Quick Books Syncing

[summit administrative services]

Hi all,

I have a client that is running QuickBooks 2003. I am about to take over but will be using the most recent version of QB. Does anyone have any feedback on any potential sync'ing issues between the new version and their current version? Or...in order to sync will they need to upgrade as well?

Thanks for your help!
Heather

[leedrozak]

They will need to upgrade as well since QB is not backwards compatible. So they will need to purchase the same version as you or you will have to remote connect to their site to access their version and file.

I remote connect to any of my clients who are pre-2008 and do not want to upgrade. For those clients, I usually pick a day or time that I can access their computer and work directly on their files there.

[summit administrative services]

Thank you so much for the feedback and the tip on how you work around it!

[summit administrative services]

One more question...would my client need to maintain both versions of QuickBooks in order to retain working access to their historical data while simultaneously managing all new information in 2008 version? Thanks!

[bluewaterbusiness]

When your client upgrades to the most current QB all the prior data will be converted to the most recent version. They will be able to access the history on the new version of QB, ie check account balances, see Profit and Loss, etc

After the conversion, and a review to be sure all Balance Sheet and P & L account tie-out (old QB version vs New QB version), they should be able to disregard the pre-2010 QB on their computer.