Is there a direct upgrade path from Quickbooks 2014 to 2016?

BRT-Tech
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We are running the subscription version of Quickbooks Premier.  All of the active workstations are on Windows 10 running Quickbooks 2014 with the company files being served from an XP station.

I am planning an version upgrade for next week. I would also like to migrate the data away from the XP station and host it on my Essentials 2012 R2 server.  I have attempted to migrate the data before and got failures when trying to open files in multi-user mode even with the Quickbooks server software properly installed and file rights checked.

I have some questions before I begin.

A - Can the data be migrated directly from 2014 to 2016 ?

B - If so, Would you update the server software on the XP station, or just install the 2016 server software on the 2012 server and hope for the best?

In my failed attempt to migrate QB 2014 data to the W2012 server I made sure that the user Quickbooks created when installing the service had full rights to the directory structure where the data was housed.  When this failed, I think I changed the user that owned the service to the system administrator, but it still failed when trying to run Multi-User mode.  I had previous success with a test scenario on two spare W10 workstations running QB 2015, so I suspect serving the 2014 data may have been the issue.

C - Are there any other tricks besides file rights for the hosting service that I need to do to make if work on Essentials 21012 R2?

Thanks in advance.  We have free support with our subscription, but I got tired of waiting on hold with an estimated wait time of 20 minutes, so I deferred to the experts I trust :)
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Lionel MMSmall Business IT Consultant

Commented:
It is fairly easy to do since the actual file, the file with the data will be upgraded if needed. I suggest you remove any previous versions from your Essentials 2012 server; install 2006 (making sure to select that this is where the file will be hosted) and do any updates (go to website and see if there are any). Then make a copy of the data file from its current location and move it to the folder on the essentials server that you plan to share (what the other system will connect to); simply add the required share permissions to the folder; Quickbooks will add any other user/file permissions it may need. Once that is done then start QB 2016 and open the file on the server -- it will tell you if the data file will be upgraded or not and prompt you whether you want it have it make a backup first. Once that is done then the server is good to go -- make sure that the QB Database Server Manager is running (this is the only piece that I sometimes have problems with -- if it isn't running then multi-user mode can't be run -- so at times I have to either auto start this with script or manually start it). Please let me know if this isn't clear of if you have any further questions. It is really not too complicated--good luck.

Author

Commented:
Thank you for the response.

You have alluded an answer to the primary question, but not answered it directly:  Will QuickBooks Premier 2016 accept and automatically update a QuickBooks Premier 2014 Company file?  I know I can go from 2014 to 2015 and then from 2015 to 2016 - I'd just rather skip the stop at 2015.

I had not planed on installing the application on the server, only the Database Server, however I may go ahead with your suggestion using an extra copy of the Company File as a test.  Thanks.
Small Business IT Consultant
Commented:
Question
QuickBooks Premier 2016 accept and automatically update a QuickBooks Premier 2014 Company file?

Answer
Yes--once you have installed QB 2016 and you open the 2014 file it will tell you if an update of your data file will take place--in some cases it may not be needed--if it is needed it will ask if you want to make a backup of the old file before proceeding.

Comment
I know I can go from 2014 to 2015 and then from 2015 to 2016 - I'd just rather skip the stop at 2015.

Answer
You can actually go from just about any older version to a newer version and you will encounter just about the same steps I mentioned aboove

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I had not planed on installing the application on the server, only the Database Server,

Suggestion
If you misunderstood what I said then my apologies--all I meant to say to select the option to host the file on the server; choosing that option will only install the pieces required to host and share the data file, which will include the database server

Author

Commented:
Thanks.
Lionel MMSmall Business IT Consultant

Commented:
glad I could help

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