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Home>>Blog English>>Upgrade QuickBooks Pro or Premier to Enterprise: Requirements, Steps and Cost Drivers
Last updated: 27 Oct, 2026. Reviewed by Rajat, eBetterBooks Technical Content Manager.

Key Takeaways

  • Moving QuickBooks Pro or Premier to Enterprise means buying a separate Enterprise subscription and opening your company file in it, which runs a one-way file update. It pays off when you outgrow Pro (3 users) or Premier (5 users), near the list caps, or when you need finer user permissions.
  • Check every PC against the requirements, back up in Pro or Premier, and install Enterprise with Custom and Network Options to keep Pro or Premier. Open the file as the Admin user, select Update Now, then compare the Balance Sheet and Profit and Loss; on a network, turn on hosting on the server only.
  • Pro and Premier cannot open the updated file and there is no built-in way back, so your pre-update backup is the fallback, and opening your working file in an Enterprise trial counts as the move. After two failed attempts, call 1-802-778-9005 or use the no-login form.

To upgrade QuickBooks Pro to Enterprise, back up your company file, buy an Enterprise subscription, install Enterprise, and open the file in Enterprise as the Admin user. Premier files take the same route. The move is one way, because Pro and Premier cannot open the file afterward. Check the requirements first, then follow the steps.

Stuck or short on time? Call 1-802-778-9005 or fill in the no-login form on this page. Include your product and year (press F2), how many people use the file, whether you run one computer, a network, or a hosted server, and whether you made a backup. Support hours: Monday through Friday, 24 hours a day.

Upgrade QuickBooks Pro or Premier to Enterprise: the job in orderSeven stages in order. 1 Check your limits and your PCs. 2 Back up the company file. 3 Install Enterprise. 4 Update the file as the Admin user, which is one way. 5 Multi-user only: server first, scan the folder, turn on hosting, then each workstation. 6 Check reports, lists, permissions and activation. 7 If the update fails, restore the update backup to a new name, with two attempts and then stop.The Enterprise upgrade, in order1CheckF2 counts against limits, PCs against the specs2Back upCreate a .qbb backup on another drive3Install EnterpriseCustom and Network Options keeps Pro or Premier4Update the fileAdmin user, Update Now, one way5Multi-user onlyServer first, scan folder, host, then each PC6Check againReports, lists, permissions, activation7If it failsRestore to a new name. Two attempts, then stopRed means the step that protects everything after it.Illustration by eBetterBooks. Your screen may look slightly different.

Upgrade QuickBooks Pro or Premier to Enterprise: the job in order, from checking limits to recovery

What does it mean to upgrade QuickBooks Pro or Premier to Enterprise

To upgrade QuickBooks Pro or Premier to Enterprise means installing Enterprise and opening your company file in it, which runs a one-way file update to the Enterprise format. Pro and Pro and Premier cannot open the updated file afterward. Enterprise is a separate subscription, not a free update, so you buy it before you install.

Two terms used in this guide

The upgrade is the whole job: buying Enterprise, installing it, and moving your file. The file update is the one-way step QuickBooks runs on your company file when you open it in Enterprise and select Update Now.

The one-way rule

Once QuickBooks runs the file update in Enterprise, Pro and Premier cannot open the file, and QuickBooks has no built-in way to turn it back. Opening your working file in an Enterprise trial counts as the move. Back up before you open the file in Enterprise, and keep that backup.

The edition move goes one wayA solid arrow labeled Update Now goes from the Pro or Premier company file to the Enterprise company file. A dashed arrow back is crossed out and labeled no built-in way back. Below, a box says your backup, made before the update, is the fallback: restore it in Pro or Premier. Work entered after the backup is not in it.One way: Pro or Premier to EnterprisePro or Premiercompany fileEnterprisecompany fileUpdate NowNo built-in way backYour fallback: the backup made before the updateRestore it in Pro or Premier under a new name.Work entered after the backup is not in it.Opening the file in an Enterprise trial counts as the move.Illustration by eBetterBooks. Your screen may look slightly different.

Diagram: the Update Now step moves the file from Pro or Premier to Enterprise, and there is no built-in way back; the fallback is your backup

Which products this covers

This guide covers QuickBooks Desktop for Windows: Pro and Premier, including Pro Plus and Premier Plus, moving to Enterprise. People also call this a Pro to Enterprise conversion. Enterprise comes in four tiers: Silver, Gold, Platinum, and Diamond. Intuit Enterprise Suite is a different product, and Mac is not covered.

New Pro Plus and Premier Plus subscriptions stopped selling to new U.S. customers after September 30, 2024, and existing subscribers can renew. Enterprise is still sold, as of the Intuit notice checked on October 20, 2026. If a provider runs QuickBooks on its own server, ask the provider before you buy or install anything.

What does this Pro or Premier to Enterprise upgrade guide give you

This guide moves a Pro or Premier company file into Enterprise with a backup before the file update and each click named. Each section is complete on its own, so start where you are. Find your situation in the table, then use the two questions after it to narrow your route.

