Solved

migrating QB from 2011 to 2014

Posted on 2014-04-29
2
502 Views
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.
0
Comment
Question by:al4629740
  • 2
2 Comments
 
LVL 93

Accepted Solution

by:
John Hurst earned 500 total points
ID: 40031668
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.
0
 
LVL 93

Expert Comment

by:John Hurst
ID: 40040376
@al4629740 - Thank you and I was happy to help you with this.
0

Featured Post

Free Tool: Path Explorer

An intuitive utility to help find the CSS path to UI elements on a webpage. These paths are used frequently in a variety of front-end development and QA automation tasks.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

By Linda Saltz Customized item descriptions from bills DO import into a customer invoice!   This is a wonderful tip for companies that want to use generic items like Hardware, Software, Mileage, Travel in their item list which helps keep the i…
You may need to view past transactions from previous QuickBooks files or other QuickBooks company files when:       1. you are working in another QuickBooks file       2. QuickBooks is closed QuickBooks users who would benefit from this artic…
With Secure Portal Encryption, the recipient is sent a link to their email address directing them to the email laundry delivery page. From there, the recipient will be required to enter a user name and password to enter the page. Once the recipient …

808 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question