Thanks for joining the discussion, @steveo3279. Let me outline the steps to upgrade your QuickBooks Desktop (QBDT) for Mac, so it will be compatible with the new Sonoma Operating System (OS).
It's important to note that QBDT has a 3-year life cycle. It means you'll need to upgrade it with a 3-year increment at a minimum to avoid data issues due to feature or version differences.
For instance, if you have QBDT 2015, you'll need to upgrade it to 2018 before proceeding to 2021. If you have 2019 or newer versions, you may go directly to 2021. However, ensure you have the minimum system requirements to run QBDT for Mac. Then, locate your license and product numbers before visiting the Downloads & Updates page to download the installer.
Before upgrading, I suggest creating a backup of your company file so you can restore it whenever you encounter issues during the process. Once done, refer to these steps:
- Open your company file in the newer version.
- Select Upgrade when QuickBooks prompts you to update your company file.
- If you receive a prompt message, click OK.
- Review your balances, reports, and accounts to ensure you updated your company file successfully.
Please see this article for the full guide: Install and set up QuickBooks Desktop for Mac.
Moreover, Intuit has released patches for all supported versions for compatibility. Please refer to the following releases:
- QuickBooks Mac Plus 2024 R1.1
- QuickBooks Mac Plus 2023 R5.2
- QuickBooks Mac Plus 2022 R10.2
- QuickBooks Mac 2021 R13.3
Additionally, I'll share this reference to learn your way around QBDT for Mac 2021: Release notes for QuickBooks Desktop for Mac 2021.
Let me know whenever you have any clarifications about upgrading the program. I'll chime in to this thread right away to assist you further. Stay safe, and have a good one!