Which section fits your situation

Your situationFirst actionSection
Not sure Enterprise is worth itPress F2 and read your countsWhich Pro or Premier limits make Enterprise worth it
Not sure your PCs or network qualifyCheck each PC and the network against the listWhat do you need before you upgrade QuickBooks Pro to Enterprise
Ready for the file update on one computerBack up, install Enterprise, open the file as the Admin userHow do you upgrade QuickBooks Pro or Premier to Enterprise step by step
Several PCs open the fileInstall on the server, scan the folder, turn on hostingHow do you set up multi-user access after you upgrade to Enterprise
Update Now failed or stoppedRestore the backup QuickBooks made during the updateWhat if the Enterprise update fails or stops
Want the cost driversCount users, pick a tier and a termWhat does upgrading to Enterprise cost and how long does it take
Want to return to Pro or Premier, or Pro will not open a file you tried in EnterpriseRestore the backup made before the updateCan you go back to Pro or Premier after upgrading to Enterprise
Year upgrade inside the same editionUse the year-upgrade guideUpgrade QuickBooks Desktop to the latest version
Message says the file comes from a newer versionCheck the file rulescompany file needs updating or a different version

Answer these to narrow it down

  • Does the file sit on one computer or on a network? One computer: follow the step-by-step section. A network: follow it on the server, then the multi-user section.
  • Has the file ever been opened in Enterprise? If yes and Pro no longer opens it, go to the section on going back. If no, back up before you open it in Enterprise.

Which Pro or Premier limits make Enterprise worth it

Consider Enterprise when you outgrow Pro or Premier limits: more users than Pro (3) or Premier (5) allows, list entries near the cap, or finer user permissions. Press F2 to read your counts, then compare them with the table. If you are under every limit, nothing forces the move.

Read your counts

Step 1: Open Product Information

With the company file open in Pro or Premier, press F2 (or Ctrl + 1). The Product Information window opens.

Step 2: Read File Information and List Information

Write down the file size from File Information and the counts from List Information. F2 may not show every row in the table below. If you are near a row you cannot read, send the details.

Result: a written note of your counts.

Product Information window with file and list detailsPress F2 or Ctrl and 1 to open Product Information. Product and year are listed first. The File Information section shows the file location and size, and the List Information section shows the counts. Content is drawn as grey bars because the exact layout can differ.Read your counts with F2F2Press F2 (or Ctrl + 1) with a company file openProduct InformationProduct and yearFile InformationLocation and file size1List InformationList counts21 = where the file is saved and how big it is. 2 = list counts.Illustration by eBetterBooks. Your screen may look slightly different.

Product Information window opened with F2, with File Information and List Information highlighted

Compare your counts with the limits

Checked on October 20, 2026. Intuit can change limits.

LimitPro or PremierEnterprise
UsersPro 3, Premier 5Gold and Platinum 30, Diamond 40
Names, all lists combined14,500Over 100,000
Items14,500Over 100,000
Accounts10,000100,000
Classes10,000100,000
Price levels100750
Assembly components100500
Memorized transactions10,00050,000
Custom fields2045
PermissionsA few predefined roles14 predefined roles, data-level permissions, and an always-on audit trail
Company files open at once12

Intuit publishes 30 users on one page and 40 on another, so the table uses the per-tier figures. The Silver user figure was not clear on Intuit’s pages, so ask Intuit for it in writing before you buy.

Another Intuit page shows 14,999 as the Pro and Premier list cap. It may count differently, so the table uses the dedicated list-limit figures. Enterprise list capacity can reach 1 million names and 1 million items on current versions, though performance can slow near that size.

Some features sit only on higher tiers, so check the feature you need against the tier. No hard file size limit is documented for either product, and performance falls as a file grows. Treat any size figure you read elsewhere as unconfirmed.

Decide

  • Users or permissions? Enterprise is the route, because Pro stops at three users and Premier at five. If QuickBooks already shows a user-limit message, see the QuickBooks Enterprise maximum number of users guide.
  • List entries or file size? Enterprise raises the list cap. Condense Data is an alternative for a large file, but it cannot be undone, so back up first.
  • Nothing near a limit? Nothing forces the move.

What do you need before you upgrade QuickBooks Pro to Enterprise

Before you upgrade QuickBooks Pro to Enterprise, confirm that every PC runs a supported 64-bit Windows, the server meets the RAM tier for your users, the network passes the bandwidth test, and every PC will run the same Enterprise version. Then save a backup off the PC and buy the subscription.

Checklist before upgrading Pro or Premier to EnterpriseA checklist with seven rows. Every PC runs a supported 64-bit Windows. The server runs a supported Windows Server. RAM meets the tier for your users. The network passes the bandwidth test. Every PC will run the same Enterprise version. The Enterprise subscription and licenses are ready. A backup is saved on another drive or computer, highlighted: no backup, no upgrade.Before you upgradeEvery PC runs a supported 64-bit WindowsServer runs a supported Windows ServerRAM meets the tier for your usersNetwork passes the bandwidth testEvery PC will run the same Enterprise versionEnterprise subscription and licenses readyBackup saved on another drive or computerNo backup, no upgrade.Illustration by eBetterBooks. Your screen may look slightly different.

Checklist of what to confirm before upgrading Pro or Premier to Enterprise, with the backup row highlighted

Record what you run now

Press F2 (or Ctrl + 1) in Pro or Premier with the file open. Write down the product, the year, the file location, the file size, your list counts, and how many people sign in.

