Thursday 24 June 2010

QuickBooks Upgrade to QB 2010 Caveat

Our bookkeeping is done on QuickBooks.

We have some highly customized forms and templates that we use for our invoicing and purchase orders among others.

We did a trial run at upgrading our current QB 2007 company files to QB 2010.

Since we use the multi-currency capabilities of QB, we needed to wait until the 2010 version became available as the earlier versions of the new code base did not support multi-currency.

So, the verdict?

We lose all of our custom forms and templates. As far as the data is concerned, we need to dig in a bit deeper yet to see if anything was broken in the process.

So, we will hold off a bit longer on the upgrade for our production bookkeeping until things slow down a little more and we have finished migrating our own SBS network to SBS 2008.

As a result, time needs to be budgeted for rebuilding those forms when upgrading from earlier versions of QuickBooks.

Philip Elder
Microsoft Small Business Specialists
Co-Author: SBS 2008 Blueprint Book

*Our original iMac was stolen (previous blog post). We now have a new MacBook Pro courtesy of Vlad Mazek, owner of OWN.

Windows Live Writer

1 comment:

L. Patterson said...

This has been an ongoing pain for our organization as well. We have upgraded a couple of versions and every time we do so the form names are there, but the contents (i.e. the customizations) are toast.

Very frustrating... you think Intuit would clue in by now. Apparently not.