Businesses often transfer from QuickBooks Enterprise to QuickBooks Pro or Premier to address their evolving needs. QuickBooks Enterprise to Pro conversion provides a simplified solution for those seeking cost-effective and streamlined functionality.
The conversion process needs precise management to ensure data integrity and stop loss. This guide elaborates on the steps involved in the conversion process, highlights its advantages, and outlines the prime differences between QuickBooks Enterprise and QuickBooks Pro.
How to Convert QuickBooks Enterprise to Pro or Premier?
To convert QuickBooks Enterprise to Pro, follow the conversion process in the given order:
Step 1: Transfer Enterprise Files to QuickBooks
- First, sign in to your QuickBooks application.
- Take a backup of the files. Save it in the local hard drive.
- Restore the backup. Make a copy and use it for your work.
- On the Home screen, start the QuickBooks Enterprise version.
- Click the “Ctrl + 1” keys to launch the Product Information screen.
- Click the “Ctrl + B” and “Ctr; + Q” keys simultaneously.
- Press the “OK” tab.
- Add your QuickBooks login credentials on the next screen.
- Check the “Services and Terms” checkbox.
- Click the “Submit” button.
- Review the list and complete the guidelines displayed on the screen.
Step 2: Export the Data from QuickBooks Enterprise to QuickBooks Pro
Transfer QuickBooks Enterprise data to QuickBooks Pro, follow the instructions given below:
- Once the file is imported to QuickBooks, use Internet Explorer for further export.
- Complete the online prompts to install the controls.
- For the entire file conversion, select the option, “All Financial Data”.
- Now press the tab, “All Financial Data without Transactions”.
Step 3: QuickBooks Enterprise to QuickBooks Pro or Premier File Conversion
Convert QuickBooks Enterprise Files to QuickBooks Pro with the steps shared below:
- Open the QuickBooks Desktop.
- Select the Company File you need to convert.
- Press the Convert button.
- Implement the on-screen prompts.
Step 4: Obligations after Conversion
Here are the steps to implement once the conversion is complete:
- Open the Internet Explorer.
- Click the “Alt + T” keys.
- Now press the Tool menu.
- Now go to the “Internet Options” tab.
- Now choose the “Security” tab.
- Now choose “Reset all zones to the default level”.
- Now press “Apply” and then click the “Ok” button.
- Finally, shut down the Internet Explorer screen.
Why Convert QuickBooks Enterprise to Pro Accounting Software?
A QuickBooks Enterprise user migrates to QuickBooks Pro for a set of specific reasons. The reasons for migration include the following:
- Switch from QuickBooks Enterprise to QuickBooks Pro, if the business has less than 14500 items (vendors, products, customers, etc.).
- QuickBooks Enterprise is quite costly compared to Pro.
- QuickBooks Pro promises similar advantages and features, making it a reasonable alternative to Enterprise.
The reason to import data from QuickBooks Enterprise to QuickBooks Pro is evident. The total conversion process will be completed through QuickBooks Online. QuickBooks Online works as a pass-through tool that enables users to migrate data effortlessly from QuickBooks Enterprise to QuickBooks Pro.
What are the Features of QuickBooks Pro or Premier?
The QuickBooks Desktop version offers a wide range of features across its Pro, Premier, and Enterprise editions. The capabilities have a strong impact on the business processes across an organization.
Here is a detailed overview of QuickBooks Pro features that require a special mention:
- A single user handles several companies by installing QuickBooks Desktop Pro.
- QuickBooks Desktop Pro functions in offline mode. Hence, it is perfect for businesses with unstable internet connections.
- It is the end choice for multi-company and farm accounting software.
- The Pro version works well for businesses with fewer accounting tasks, such as inventory or stock. Your accountant can use all reports on the same desktop, without online sharing.
- QuickBooks Pro ensures secure banking along with cash management. It lets you combine check and cash transactions to monitor daily business undertakings.
Here is a detailed overview of QuickBooks Enterprise features that require a special mention:
- Monitor inventory across locations.
- Create customizable reports with industry-related templates to minimize errors.
- A single dashboard displays picking, packing, and shipping workflows.
- Over 115 activities are present with all team members. Others stay private.
- Solutions for manufacturing, contracting, and retail with advanced features are available.