Check each PC and the server

Checked on October 20, 2026. Intuit can change requirements. Microsoft ended Windows 10 support on October 14, 2025, so confirm the date with Microsoft on the day you plan the upgrade.

ItemRequirement
Each Windows PCWindows 10 or 11, 64-bit, in a version Microsoft still supports. A Windows 10 PC that no longer receives Microsoft security updates does not meet this row. Windows 8.1, Windows 10 in S mode, and Windows 11 IoT are not supported.
ServerWindows Server 2016, 2019, or 2022, in the Regular or Small Business edition
RAM, each PC8 GB minimum, 16 GB recommended
RAM, server8 GB for 5 users, 12 GB for 10, 16 GB for 15, 20 GB for 20 or more
Processor2.4 GHz
Disk2.5 GB plus space for your data. An SSD is recommended.
Display1280 by 1024, with one monitor and up to two extended monitors
InternetNeeded for the subscription, payroll, payments, and banking

If a PC or the server fails a row, replace or upgrade it before you install anything. If you are replacing hardware, follow the step-by-step process to move your software installation and company data to another PC before proceeding. A Linux file server is supported through a separate Intuit guide, so send the details if you use one.

Test the network for a shared install

Skip this if one computer opens the file. A shared install needs a bandwidth of 40 Mbps or higher.

Step 1: Copy and time a test file

Copy a file of 150 MB or more from the shared folder to a workstation (any other PC that opens the company file). Time the copy in seconds.

Step 2: Work out the speed

Multiply the file size in MB by 8, then divide by the seconds. For example, 150 MB in 25 seconds gives 48 Mbps.

Result: a number. If it is below 40 Mbps, bring in an IT professional before you install.

Pick the network type

In client-server, a server holds and hosts the file. In peer-to-peer, one PC holds it and hosts it for the others. In remote hosting, a Terminal Server or a provider runs QuickBooks, so ask the provider first.

Three network types for EnterpriseClient-server: a server holds and hosts the company file and the workstations connect to it. Peer-to-peer: one PC holds and hosts the file for the others. Remote hosting: a local Terminal Server or a provider hosts QuickBooks. Hosting happens on one machine only.Pick one place that hosts the fileClient-serverServer hosts the fileServerPCPCPeer-to-peerOne PC hosts the filePC (host)PCPCRemote hostingTerminal Server or providerHosted serverPCPCHosting runs on one machine only.Illustration by eBetterBooks. Your screen may look slightly different.

Three network types: client-server, peer-to-peer, and remote hosting, with hosting on one machine only

Match the versions

Every PC that opens the file must run the same Enterprise version. Choose an Enterprise year the same as or newer than your Pro or Premier year, because an older-year product cannot open a newer-year file. For file rules, see company file needs updating or a different version.

Back up first

Do this in Pro or Premier, before anything changes, on the PC that holds the company file (on a server setup, on the server). Use the Admin user, the main login that can set up users.

  1. Open the File menu and select Switch to Single-user Mode. If the menu already offers Switch to Multi-user Mode, you are already in single-user mode. When you finish, if other people share this file, select File, Switch to Multi-user Mode.
  2. Open File, hover over Back up Company, and select Create Local Backup.
  3. Select Local Backup, then Next.
  4. In the Local Backup Only section, select Browse, pick a separate folder on another drive or computer (for example, Pre-Upgrade Backup), keep the verification test on, and select OK.
  5. Select Save it now, then Next.

You see: a confirmation message, and a backup file that ends in .qbb. Keep this file. It is your fallback if you need Pro or Premier again. If the backup fails, try once more with a different folder. If it fails again, stop and send the details with the no-login form on this page.

Create a local backup in QuickBooks DesktopThe File menu is open. Switch to Single-user Mode is the first item to use, and Back up Company has a flyout with Create Local Backup. Three small dialogs follow: choose Local Backup and Next, browse to a folder and keep Complete verification on, then Save it now and Next.Back up before any file changeFile(other menus not shown)Switch to Single-user ModeBack up Company>Create Local Backup12Do this firstItem order may differ by versionLocal BackupSelect Local Backup,then NextNext3Local Backup OnlyBrowse: pick a folder.Keep verification onOK4Save it nowSelect Save it now,then NextNext5Done: a message confirms the backup. The file ends in .qbbIllustration by eBetterBooks. Your screen may look slightly different.

File menu with Back up Company and Create Local Backup highlighted, then three backup windows

Buy the subscription and plan the time

Buy or confirm the Enterprise subscription from Intuit by phone or online. Each user needs a license, and you need your license number and product number for the install. Plan the file update for after hours or a weekend.

Check the result

Result: a written list of your product and year, file size, counts, user count, PC and server specs, network type, and backup location.

If a PC or the network fails, the backup fails twice, or QuickBooks will not open: stop and send the details before you change anything.

How do you upgrade QuickBooks Pro or Premier to Enterprise step by step

To upgrade QuickBooks Pro or Premier to Enterprise, back up your company file, install Enterprise, open the file in Enterprise, and sign in as the Admin user. Select the update confirmation box if one appears, select Update Now, accept the backup prompt, and select Yes. Then set user permissions and activate. The file update cannot be undone.

