Step 1: Make sure your company file is ready for your new software
Verify system requirements and data
First and foremost, we recommend that you install your Enterprise during after-hours, on the weekend, or when the installation process will least disrupt your normal work hours.
It's important to check your company file before installing a new version of Enterprise so that any data problems can be corrected prior to the installation process and the file is compatible with new features and security. This will allow the installation to go much more smoothly.
Check network computers
Next you'll need to prepare the company file for the upgrade:
Log in as the Admin. The Admin account must have a password.
Remove special characters like ":" "&" and "/" from the file name. The file extension should be .qbw.
Run Verify Data on the company file.
a. Exit and restart QuickBooks.
b. In the QuickBooks menu bar, select Window then select Close All.
c. In the QuickBooks menu bar, select File > Utilities.
d. Select Verify Data.
You should receive the message, "QuickBooks detected no problems with your data file." If you receive any other message, follow the instructions on the message. You can also contact Technical Support.
Don't proceed to the next phase until you receive the "QuickBooks detected no problems" message. You may have to run Verify Data a second time.
The following helpful articles from our knowledge base provide further information and insight on preparing for installation and testing your network.
Clean up Company Data file:
Proceed to the Next Step
You've finished with your Enterprise installation; now it's time to move on to Step 2: Install Enterprise.