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The trick to Downgrade QuickBooks Files..

The trick to Downgrade QuickBooks Files..

Ever came to this situation where you might have to downgrade your QuickBooks Company file a higher version to lower version or Enterprise to Pro/Premier?

It can happen on multiple situations, to list a few as example.  Your accountant had opened the file in QuickBooks 2014 & send it back to you & you have QuickBooks 2012. or Somehow you started with Enterprise but then realized that you don’t need those extra features & want to downgrade for cost cutting,  There could be end number of reasons.

In this article i am sharing some hidden tool of QuickBooks & the trick to convert your Enterprise to pro/Premier or downgrading a higher version of QuickBooks file to lower version.

Disclaimer:  As per Intuit file downgrade is not possible but this trick worked for me therefore i am sharing it with the world. if you want to try this then make a copy & then work on it.

Facts : First you need to understand the data in a QuickBooks File. In broader term it contains two elements TRANSACTIONS & LISTS.

Plan of Action :  Intuit is correct we cannot downgrade the file. so the trick is to export the lists & transaction from your existing company ( higher version ) then create a new company to which you want to convert (lower version ) & import the LISTS & TRANSACTION in your new company file in lower version.

Lets get started with the trick..

  • Open  your existing company file.

Once the file is open out task is to export the LISTS & TRANSACTIONS & to do that we need to access the hidden tools of Quickbooks. The Hidden tool is under the HELP menu but needs a special key-stroke to access it.

  • Go to help About QuickBooks.

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  • Once done you will get to this screen.

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  • Once you are on this screen press CLRT & tap on “9” three times.  Once done go back to help menu & you will have the QuickBooks Hidden tools as shown in the pic below.

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There are a lot of options but for now lets concentrate on exporting the LISTS & TRANSACTIONS.

  • go to HELP- Tech Support-Export- Export Lists which will take you to the screen shown below.4

I would advice to export off the lists which has been used on this file. Once exported save it somewhere on your desktop.     ( this would be in IIF format.) Once done you need to repeat the same steps to export the transaction.

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  • HELP – TECH SUPPORT – EXPORT – EXPORT TRANSACTION. & save it on your desktop. ( this would be in IIF format)

once both lists & transaction are exported we are done with this version of QuickBooks. Now open the lower version of Quickbooks in which you wanted to convert or downgrade & create a new company file.

Once a new QuickBooks file is created in a lower version our task now is to import those TRANSACTIONS & LISTS. but before we do that we need to make a small change on those exported IIF files as if you try to import them in you will get get an error shown below.

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to avoid that open the IIF files in Excel & delete the 2nd file as shown in the picture below & save the changes.

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Once you are done deleting the 2nd lines from both the IIF files. (LISTS & Transactions) open your new company file & export the LISTS first followed by Transaction.

  • Go to FILE – UTILITIES – IMPORT – IIF Files.

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It will take some time depending on the size of the IIF files.

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Once done It will give you the prompt that the import is successful..

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Once imported you are ready to work on the same file but in a lower version.

Hope this trick works for you.

Please comment with a short description of the problem, if you are not able to downgrade using these steps. i would love to work on those issues & if you think its too complicated then use our service by clicking here

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249 thoughts on “The trick to Downgrade QuickBooks Files..

  1. I used Ronald’s paid service to convert two company files as I did not have enough time to make it work using his method. He was great in after conversion support helping fix a number of small, to him but large to me, problems. Highly recommend his services. Price is extremely reasonable.

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