Before you start

  • The file update is one way. After Update Now, Pro and Premier cannot open this file. The backup below is your way back.
  • Have the Enterprise subscription and the Admin login, the main login that can set up users. If you do not know the Admin password, ask whoever set up QuickBooks, and do not start without it.
  • Save the reports you will compare: the Balance Sheet and Profit and Loss from Pro or Premier.
  • Scope. These steps are for a file on one computer. A server that other PCs use follows the multi-user section.

Back up first

Do this in Pro or Premier, before anything changes, on the PC that holds the company file (on a server setup, on the server). Use the Admin user.

  1. Open the File menu and select Switch to Single-user Mode. If the menu already offers Switch to Multi-user Mode, you are already in single-user mode. When you finish, if other people share this file, select File, Switch to Multi-user Mode.
  2. Open File, hover over Back up Company, and select Create Local Backup.
  3. Select Local Backup, then Next.
  4. In the Local Backup Only section, select Browse, pick a separate folder on another drive or computer (for example, Pre-Upgrade Backup), keep the verification test on, and select OK.
  5. Select Save it now, then Next.

You see: a confirmation message, and a backup file that ends in .qbb. If the backup fails, try once more with a different folder. If it fails again, stop and send the details with the no-login form on this page.

Install Enterprise

Step 1: Download the installer

Download the Enterprise installer from your Intuit account or the download site. Keep your license number and product number within reach.

Step 2: Choose how to install

Express install installs over the previous version and keeps your preferences, so Pro or Premier is replaced on that PC. Custom and Network Options installs to a different location, keeps older versions, and does not carry over preferences. You do not need to uninstall Pro or Premier first. Choose Custom and Network Options to keep Pro or Premier for the rollback path.

Express install and Custom and Network OptionsStep 1: choose between Express install and Custom and Network Options, then Next. Custom and Network Options is highlighted because it keeps Pro or Premier installed. Step 2 after Custom: three choices, workstation, a PC that runs QuickBooks and stores the company file to share it, or a PC that only stores the file with Database Manager only. There is also a Change the install location link with Browse.Choose the install typeStep 1: install typeExpress installCustom and Network OptionsExpress replaces the previous version.Custom keeps Pro or Premier. Then select Next.Step 2: after Custom, three choicesI’ll be using QuickBooks Desktop on this computerWorkstation or single PCUse QuickBooks here and store the file to share itServer that also runs QuickBooksOnly store the file here (Database Manager only)File host onlyChange the install location (optional): BrowseOption 1 shows its own words. Options 2 and 3 are short labels;the captions on your screen are longer.Illustration by eBetterBooks. Your screen may look slightly different.

Express install and Custom and Network Options, with Custom and Network Options highlighted

Step 3: Run the installer

For Express, select Express install, then Next, then Install. For Custom, select Custom and Network Options, then Next, then I’ll be using QuickBooks Desktop on this computer, then Next. Select Open QuickBooks when the install finishes. You can activate and update after the file update.

You see: Enterprise opens. If QuickBooks says a company file is already open, close the other QuickBooks product first.

If the install fails: write down the exact message, restart the PC, and try once more. Two attempts, then stop. After the second failure, send the details.

Open the file in Enterprise

Step 1: Clear the file

Ask every other user to sign out of the company file.

Step 2: Open the file

In Enterprise, open the File menu and select Open or Restore Company, then Open a company file, then Next. Select your company file, which ends in .qbw, and select Open. If the file sits on a server that other PCs use, follow the multi-user section instead of these steps.

Step 3: Sign in as the Admin user

Type the Admin password and select OK.

You see: the update prompt. If it does not appear, you are probably not signed in as the Admin user, so ask for the Admin login or send the details.

Run the file update

Step 1: Read the prompt

If the window has a box confirming that the file will be updated, select it.

Step 2: Note the backup folder

If the window shows Change this default location, you can choose where QuickBooks saves its automatic backup. Note the folder, because you restore from it if the update fails.

Step 3: Select Update Now

Select Update Now.

Step 4: Accept the backup prompt

Select OK to back up your data, and follow the prompts.

Step 5: Confirm

Select Yes to update the file. Wait for it to finish, then select Done if it is shown. If the progress bar has not moved and you cannot tell whether it is working, do not stop it yourself. Send the details.

Sign in as Admin, select Update Now, then back up and select YesThree panels. Panel 1: sign in as Admin with the Admin password and select OK. Panel 2: select the box that confirms the file will be updated, if shown, then select Update Now. Panel 3: select OK to back up, then select Yes. A warning says that after the update Pro and Premier can no longer open the file.The update, in three panelsSign inUpdateBack upUser nameAdminPasswordOKUpdate NowOKYesSign in as theAdmin user andenter the password.Select the box ifshown, thenUpdate Now.OK to back up,then Yes,then Done.After this, Pro and Premier cannot open the file.Back up first and keep that backup.Illustration by eBetterBooks. Your screen may look slightly different.

Three steps: sign in as Admin, select Update Now, then back up and select Yes

You see: the company file open in Enterprise. Pro and Premier can no longer open it.

Set user permissions and activate

Open the Company menu and look for Set Up Users and Passwords, then Set Up Users. Select each user and set the permissions. If your menu differs, send the details.

