@sunnysd wrote:
Hi....yes I did it with a quickbooks agent yesterday using the tool hub. it worked.
Note however I do not use any advanced features in enterprise...so the conversion was easy.
First you need to buy the QB Pro License, download it. Then download the tool hub. You then take your company file and convert it with an agent over the phone using a special one time code they give you over the phone.
I did not need to use a 3rd party.
You to Tool Hub > Company File Issues > File Doctor > select the QBW enterprise file > select advanced options > I forget what we did after that, but just 1 or 2 more steps and the one time code
@sunnysd I just wanted to take a moment and thank you for sharing this info. I had a client using QB 2020 Enterprise on a cloud server, and they just purchased 2022 Pro Plus to run locally in their office. I opted to make a backup copy of the 2020 data on the remote system and copied it to the local pc. In addition to your directions listed above here's a brief summary of what I had to do with the QB support agent.
- After selecting the company file to convert press Ctrl + A
- Select Perform task with an agent
- Enter in the main QB email used for registration and the support agent will give you a one time passcode
- Provide the QB company file Admin username and password to start the conversion
The whole process took me roughly 30 min and successfully created a qbw file. I was able to open the company file in 2022 Pro Plus. I then opted to make a local backup, and a warning popped up saying that "QB found some problems with the company file...." and suggested running the Rebuild Data Tool (file > utilities). After the utility completed it said there were 0 errors.
There was no cost for Intuit support since it's built into the subscription costs. I hope this helps other users out and saves them from paying $200-$300 (or more) for a conversion.
