How to Move a QuickBooks Desktop File to Intuit Enterprise Suite

Before you start

• You've signed your Intuit Enterprise Suite contract. Intuit's steps start after signing, and the tool finds your contract when you sign in.
• Each company file is on a supported release of QuickBooks Desktop Pro, Premier or Enterprise: 2023 (Release 17 or higher) or 2024 (Release 16 or higher).
• You have the Intuit account you'll sign in with.
• If your file is in a hosted environment, Intuit's video says to create a local backup on your computer first, then restore it to an active file on your desktop.
• You know which Desktop file becomes the parent entity and which become child entities. You can prepare several files, or start with one to test the suite.

Intuit's tool backs up your company file before it changes anything. Keep your own copy too: see how to export your QuickBooks Desktop data to Excel, and our migration readiness audit for what to check first.

Step 1: Launch the tool and map your entities

1. 1Open your company file in QuickBooks Desktop.
2. 2From the top menu, select Intuit Enterprise Suite, then select Initiate upgrade process.
3. 3Sign in with your Intuit account when prompted.
4. 4The tool finds your Intuit Enterprise Suite contract. Match each Desktop company file to the correct parent or child entity.
5. 5When the mapping is correct, select Let's Begin to prepare your data.

Step 2: Work through the cleanup checklist

1. 1Review the checklist. The tool analyzes your company file and lists the data you need to review.
2. 2For batch-actionable tasks, select Complete All to resolve most of them at once, or fix them one at a time.
3. 3Handle hygiene tasks, and tasks that need missing information, one by one. Each hygiene task takes you to the right place in Desktop.
4. 4Review each task and its related data before you continue. In Intuit's video, you then review preferences.

Step 3: Send the file to Intuit

1. 1If you have payroll, choose whether to move it. Intuit's video shows this choice.
2. 2Select Next, review the terms and conditions, and select Send to Intuit.
3. 3Optionally, invite Intuit's Professional Services team to help: add your Intuit account manager's and customer success manager's email addresses and select Submit.
4. 4To move another company file, switch to it and repeat Steps 1 to 3.

Step 4: Check your data in Intuit Enterprise Suite

1. 1Wait for Intuit's email. It normally arrives within 2–5 days of a successful upgrade.
2. 2Once you have the email, sign in to Intuit Enterprise Suite.
3. 3Check your unit groups and preferred units. Intuit says units of measure carry over, and asks you to confirm they came across the way you expect.
4. 4Check your manufacturing orders. Pending Desktop builds should appear as Planned manufacturing orders, and completed builds as Completed orders with a linked Build assembly transaction.

What Intuit says comes across

Intuit's article on the move doesn't list what data comes across, or any data limits. These are the only specific items we found in Intuit's other sources:

For more on how Desktop builds land, see what happens to assemblies and bills of materials when you move.

If something doesn't look right

• A cleanup fix went wrong: the tool backed up your company file before making changes, and you can restore that backup at any time.
• Your file is hosted: create a local backup on your computer and restore it to an active file before you start, as Intuit's video shows.
• You have more than one company file: after sending the first, choose the next file and repeat the same steps.
• Some tasks don't clear with Complete All: tasks that need missing information, and hygiene tasks, have to be done one at a time.
• Units look wrong after the move: units of measure carry over, but Intuit asks you to review your unit groups and preferred units.

Where Intuit Enterprise Suite leaves the work to you

• Intuit's article doesn't list what data moves or any limits, so check with Intuit before you commit.
• The article doesn't say what happens to transactions entered in Desktop after you send the file. Agree on a cutover date with Intuit.
• Hygiene tasks are fixed by hand, one at a time, in Desktop.
• Intuit's sources disagree on multi-level bills of materials. If you use subassemblies, get a clear answer from Intuit before you move.
• After the move, your team checks units of measure and manufacturing orders against Desktop.

How Logistify helps

Logistify doesn't migrate company files. It's a managed service that works with QuickBooks Desktop and with Intuit Enterprise Suite, so the same service keeps entering orders before and after the move. The Sales Order Service enters customer orders as sales orders, whether they arrive by email, PDF, Excel (including .xls), EDI, WhatsApp, SMS, voicemail or paper, and a person reviews exceptions. Before you move, compare QuickBooks Desktop Enterprise vs Intuit Enterprise Suite.