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migrating QB from 2011 to 2014

Posted on 2014-04-29
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Last Modified: 2014-05-04
We are migrating QB 2011 to QB 2014.  Does anyone know of any known issues in the migration jump?

We have the QB server running on a server and have 3 client computers accessing it.
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Question by:al4629740
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John Hurst earned 500 total points
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The migration should work just fine.

Copy the company file (.QBW and .TLG) to a local machine. Make sure you leave the company file on the server.

On this local machine, upgrade QuickBooks. Also Update it. Now open the company file on the local machine (not the server). Allow the upgrade to occur - it could take a while depending on the size of the file. Start this process in an off time.

Once migrated, check out the balance sheet (have a "before" balance sheet printed out). Check for proper overall operation.

Assuming all is well, copy the company file back to the server and upgrade the remaining QuickBooks workstations.

I do this annually and it works fine.
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by:John Hurst
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@al4629740 - Thank you and I was happy to help you with this.
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