Upgrading to the latest version of QuickBooks Desktop brings new features and improvements for managing small business finances. Here is a step-by-step guide to smoothly transition to QuickBooks Desktop 2024:

Backup Your QuickBooks Data

  • Backup your company files and data to avoid any potential data loss when upgrading.
  • Use the Export feature to save a portable backup to your computer or external storage.

Check Software and Hardware Compatibility

  • Verify your computer meets the system requirements for QuickBooks Desktop 2024, like:
    • Using a supported Windows version
    • Having sufficient RAM
    • Available disk space
  • Any required hardware upgrades, like added RAM, can be done prior to installation.

Download the QuickBooks 2024 Installer

Run the Installer and Update

  • Locate and run the .exe installer file on your computer.
  • Follow the on-screen prompts to begin updating QuickBooks.
  • The installer will automatically detect your existing QuickBooks version and update it.

Verify Everything Looks Good

  • Open QuickBooks Desktop and ensure your company file opens appropriately.
  • Spot-check that data, preferences, and customizations migrated successfully.
  • Review the new features in QuickBooks 2024 and confirm workflows.

Clean Up and Organize

  • Delete old QuickBooks installations and backups to free up disk space.
  • Create a new backup of your QuickBooks 2024 desktop company file.
  • Review program preferences and settings under the latest version.

Upgrading QuickBooks desktop editions is typically quick and painless. Reach out to the Intuit support team with any questions!

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