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Prepare your company file to update (upgrade, convert) to a new version (year)

This article is not for downloading and installing an update (e.g. R3 or R5) to your current version of QuickBooks.

Before updating your company file to a new version of QuickBooks, consider giving your file a 'check-up' to reduce the possibility of errors occurring during the conversion process.

It is possible that your company data file already has damage in it but the damage is not visible because that particular area (record) is not touched. When you update your file, every area is touched and previously unknown data damage can become visible. Sometimes, this damage cannot be fixed in the updated file. It much easier to fix damage in your file before you update it. The probability of hidden damage increases with:

  • Updating multiple years e.g., QBW 2010, 2011 or 2012 to QBW 2013 or 2014.
  • Older files ( 3 years or older).
  • Larger files (500 MB for Pro and Premier, 1 GB for QuickBooks Enterprise Solutions).
Detailed Instructions




If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.

KB ID# HOW12071
9/17/2014 10:39:31 PM
PPRDQSSWS404 9102 Pro 2013 738540