Let's Convert QuickBooks Pro or Premier to Enterprise A step-by-step guide to upgrading your accounting infrastructure — preserving your data, expanding your capacity, and building for growth. Why Upgrade? The Strategic Shift Pro & Premier Are Being Retired Intuit has discontinued new sales of QuickBooks Pro and Premier Desktop. Support and updates are winding down. Stay Secure & Supported Upgrading ensures your business maintains access to security patches, technical support, and feature updates. Familiar Desktop Environment Enterprise preserves the desktop workflow you already know — no disruptive move to the cloud required. Scaling Beyond Limits Pro and Premier were built for small operations. Enterprise is built for businesses that are growing. 14,500 Pro/Premier List Limit Maximum combined customers, vendors, and items before performance degrades. 1M+ Enterprise Capacity Over one million list items supported without compromise. 40 Simultaneous Users Enterprise supports up to 40 users, versus just 3–5 in Pro/Premier. Powering Your Operations Advanced Inventory Bin location tracking, multi-site support, and serial/lot numbering for full stock control. Industry Editions Tailored workflows for construction, manufacturing, and wholesale/distribution sectors. Consolidated Reporting Manage multiple entities from one dashboard with full intercompany transaction support. Time-Saving Automation Batch Invoicing & Approvals Send invoices in bulk and set automated approval workflows to reduce manual effort. Enhanced Billing & Purchase Orders Streamline billing cycles and manage purchase orders with greater precision and control. Integrated Payroll Native payroll solutions reduce errors and keep payroll in sync with your financials. MIGRATION GUIDE Step 1: Pre-Migration Checklist Before touching your company file, prepare your environment to ensure a smooth, disruption-free upgrade. Compatibility Check Verify server and system meet Enterprise requirements Log Out Users Confirm all users are signed out of the company file Schedule Upgrade Plan after-hours or weekend to minimize downtime Always perform the upgrade outside of business hours. Downtime is typically short, but planning ahead prevents unexpected interruptions. MIGRATION GUIDE Step 2: Securing Your Legacy Data Your Backup Is Your Safety Net Once your company file is updated to Enterprise, it cannot be opened in older versions of QuickBooks. A full backup before migrating is non-negotiable. 1 Open your current Pro/Premier software 2 Perform a full company file backup 3 Store the backup in a secure, separate location MIGRATION GUIDE Step 3: Installing the Enterprise Engine 1 Run the Enterprise Installer Choose the custom or network install option to match your server configuration. 2 Launch & Open Your File Open QuickBooks Enterprise and select your existing Pro/Premier company file. 3 Enter Admin Credentials Log in as administrator to authorize and begin the migration process. If you're on a multi-user network, install Enterprise on the server first, then on each workstation. MIGRATION GUIDE Step 4: Finalising the Transition Complete the Migration You'll see a prompt: "I understand that my company file will be updated." This is the point of no return — your file will be converted to the Enterprise architecture. Click "Update Now" Enterprise begins migrating your data. This may take several minutes depending on file size. Configure User Permissions Set granular roles and access levels to take full advantage of Enterprise's multi-user controls. Built for Growth You've made the move to a more powerful, scalable, and secure accounting platform. Here's what's ahead. Compete at a Higher Level Leverage automation, advanced inventory, and consolidated reporting to operate with greater efficiency. Scale With Confidence Your infrastructure now supports 40 users, over a million list items, and industry-specific workflows. Stay Supported Enterprise receives ongoing updates, security patches, and Intuit support — keeping your business protected.