Do-It-Yourself And Hope For The Best
Let Your Bookkeeper Try It
Hire Someone With Skills In Your Industry
Hire Someone Without Skills In Your Industry
Have a recovery plan in place in case the entire QuickBooks crashes on the upgrade
Make three separate QuickBooks backups and store them somewhere other than where QuickBooks is located
Verify QuickBooks Data Integrity
Print an expanded Profit and Loss Report Year to date
Print an expanded Balance Sheet Report Year to date
Perform three routine maintenance rebuilds
Reprint an expanded Profit and Loss Report Year to date and compare to the first one
Reprint an expanded Balance Sheet Report Year to date and compare to the first one
If any numbers are different, STOP and contact us immediately! 206-361-3950 sharie@fasteasyaccounting.com
If you are upgrading from before 2006 the entire database will need to be converted from the old IIF to the current SQL version which is a chore for those of us who are skilled
If you are upgrading and skipping years, 2008 to 2012 we recommend upgrading one year at a time and performing a thorough maintenance each time
When you are finished print the reports show in steps 4,5 and 6 again and compare them with the original reports
"Help! My entire business is on QuickBooks and I have no way of knowing who owes me money!" - Click Here To Read An Interesting Story
"It looked so simple"
"We have upgraded many times before with no problems"
"We did not back up QuickBooks"
"We were in a hurry"
"The Bookkeeper said they knew what they were doing!"