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Upgrade QuickBooks Desktop 2013 to 2015 (or later version)

Last post 05-08-2015 11:01 AM by alexhuang. 2 replies.
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  • 05-07-2015 5:48 PM

    Upgrade QuickBooks Desktop 2013 to 2015 (or later version)

    Hi,

    My clients are using QuickBooks 2013 Desktop Retail and Wholesales version, and work with Method now. They are thinking to upgrade to 2015 Premier or Enterprise. Just wondering if this will cause any issue while working with Method? It seems that 2015 will convert 2013 company file to new format, does it matter?

    And, while upgrading, they plan to change company file name, is it ok to Method integration engine? 

    Thanks.

    Alex

    Chief Architect
    Yi Systems, Inc.
    alexhuang@yisystems.com
    www.yisystems.com blogs.yisystems.com
    Software.Web.Cloud.IT
  • 05-08-2015 8:19 AM In reply to

    Re: Upgrade QuickBooks Desktop 2013 to 2015 (or later version)

    Answer

    Hi Alex,

    Upgrading your version of QuickBooks and converting your QuickBooks file will not cause any issues with Method. Just be sure that you are performing an upgrade on the file and not creating a new file and migrating the data. If you do the latter, the QuickBooks List IDs will be inconsistent with the data that is in Method and this will cause sync issues.

    If you change the company file name, you will need to reset the QuickBooks File under QuickBooks > Synchronize. Otherwise, this will not cause any problems. I hope this helps.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 05-08-2015 11:01 AM In reply to

    Re: Upgrade QuickBooks Desktop 2013 to 2015 (or later version)

    Got it. Thanks.

    Alex

    Chief Architect
    Yi Systems, Inc.
    alexhuang@yisystems.com
    www.yisystems.com blogs.yisystems.com
    Software.Web.Cloud.IT
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