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
- Download the latest QuickBooks Desktop 2024 installer from the Intuit website.
- The installer file will be called QuickBooksDesktopInstaller.exe.
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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