What are the prerequisites to converting QuickBooks Enterprise to QuickBooks Pro or Premier?
Here is the list of the things to remember before beginning with QuickBooks Enterprise to Pro or Premier conversion:
- Make sure the QuickBooks company file has less than 350,000 targets. Trim the file before importing, if it exceeds the limit.
- Prepare a QuickBooks Online free trial account
- Sign into QuickBooks using admin details.
- Prepare a backup of your QuickBooks company file.
- Access Internet Explorer to run QuickBooks.
Difference Between QuickBooks Enterprise, Pro, or Premier
Try to compare all versions before converting QuickBooks Enterprise to Pro or Premier to choose which version best suits you.
Features | Pro Plus | Premier Plus | Enterprise |
Max. Number of Users | 3 | 5 | 40 |
Data File Size Up to | 150-200 MB | 150-200 MB | 1 GB |
Pricing | Starting at $799/yr/user | Starting at $799/yr/user | Starting at $1830 00 /yr* |
Customized Prices within QuickBooks | No | No | Available |
Anytime, Anywhere Access | With Hosting Service | With Hosting Service | With Hosting Service |
Individual User Permission | Yes | Yes | Yes, with more advanced options |
Industry-specific Features | No | Yes | Yes |
Create Reports with QuickBooks Statement Writer | No | Limited to Accountants Only | Yes |
Sales Forecast | Yes | No | No |
Multiple Currency Expense Tracking | Yes | Yes | Yes |
Work on Multiple Company Files Simultaneously | No | Limited to Accountants Only | Yes |
Bar Code Capabilities Without Add-on | No | No | Yes |
Predefined User Roles (14 in number) | No | No | Yes |
One-Click Reports | Yes | Yes | Yes |
Bin Location Tracking | No | No | Yes |
Import Data from Third-party Apps such as Excel, Outlook, Quicken |
Yes | Yes | Yes |
Tracking Inventory | Yes | Yes | Yes |
Create Purchase Orders | Yes | Yes | Yes |
Create Business Plan | Yes | Yes | Yes |
Fixed assets management | No | No | Yes |
International Sales Tracking | Yes | Yes | Yes |
Supported Versions of Converting QuickBooks Enterprise to Pro or Premier
Company files from US Enterprise versions 6.0 through 23.0 may be used as sources.
The requested version of the data from 2017 to 2024, will be supplied in the Pro/Premier file format.
The QuickBooks Pro/Premier version year needs to be the same or be new than the source Enterprise version, as indicated by the table below.
The file can be converted to Pro/Premier 2021, 2022, 2023, or 2024 if your Enterprise version is 21.0:
Note: All QuickBooks, except Enterprise, use the same file format, regardless of the version year. This means you can use your converted file with all Premier 'flavors' (Contractor, Nonprofit, Professional Services, Manufacturing & Wholesale, Retail, and Premier Accountant) as well as Pro/Pro Plus.
If QuickBooks Freezes or Becomes Unresponsive During Import
- Simultaneously press ALT and T to bring up the Tools Menu. Next, choose Internet Options from the page's bottom menu. Next, you have to disable the Enable Protected Mode option by selecting the Security tab from the top menu.
- Click the "Sites" link on the same page. One by one, add "https://lvdc.qbo.intuit.com" and "https://qbo.intuit.com" to the list of trusted websites. Next, select Close. Click the Internet Zone (shown by a globe icon) while you're still on the Security tab. Slide the security level slider to Medium or Low.
- Click OK when finished. It is advised to stop and start Internet Explorer before trying to import again.
- This blog seeks to answer any questions you might have about switching your enterprise business to QuickBooks Pro/Premier. Contact the help desk team, which is accessible to users 24/7, if you continue to have problems after reading this blog.
Final Words
In this guide, the easiest and safest way to convert QuickBooks Enterprise to Premier or Pro are shared in detail. All the crucial information related to the topic like steps, and benefits of converting QuickBooks Enterprise to Pro are shared.
Still, if any kind of doubt or confusion exists, you can get in touch with our team of experts. Call us at +1800-961-4963.
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.
Q2. 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.
Q3: How differently QuickBooks Premier is used, 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.
Q4: 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
Q5: 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.