How to update company file from QB plus 2010/11 to Reckon Accounts 2014

Terry Jenkins
Terry Jenkins Member Posts: 2 Novice Member Novice Member
edited October 2024 in Reckon Accounts (Desktop)

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,216 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited September 2019

    Hi Terry

    You should be able to upgrade the file directly:

    • Install Reckon Accounts 2014
    • Open Reckon Accounts 2014 & choose to "Open an existing Company File"
    • Locate your Company File (In Windows XP > C:\Documents and Settings\All Users\Shared Documents\Intuit\QuickBooks\ Company Files\QuickBooks 20xx-xx or in Windows 7 & Vista > C:\users\Public\Public Documents\Intuit\ QuickBooks\ Company Files\ QuickBooks 20xx-xx)
    • Reckon Accounts will warn you that your company file will be updated to the current version & will ask you to confirm this by typing "Yes".  (Reckon Accounts will backup your company file before upgrading as a precaution)
    • That's it!  Your company file should now be restored into the Reckon Accounts 2014 program.
    • (If you haven't done so already), remember to activate the new program by clicking on File > Activate Reckon Accounts  


    Hope this helps.

  • Terry Jenkins
    Terry Jenkins Member Posts: 2 Novice Member Novice Member
    edited May 2014
    I have done all those things. I have tried it in XP and windows 8 on different computers and get the same response that the file cannot be opened as it is in a different version.
  • Mirko
    Mirko Reckon Alumni Posts: 1,116 Former Reckon Staff Member Former Reckon Staff
    edited November 2015
    Hey Terry,

    Welcome to the Community.

    The steps Shaz has provided are 100% correct.

    What version of Reckon Accounts 2014 have you installed, is it also Plus? You data-file cannot be downgraded from Plus, it can only be upgraded to a higher version (i.e.: Pro, Premium, Enterprise) or opened in the same a version it currently is (in this this case Plus).

    Thanks,
    Mirko
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