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Enterprise to Pro – Post Conversion Help

Overview

Review the steps to take after the conversion process.

How to use your converted file

We usually return your converted file as a single 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 shows the recent companies you’ve opened and their location.

– To open a company file you have never opened before, choose File | Open or Restore Company… and then pick Open a Company File.

You may need to navigate to where you put the file.  Once there select the company and QuickBooks will open it.

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 sometimes happens the first time you open a QB file in a new location. In this case, click Cancel on the error message and try to open the file again.  It will almost always work. If not try a third time and then it should work. Once the file opens it will continue to open.

Attached Documents, Form Images, and saved Payroll Tax form images

While your financial data is contained in your company file (*.QBW file), if you use the attached documents feature, form images for custom sales forms, or payroll tax forms – these items are not part of your file.

They are saved in folders under your company file.

For attachments, they are saved in an Attach folder.  Within that folder is another folder that uses your company’s file name, and within that folder are your attachments.  Other saved items use a similar method.

This means that if you rename your company file, or move it, then your attachments will no longer be accessible. During the conversion process we rename your file for clarity, so this is likely to happen unless you manage the situation.

There are two ways to retain access to these files:

Option 1:  Recommended: Restore your converted file in the same location and with the same file name as your original Enterprise file.

Retain access to all related saved files in just two steps.

1) Important!: First, move or rename your Enterprise *.QBW company file so  the restore process does not override it (essentially delete it.)

Use Windows Explorer (not Internet Explorer) to locate your company file, which will have a *.QBW file extension and the file type is QuickBooks Company File.  It can be easier if you view your files using the “Details” option.

Of the similarly named files, your company file will likely be the largest, and if you sort by Name as seen below, will usually appear first:

Rename the file something different, such as by adding “- Enterprise” to the end of the file name.

 

2) Then restore your converted file.  As you do, give it the same name as your enterprise file had before you renamed it.

 

Option 2: Rename the folder that contains your attached documents to match your new file’s name.

This option will work will but it involves many more steps.

– Restore the converted file in the same location as the original Enterprise file.

– Locate the folder that contains your attachments and rename it:

1. Use Windows Explorer (not Internet Explorer) to locate your file. In this example I used a folder under My Documents called QB Company Files to store my company files:

Under the QB Company Files is the Attach folder.  Within that folder is a folder for each company file, named after the file.  Here only the “My Company” folder is seen as I only have one file with attachments:

 attachments

 2. Rename the folder, seen above as “My Company” to the new company file name:

Here you can see the two company files and the renamed folder under the Attach folder, which now matches the new file name “My Company – QB 2016 Pro”.

Once you’ve renamed the folder, then start QuickBooks and open your converted file.  Now you’ll see your attachments as before when using your original file.

 attachments3

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.

As with attached files, these files are not actually part of your QBW company file, but are saved on your hard drive in a folder under the QBW file’s location.

In this case the folder is named “[file name] – Images”, so as in the case of the “My Company” file above the folder name will be “My Company – Images”

As above, if you rename the folder to match your new file names, while QB is not running, then start QB and open the file, your images will be available.

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.