Enterprise to Pro – Post Conversion Help
Overview
Review the steps to take after the conversion process.
How to use your converted file
We will return your converted company as a QuickBooks Backup file. To use it, save it on your computer and then “Restore” it, a process that turns it into a company file. Restore it from the QuickBooks menu by picking File | Open or Restore Company. Then pick the Restore a Backup option to proceed.
– We recommend restoring the converted file in a folder where you keep other QB files.
– If you are unsure where your other QuickBooks company files are located, Choose File | Open Previous Company from the QB menu. The sub-menu that appears will show the recent companies you’ve opened and their location.
I get an error opening the converted file
If you get a -6000 series error the first time you attempt to open your file, note that this is a common error but doesn’t mean there is anything wrong with your file. It’s usually avoided when restoring a backup, which is one reason we send backups.
Errors sometimes happen the first time you open a QB file in a new location. This appears to be a timing issue where both QuickBooks and one or more of the several QuickBooks services running in the background attempt to access the file at the same time, perhaps to update the .ND (network directory) file related to multi-user features.
In this case, click Cancel on the error message (don’t, for example, run the File Dr as suggested) and try to open the file again. This time, after selecting the file to open, wait for a few seconds before clicking the Open button. You may see the mouse flicker or you may see a small file appear and then disappear in the file open dialog. It will almost always work the second time if you pause and wait. If not try a third time and then it should work. Once the file opens it will continue to open normally in its location.
Attached Documents, Logos, Signature files, Sales form Template Images, and Payroll Tax form history
These files are not actually part of your company file. Instead, they are saved in folders named after your company file within the folder where the company files are stored.
Images and tax form files are included in backups made from within QuickBooks, but when restoring the restore process puts them in another folder that is not accessible from within QuickBooks, so these files appear to be lost. This means that even if all you have from the original Enterprise installation is a backup file, you actually do have access to the images and tax forms from that file at the time it was backed up.
If using the the same computer
If you’re using the same computer where you used your Enterprise file then you can rename the old set of folders.
Attachments
Attachments are saved in the “Attach” folder. Within that folder will be one or more folders that each use your company file names(s) and within each of those folders are attached files for a company.
To associate attachments with the new file:
– Within the Attach folder, locate the folder named after your Enterprise file.
– Rename the folder to match your new file’s filename.
For example, if your Enterprise file is named “Acme Sales” and your converted file is named “Acme Sales – QB 2021 ProPremier”, rename the folder to match the new file name.
Form Image Files
Form Images include logos on invoices and checks, other custom images added using the sales form layout designer, and check signature files.
Images are saved in a folder named like “[file name] – Images“.
To associate attachments with the new file:
– Within the folder where your company files are saved, locate the folder for your Enterprise file, named like “Acme Sales – Images” .
– Rename the folder to match your new file, like “Acme Sales – QB 2021 ProPremier – Images“.
Saved Filed Payroll Tax Forms
Similar to Attachments and form images, saved payroll tax forms are not part of your file, but are stored in a folder under your file’s location that is a variant of your file’s name. Rename that folder to match your new file name and the saved forms will appear in the payroll center as they did before.
Images are saved in a folder named like “[file name] – Tax Form History“.
To associate attachments with the new file:
– Within the folder where your company files are saved, locate the folder for your Enterprise file, named like “Acme Sales – Tax Form History” .
– Rename the folder to match your new file, like “Acme Sales – QB 2021 ProPremier – Tax Form History“.
If using a different computer
If you’re using a different computer than where you used your Enterprise file, you won’t have the folders to rename as described above.
However, if you have a backup of your Enterprise file (perhaps the one sent to us for conversion) you can use it to recapture most files except for attachments. The steps to do this are similar, but you’ll get the files from a different location after restoring the Enterprise backup.
First, restore the Enterprise backup.
– From within QuickBooks, restore the Enterprise backup. Note that you can do this with Pro/Premier (even though you can’t actually open the Enterprise file. You’ll get a message that the restore didn’t work, but that doesn’t matter.)
– When restoring:
– The Images folder will be re-created in the standard location and named as above for Images like “Acme Sales – Images.”
– A new folder will be created named Restored_[FileName]_Files, like “Restored_Acme Sales_Files”.
– Within that folder will be several folders. Of interest is the PDF_Tax_Forms folder, which contains the history of your printed payroll tax forms.
Next, recapture the files from the backup:
– Images: Rename the Images folder using the instructions above to match the converted file’s name.
– Tax Forms
– Create a folder for payroll tax forms for your new company file, as above like Acme Sales – QB 2021 ProPremier – Tax Form History“.
– Locate the PDF_Tax_Forms folder within the Restored… folder described above and copy its contents to the new folder you just created.
Attachments are not included in backups, presumably due to their expected large size. If you have access to the computer where you used Enterprise, locate the Attachments there and copy it to the new computer in the Attach folder. Then rename it to match the converted company file’s name.