If there is something we approach with a lot of trepidation, it is the upgrade of any QuickBooks instance to a newer codebase version of QuickBooks.
The upgrade from QuickBooks 2007 non-multicurrency version to QuickBooks 2008 non-multicurrency version with the new codebase was rife with issues.
We run our bookkeeping on QuickBooks Multicurrency since many of our transactions are in non-Canadian dollars. The codebase for the Multicurrency version has not been touched until now.
The accompanying QuickBooks Upgrade card indicate a number of things to be aware of when upgrading:
- Make sure to have any recent Sales Tax Returns at hand prior to upgrading.
- Have the tax return payment or refund information at hand as well.
- Make a backup.
The QuickBooks site:
- Article ID 4334: Working with your upgraded company file in QuickBooks 2010.
- Article ID 4355: I upgraded my file from Multicurrency 2008 or QuickBooks 2007 (or earlier) to QuickBooks 2010. Why is QuickBooks asking me if I make instalment (sic) payments?
- QuickBooks Support Search: QuickBooks 2010.
Needless to say, we will be keeping our current bookkeeping online with our current version for the next month or three. Our bookkeeper will asked to run things in tandem for a while . . . just in case (previous disastrous QuickBooks post).
Microsoft Small Business Specialists
Co-Author: SBS 2008 Blueprint Book