On 2024 and Enterprise 24.0 year updates, non-admin users get temporary passwords after the update, so old passwords may not work. It may be the same after this move. If a user cannot sign in, send the details.

Then follow the activation prompts with your license number and product number. If QuickBooks will not activate, send the details.

Check the result

Step 1: Compare reports

Run the Balance Sheet and Profit and Loss reports and compare them with the copies you saved from Pro or Premier. Open the customer, vendor, and item lists and compare the counts with your notes.

Step 2: Tell your users

Tell every user that Pro and Premier can no longer open this file. Keep the backups, and keep Pro or Premier installed until the file checks out, because one recovery step needs it.

You see: matching reports and lists, and the file open in Enterprise.

If Update Now fails or stalls: that is attempt one. In Enterprise, open File, Utilities, Restore Backup For Earlier QuickBooks Version, and restore the update backup to a new name. Open the restored copy in Pro or Premier to check it, then open it in Enterprise and run the file update once more. If Pro or Premier shows errors, or the second try fails, stop and send the details.

Want an expert to do this? Call 1-802-778-9005 or fill in the no-login form on this page. Back up first, whoever does the work.

How do you set up multi-user access after you upgrade to Enterprise

To set up multi-user access after you upgrade to Enterprise, back up the file, install Enterprise on the server with Custom and Network Options, update the file once, scan its folder in Database Server Manager, and turn on Host Multi-User Access on the server only. Then install the same Enterprise version on each workstation and open the file.

Before you start

  • Terms. The server is the computer that holds the company file. A workstation is any other PC that opens it.
  • Admin rights. You need Windows administrator rights on the server and each workstation. Firewall and security software need exceptions for QuickBooks and Database Server Manager, so have your IT provider set them or send the details.
  • Already updated? If Enterprise is installed on the server and the file is already updated, start at the folder stage.

Back up first

Back up on the server if it runs QuickBooks. If the server only stores the file, back up on one workstation that runs Pro or Premier and opens the file. If you are unsure which PC to use, send the details first.

In Pro or Premier, as the Admin user: File, Switch to Single-user Mode, then File, Back up Company, Create Local Backup, Local Backup, Next, Browse (in the Local Backup Only section), pick a separate folder on another drive or computer such as Pre-Upgrade Backup, keep the verification test on, OK, Save it now, Next. When you finish, if other people share this file, select File, Switch to Multi-user Mode.

You see: a confirmation message, and a backup file that ends in .qbb. If the backup fails, try once more with a different folder. If it fails again, stop and send the details with the no-login form on this page.

Install Enterprise on the server

Step 1: Start the installer

Run the Enterprise installer on the server. Select Custom and Network Options, then Next.

Step 2: Choose the server option

Choose the option that lets you use QuickBooks on this PC and store the company file here to share it. If the server will only store the file, choose the option that says you will not use QuickBooks on this computer, which installs Database Manager only, the part of Database Server Manager that hosts the file. Select Next, follow the prompts, and select Open QuickBooks when it finishes.

Custom and Network Options, step 2: server choicesCustom and Network Options, step 2, three choices. The two server choices are highlighted: a server that also runs QuickBooks and stores the company file to share it, and a server that only stores the file with Database Manager only. The workstation choice is shown but not highlighted, because it is for other PCs.Install on the serverCustom and Network Options, step 2I’ll be using QuickBooks Desktop on this computerFor workstations, not the serverUse QuickBooks here and store the file to share itServer that also runs QuickBooksOnly store the file here (Database Manager only)Server that only stores the fileOption labels are short here. The captions on your screen are longer.Illustration by eBetterBooks. Your screen may look slightly different.

Custom and Network Options, step 2: the server choices, a server that also runs QuickBooks and a server that only stores the file

Run the file update once

If the server has QuickBooks, do this on the server. If the server only stores the file, install Enterprise on one workstation first (Custom and Network Options, then I’ll be using QuickBooks Desktop on this computer), then do this there with every other user signed out. If you are unsure, send the details before you open the file.

Step 1: Open the file

In Enterprise, open File, Open or Restore Company, Open a company file, Next, select the .qbw file, and select Open.

Step 2: Sign in and update

Sign in as the Admin user. If the window has a box confirming the update, select it, then select Update Now. Select OK to back up, then Yes, then Done if it is shown.

You see: the file open in Enterprise.

If the file update fails: that is attempt one. Restore the update backup to a new name with File, Utilities, Restore Backup For Earlier QuickBooks Version. Open the restored copy in Pro or Premier to check it, then open it in Enterprise and run the file update once more. If Pro or Premier shows errors, or the second try fails, send the details.

Check where the file sits

Keep the company file in a folder on a local drive of the server. Database Server Manager cannot monitor mapped drives, so if the file sits on a network drive, send the details before you continue. Set the folder’s Windows permissions so every user can read, write, create, and delete in it.

Scan the folder in Database Server Manager

Step 1: Open Database Server Manager

As a Windows administrator, open the Start menu, type Database, and open QuickBooks Database Server Manager.

Step 2: Scan

Open the Scan Folders tab and select Browse. Pick the folder that holds the company file and select OK, then Start Scan.

Step 3: Choose the drives

Open the Monitored Drives tab and select only the local drives that hold company files.

