FAQ (Frequently Asked Questions) Upgrading QuickBooks.
This time of year there’s always a lot of hype and pressure to upgrade to the newest version of QuickBooks. Inuit put “upgrade” ads in your current version of the software, they send you emails with “special offers”, perhaps your QuickBooks professional advisor or your CPA is making the recommendation that you upgrade.
Sometimes this is just hype and a way for these folks to make some extra money – because they earn a commission on your purchase. Other times their urging is legitimate, perhaps the version of QuickBooks that you are using is scheduled to “sunset or retire” by May of 2013 and you’ll use many of the services that you rely on – like payroll and on-line banking for example.
- Should I/Do I NEED to Upgrade QuickBooks?
- How Often is a new version of QuickBooks released?
- Will all of my data transfer from my existing version of QuickBooks into the new one?
- Will my payroll subscription/credit card functionality also transfer?
- Will the 3rd party add-ons that I use be compatible with the new version of QuickBooks?
- Will there be a learning curve once I upgrade?
- Will I need to buy a new computer?
- Can I do the upgrade myself or should I hire someone?
- How much time should I plan for the upgrade?
The FAQ – Upgrading QuickBooks eBook also includes tips on:
- Why running Windows Disk Defragmenter is an important part of the upgrade process.
- Talks about why it’s important to install and run all of your software under a Standard User Account if your computer is a Windows Vista, 7, or 8 machines – something a lot of IT/Computer techs don’t do that they should.
- Why your CPA might not be the best choice for installing an upgrade.
- Provides some basic computer and QuickBooks file maintenance procedures to help you make sure that your company data file is as healthy as can be
- and provides a list of best practices and tips for installing a QuickBooks upgrade