice for which you applied the payment.
• It is possible to transfer any financial or non-financial transaction like purchase orders, payroll, accounts payable, and accounts receivable.

What is the Difference Between QuickBooks Enterprise and QuickBooks Pro?

When it comes to comparing QuickBooks Enterprise and Pro, the two most widely used editions of QuickBooks, there are notable differences in their features, pricing, usability, and security.

• Uses: QuickBooks Pro has all the basic accounting features and is more cost-effective for small and medium businesses.
• Security: Data security is an important consideration when selecting your preferred accounting software. In the case of QuickBooks Enterprise, the ability to set up over 30 users can potentially expose data security vulnerabilities. Conversely, the Pro version offers limited access, enhancing data security measures.
• Features: While both versions provide all the basic accounting features needed to run a business smoothly, Enterprise edition offers some advanced accounting features.
• Pricing: QuickBooks Pro is specifically designed for small and medium-sized businesses, offering a tailored solution that caters to their needs. Moreover, Pro is more cost-effective compared to the Enterprise edition.

How Does it Work?

The steps are simple:

• Use the link below to purchase and upload your Enterprise company file.
• Your Enterprise data will be converted to a QuickBooks Pro/Premier file and returned to you.
• You can use your converted data immediately after downloading it by opening it in QuickBooks Pro or Premier.

Steps to Use the Conversion Service

• Purchase one instance of the service for each company to be converted by clicking the Add to Cart button above.
• Create a Conversion Request: After completing the brief process, you will be prompted to upload the file that will be converted to QBW. This can be a *.QBW company file, a *.QBB backup, or a *.QBM ‘portable’ file.

Your converted file will be emailed to you once we’ve completed the conversion.

Supported Versions

Source company files can be from US Enterprise versions 6.0 – 23.0. The data will be returned in the Pro/Premier file format, in the version requested – from 2017 – 2024. According to the table below, QuickBooks Pro/Premier version year must be the same or newer than the source Enterprise version. If your Enterprise version is 21.0, the file can be converted to Pro/Premier 2021, 2022, 2023 or 2024:

If QuickBooks Freezes or Becomes Unresponsive During Import

• To open the Tools Menu, press ALT and T simultaneously. Then select Internet Options from the menu at the bottom of the page. Next, choose the Security tab from the top menu and deselect the Enable Protected Mode option.
• On the same page, click on Sites. Add the URLs “https://qbo.intuit.com” and “https://lvdc.qbo.intuit.com” one at a time to the Trusted Sites list. Afterward, click Close. While still on the Security tab, click on the Internet Zone, which is represented by a globe icon. Adjust the security level slider to either Low or Medium.
• Once done, click OK. Before attempting to import again, it is recommended to shut down and restart Internet Explorer.
• This blog aims to address any doubts you may have regarding the conversion of your enterprise company to QuickBooks Pro/Premier. If you encounter any unresolved issues even after reading this blog, feel free to contact the help desk team, available round the clock for users.

Conclusion

I trust the preceding information in the post aids you in transitioning from QuickBooks Enterprise to QuickBooks Pro, assuming you’ve successfully imported the data. This article will guide you through the essential steps required for the smooth conversion of data between QB Enterprise and QB Pro. Throughout this post, we will utilize QuickBooks Online as a comprehensive platform for importing the data.

Frequently Asked Questions

Q 1: What is QuickBooks Data Conversion?

Ans: QuickBooks data conversion includes transferring data from one format to another format. This is required when data is transferred while installing QuickBooks or upgrading to a new version. The process can be difficult, so it is crucial to select a robust QuickBooks data conversion service to ensure data transfer is accurate.

Q 2: How do I procure data from QuickBooks?

Ans: To get data from QuickBooks, the ideal way is exporting. Export the data as an Excel spreadsheet.

Q 3: How differently QuickBooks Premier used differently, compared to QuickBooks Pro?

Ans: QuickBooks Premier is used by small or medium-sized businesses that lack financial support to spend on software. However, the QuickBooks Pro edition offers all the features required by small business accounting.

Q 4: What items can be sent to QuickBooks Pro Editions?

Ans: Here is the list of the things that can be moved from QuickBooks Enterprise to Pro account:

• Accounts
• Items
• Classes
• Vendors
• Lists
• Employees
• Customers

Q 5: Is it possible to get any version of QuickBooks Pro from QuickBooks Enterprise Desktop?

Ans: Yes. It is possible to download and install any QuickBooks Pro version that meets the business requirement. Once the installation is complete, get the license to activate the account properly.