Database Server Manager with the Scan Folders tabOpen QuickBooks Database Server Manager from the Start menu on the server. It has four tabs: Scan Folders, Monitored Drives, System and Database Server. On Scan Folders, select Browse, pick the folder that holds the company file, then select Start Scan. The company file appears under QuickBooks company files found.Scan the folder on the serverQuickBooks Database Server ManagerScan FoldersMonitored DrivesSystemDatabase ServerBrowse1Start Scan2QuickBooks company files found3Do this on the server. Pick the folder that holds the .qbw file.Illustration by eBetterBooks. Your screen may look slightly different.

Database Server Manager with the Scan Folders tab, Browse and Start Scan highlighted

You see: your folder, with the company file, under QuickBooks company files found. The Database Server Manager guide covers restarts.

Turn on hosting on the server only

Step 1: Open the file on the server

If QuickBooks is installed on the server, open QuickBooks and the company file there.

Step 2: Turn on hosting

Open File, Utilities, Host Multi-User Access, and select Yes. If the menu shows Stop Hosting Multi-User Access, hosting is already on. Never turn on hosting on a workstation.

File, Utilities, Host Multi-User Access, YesOn the server, open the File menu, then Utilities, then Host Multi-User Access, then select Yes. If the menu shows Stop Hosting Multi-User Access, hosting is already on. Only the server hosts. Workstations must not host.Turn on hosting: server onlyFileUtilitiesHost Multi-User AccessYesIf the menu shows Stop Hosting Multi-User Access,hosting is already on.Server only. Workstations must not host.Turn hosting on at one machine, the one that holds the file.Illustration by eBetterBooks. Your screen may look slightly different.

Menu path File, Utilities, Host Multi-User Access, with Stop Hosting Multi-User Access meaning hosting is on, on the server only

Set up each workstation

Step 1: Install the same version

Run the same Enterprise version on the workstation. Select Custom and Network Options, then Next, then I’ll be using QuickBooks Desktop on this computer, then Next. Leave hosting off.

Step 2: Map a drive and open the file

Map a network drive to the shared folder on the server. In QuickBooks on the workstation, open File, Open or Restore Company, Open a company file, Next, and pick the file from the mapped drive. Then select Switch to Multi-user Mode from the File menu if it is offered.

Check the result

You see: two PCs open the same company file at once, and Database Server Manager lists the connected users on its Database Server tab.

If a workstation cannot open the file: check that hosting is on only at the server, that the folder appears in the scan, that folder permissions allow every user, that the firewall allows QuickBooks, and that the workstation runs the same Enterprise version. Two attempts, then stop and send the details. The usual messages are covered for error H202 and error H505.

What if the Enterprise update fails or stops

If the Enterprise update fails or stops, do not overwrite anything. In Enterprise, restore the backup QuickBooks made during the update to a new file name, then open it in Pro or Premier. If that shows errors, run Rebuild Data there and try Enterprise again. After a second failure, stop and call.

Before you start

  • One rule: two attempts, then stop. An attempt is one try of the file update. After the second failure, stop.
  • Never overwrite or delete any backup or the original file. Restore only to new file names.
  • You need the old version for Route 2. If it is no longer installed, stop and send the details with the no-login form on this page, and delete nothing.
  • A long rebuild is not a failure. If the progress bar has not moved and you cannot tell whether it is working, do not stop it yourself. Send the details.

Route 1: restore the update backup in Enterprise

Step 1: Open the restore utility

In Enterprise, open File, then Utilities, then Restore Backup For Earlier QuickBooks Version.

Step 2: Pick the update backup

Select the … button beside Backup filename, choose the backup QuickBooks made during the update, and select Open. The window opens in the folder where you last saved backups.

Step 3: Name the restored copy

Select the … button beside Restored filename. In the Save In list, choose a folder such as the desktop, type a name that does not exist yet, then select Save, then Ok.

Restore Backup For Earlier QuickBooks Version windowIn Enterprise, open File, then Utilities, then Restore Backup For Earlier QuickBooks Version. Select the … button beside Backup filename and pick the backup made during the update. Select the … button beside Restored filename, choose a folder in the Save In list, type a new name that does not exist yet, then select Save and Ok. Never overwrite a backup.Restore the update backupFile > Utilities > Restore Backup For Earlier QuickBooks VersionBackup filename…1Restored filename…2Save In3SaveOkUse a new name. Never overwrite a backup.Illustration by eBetterBooks. Your screen may look slightly different.

Restore window with Backup filename, Restored filename, and the two … buttons highlighted

Step 4: Open the copy in Pro or Premier

In Pro or Premier, open File, Open or Restore Company, Open a company file, Next, and pick the restored copy.

You see: the restored copy opens in Pro or Premier. Close it, then open the same copy in Enterprise and run the file update once more.

If errors appear when you open it: go to Route 2.

Route 2: rebuild the restored copy in Pro or Premier

Step 1: Rebuild the restored copy

In Pro or Premier, open the restored copy and sign in as the Admin user. Open File, then Utilities, then Rebuild Data. QuickBooks asks for a backup first, which protects the restored copy, so give it a name that does not exist yet, such as pre-update12.qbb. Follow the prompts and wait.

Step 2: Retry in Enterprise

When the rebuild finishes, close Pro or Premier. In Enterprise, open File, Open or Restore Company, choose the rebuilt file, and select OK. Sign in as the Admin user and run the file update once more.

