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Do I need Enterprise?

Do I need Enterprise?

When deciding to use the Enterprise to Pro conversion service, you may need to evaluate whether or not Pro/Premier is suitable for you.

Consider the unique features to Enterprise and data size limits present in Pro/Premier that are different in Enterprise.

Enterprise Features

If you use features unique to Enterprise, those features will no longer be available to you after your data is converted. The data will still be in your file, but in various ways you may not be able to change it or add more of the types of data unique to that feature.

We don’t have an exhaustive list of features, partially because Intuit does not really publish them (their materials online are mostly marketing, high level, and gloss over details.)

In some cases an entire feature is unique to Enterprise and in others some functionality within a feature is unique.  For example, Advanced Inventory is Enterprise only.  Also, within the custom fields feature, which is used on sales forms, the pick lists you can pick from are an Enterprise-only feature.

Most users are aware if they’re using Enterprise only features, and generally this has not been an issue for our customers after conversion. Here’s a page from Intuit that compares features for different QB versions.

Data Size Limits

When considering differences between Enterprise and Pro/Premier, generally your company’s file size does not matter.  Intuit often states that it does, but we have not seen that when testing.  We have converted files well over 1 Gigabyte in size with no issues.

Transactions

The number or complexity of transactions in a file also does not seem to matter.  However, smaller files do run faster in many cases. The Condense option can reduce your file’s content for better performance.

Lists

What does matter are size limits for various QuickBooks lists.  Lists in QB are objects/structures like your items list, class list, chart of accounts, and your names lists.  There are many other minor lists like your terms, templates, payment methods and so on.

Each of these lists has size limits imposed by QuickBooks.  These limits are different for some lists when using Enterprise.

The lists that tend to impact customers considering a conversion are the items list and, collectively, the various names lists (customers, vendors, employees, and other names).  When using Pro/Premier, you can have up to 14,500 items on your items list and 14,500 names on your combined names lists.  Once you have that number you can no longer create new records on the impacted list.

See Intuit’s rundown on various list limits.

Check your lists sizes by pressing F2 while in QuickBooks.  Look in the lower right corner of the resulting Product Information dialog window in the List Information box.

If your lists are larger than the limits for Pro/Premier, then you may need to continue to use with Enterprise.

Condense

Or, opt for the Condense option as you order the conversion service. Pick an aggressive cutoff date, perhaps keeping only two or three years of transaction data, and then choose the options to remove unused list records.

Notes

– If your file has large lists, we can still convert it.  This may be useful to keep your large file for reference only in Pro/Premier. (You’ll still be able to view the over-sized lists for reference, but won’t be able to add new records to those lists.)

– If you choose the Condense option when you purchase, then on request we will return your original file, converted to Pro/Premier, to you for reference as well as your smaller converted file.

Multi User

Both Pro/Premier support multiple users working in a QB Company file at the same time, as long as the users are using different copies of QB, or different copies from a multi-user SKU.  The primary difference is the number of users that can log into a company file using Enterprise compared to Pro/Premier.  Pro support up to 3 simultaneous users, Premier up to 5, and Enterprise up to 30 users.