What to do when the Enterprise update failsUpdate Now fails or stalls. Route 1: in Enterprise, restore the update backup under a new name. Question: does the restored copy open in Pro or Premier? Yes: open the copy in Enterprise and update once more. No or errors: Route 2, back up the copy, run Rebuild Data in Pro or Premier, then open it in Enterprise. If the update fails a second time, stop, send the details and call.If the update failsUpdate Now fails or stalls. Keep every backup.Route 1: in Enterprise, restore the update backupunder a new nameDoes the restored copy open in Pro or Premier?YesNo, or errorsOpen the copy inEnterprise. Updateonce more.Route 2: back up thecopy, run Rebuild Datain Pro or Premier, thenopen it in Enterprise.Fails a second time? Stop.Send the details and call.Illustration by eBetterBooks. Your screen may look slightly different.

Flowchart: Update Now fails, restore the update backup, open it in Pro or Premier, rebuild if it shows errors, retry once, then stop and call

If you need your own backup instead

If the update backup is missing or will not restore, open File, Open or Restore Company, Restore a backup copy, and Local backup in Pro or Premier. Pick your .qbb file from before the file update and save it under a new, unique name. Work entered after that backup must be re-entered by hand, because QuickBooks Desktop cannot export transactions or merge files. See also restore a backup or company file.

Check the result

You see: the file update runs through and the file opens in Enterprise.

If a second attempt fails: stop. Send the details, or contact Intuit customer support. Write down every message exactly, and delete nothing.

What does upgrading to Enterprise cost and how long does it take

The Enterprise upgrade cost depends on three things: the tier (Silver, Gold, Platinum, or Diamond), the number of user licenses, and a monthly or annual term. Intuit sets current prices, so none is printed here. Time can vary with file size, so plan an off-hours window rather than counting minutes.

Work out your cost drivers

Step 1: Count the people who sign in

Each user needs a license. Licenses are sold in set quantities: 1 to 10, then 20 and 30, and on Diamond also 40.

Step 2: Pick a tier

List the features you need, because some sit only on higher tiers. Bills of material, for example, need Platinum or Diamond.

Step 3: Pick a term

Choose a monthly or annual term. Diamond is sold on a monthly plan only. Annual terms include a money-back window, so confirm the current terms with Intuit before you buy.

Step 4: Get the current price

Ask Intuit for the price of that tier, user count, and term.

Result: a quote you can compare, built from your own counts.

Costs outside the subscription

Hosting with a provider adds a monthly fee, plus separate Remote Desktop Services and Windows Server licenses.

Credit for a Plus subscription

A prorated refund for the remaining months of a Plus subscription may apply when you upgrade to Enterprise. Ask Intuit to confirm the amount and the steps before you buy, and note who answered. Terms can change, so confirm the current terms when you buy.

Can you go back to Pro or Premier after upgrading to Enterprise

No. Once QuickBooks runs the file update in Enterprise, Pro and Premier cannot open the file, and QuickBooks has no built-in way to convert it back. Your fallback is the backup you made before the file update. Other routes exist but are not built in, and a separate downgrade page covers them.

Before you start

  • Use a backup made before the first Enterprise open, including any trial.
  • You need Pro or Premier installed. An Express install replaces it. If it is gone, stop and send the details with the no-login form on this page. Do not delete the Enterprise file or the backup.

Restore the backup in Pro or Premier

Step 1: Back up the Enterprise file

This keeps your Enterprise work safe. In Enterprise, as the Admin user: File, Switch to Single-user Mode, then File, Back up Company, Create Local Backup, Local Backup, Next, Browse (in the Local Backup Only section), pick a new folder named Enterprise Backup, keep the verification test on, OK, Save it now, Next. Keep it apart from your Pro or Premier backup, so you restore the right file. When you finish, if other people share this file, select File, Switch to Multi-user Mode.

Step 2: Restore your backup

In Pro or Premier, open File, then Open or Restore Company, then Restore a backup copy, then Local backup, then Next. Pick your .qbb file from before the file update and save the restored file under a new, unique name.

You see: the restored company opens in Pro or Premier.

If you have no backup from before the file update: stop, and do not delete the Enterprise file. Send the details.

Anything entered in Enterprise after your backup is not in the restored file. QuickBooks Desktop cannot export transactions or merge files, so write down the dates and amounts, then re-enter that work by hand. For other routes, see Enterprise to Pro or Premier conversion.

When should an expert upgrade QuickBooks to Enterprise

Get expert help when the upgrade involves a server, hosting, or many users, when a deadline is tight, or when the file update has failed. Also stop and call after two failed attempts at any step, or when the backup shows an error. Do not let anyone run the file update until a backup exists.

Stop and call if any of these is true

  • The backup fails or shows an error.
  • Update Now or a rebuild fails twice.
  • A PC, the server, or the network fails the requirements.
  • Workstations cannot open the file after hosting is set up.
  • A server, a Linux file server, or hosting is involved and a deadline is close.
  • The file was opened in an Enterprise trial and you have no backup from before.

What to send

Step 1: Gather the facts

Note your product and year (press F2), the number of users, your setup (one computer, server, peer-to-peer, or hosted), your file size, your deadline, and any message on screen, word for word.

Step 2: Send it

Get help upgrading to Enterprise. Call 1-802-778-9005 or fill in the no-login form on this page. If you encounter setup errors, technical glitches, or require assistance with your installation, you can connect directly with our dedicated Enterprise assistance team. Do not send passwords in the first message. Support hours: Monday through Friday, 24 hours a day. Specialists use a secure, industry-standard remote desktop application to diagnose and work on the problem directly on your computer. Never share passwords during a remote session, and close the remote tool when the work is done.

Allow remote access only to a provider you contacted yourself. A caller who phones you to offer a QuickBooks upgrade is not part of this process.

More help: QuickBooks data conversion services, QuickBooks installation support, and backup and restoration support.

What questions do users ask about upgrading QuickBooks Pro or Premier to Enterprise

Users ask these ten questions when they upgrade QuickBooks Pro or Premier to Enterprise. Each answer ends with a narrowing question, and your reply picks the next step for your setup. If your case does not fit, send the details with the no-login form on this page.

Do I have to uninstall Pro or Premier before I install Enterprise?

No. Express install replaces the previous version on that PC. Custom and Network Options installs to a different location and keeps older versions. Keeping Pro or Premier gives you a place to run the recovery steps if the file update fails, so uninstall only after the Enterprise file checks out.
To narrow it down: do you want Pro or Premier as a fallback? If yes, choose Custom and Network Options. If no, Express is fine once your backup is saved.

Will my data transfer when I upgrade to Enterprise?

Your lists carry over when QuickBooks runs the file update, and the Pro and Premier list caps no longer apply. The file itself changes format, and Pro and Premier cannot open it afterward. Compare your key reports before and after, so you can confirm the numbers match.
Before you update: did you save the Balance Sheet and Profit and Loss from Pro or Premier? If yes, compare them afterward. If no, save them first.

Is the upgrade to Enterprise free if I already pay for Pro Plus or Premier Plus?

No. Enterprise is a separate subscription bought from Intuit by phone or online, so the move is not a free update. A prorated refund for the remaining months of a Plus subscription may apply when you upgrade to Enterprise. Ask Intuit to confirm it before you buy.
To narrow it down: is your Plus subscription active with months left? If yes, ask Intuit for the prorated refund before you buy and keep the name of the agent. If it has ended, no months remain, so ask Intuit what applies before you buy.

Should I renew my Plus subscription or move to Enterprise?

Existing Pro Plus and Premier Plus subscribers can still renew. Enterprise earns its cost when you hit a user, list, or permission limit. Renewing keeps what you run now, so the deciding factor is your own counts in the limits table, not whether Plus is still sold.
Your answer decides the next step: have your F2 counts reached a limit in the table? If yes, plan the move and check each PC against the requirements. If no, renew and recheck at the next renewal.

Can I test Enterprise on my real company file first?

Not safely. Opening your working file in Enterprise, even in a trial, runs the file update, and Pro and Premier cannot open it afterward. A restored copy leaves your original backup untouched, so test on a copy: restore your backup under a new file name in Enterprise and open that copy.
Before you click: do you have a backup made in Pro or Premier before any Enterprise trial? If yes, restore it to a new name and test that copy. If no, make one in Pro or Premier first.

How many users can Enterprise have?

It depends on the tier. Gold and Platinum allow up to 30 users, and Diamond allows up to 40. Pro stops at three users and Premier at five. Each user needs a license, sold in set quantities. The Silver figure was not clear on Intuit’s pages, so ask Intuit in writing.
To narrow it down: will more than 30 people sign in at once? If yes, ask Intuit about Diamond. If no, compare Gold and Platinum by the features you need.

Can some of my users stay on Pro while others move to Enterprise?

Not on the same company file. Every PC that opens the file must run the same Enterprise version, and a PC left on an older version cannot open the file after the upgrade. A user who does not need this file can stay where they are.
To narrow it down: does each of those users need this company file? If yes, plan an Enterprise install and a license for each. If no, they can stay on Pro or Premier.

How long does the upgrade to Enterprise take?

Time can vary with file size, and no fixed figure is published. Install, backup, and the file update come first, and a shared setup adds the server and every workstation. A rebuild after a failure can take much longer. Plan an after-hours window, and do not stop a running update.
Before you plan: does more than one PC open the file? If yes, allow time for the server and each workstation. If no, plan one off-hours session on that PC.

Will my payroll subscription work after the move to Enterprise?

Public Intuit pages do not clearly say whether an existing Desktop payroll subscription continues on Enterprise. Enterprise has its own built-in payroll, charged per employee, so the setup may change. Ask Intuit before you convert, and do not cancel your current payroll until the answer is clear.
Before you update: do you run payroll from this company file today? If yes, ask Intuit about payroll continuity first. If no, payroll does not affect your timing.

Do these steps apply if my QuickBooks is hosted?

Ask the hosting provider first. For year updates, files hosted by Rightworks are updated by the host, and other hosted setups should contact their hosting service. A hosted edition move can work differently, so do not install or convert on your own. Hosting also adds license costs.
Your answer decides the next step: who runs the server where QuickBooks lives? If a provider does, ask them before you buy Enterprise. If your own team does, follow the multi-user steps in this guide.

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