Can you save as a previous version

Posted by NewsHost on January 4, 2009, 4:56 pm

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Noob here, Can someone using QB version 8 do a "save as" version 7. Users
want to share data using different versions, any suggestions TIA

Posted by Laura on January 4, 2009, 5:30 pm

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> Noob here, Can someone using QB version 8 do a "save as" version 7. Users

> want to share data using different versions, any suggestions TIA

No. QuickBooks is not "backwards" compatible. In order to share the file
with someone else they must have the same YEAR version that you have.

Posted by NewsHost on January 4, 2009, 6:02 pm

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What would you think the chances are that you could export to excel and
import to the version you have and maintain the data? What about
"portable company file", still have to be the same years version. Tx for
your comments!

>> Noob here, Can someone using QB version 8 do a "save as" version 7.

>> Users want to share data using different versions, any suggestions TIA

> No. QuickBooks is not "backwards" compatible. In order to share the file

> with someone else they must have the same YEAR version that you have.

Posted by Laura on January 4, 2009, 6:11 pm

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The Portable company file is just another backup file so it needs to be the
same version year too. You can open a version 7 file in version 8 but it
will be converted to version 8. The new file will not be usable by the
version 7 person.

As for exporting/importing, that really does not work with QuickBooks. There
are things like lists that can easily be transferred this way between
version but in general, transactions can not be transferred using excel
files. You would need a third party program like q2q Data transfer Utility
http://www.q2q.us/dtuoverview.htm to accomplish that. It's not an easy task.
It is usually used for 1 time transfers and not intended for passing files
back and forth.

If 2 users need to share a file they need to either get the same program
version or use remote access so that the other person can just log into
their computer and use their version of QuickBooks.

> What would you think the chances are that you could export to excel and

> import to the version you have and maintain the data? What about

> "portable company file", still have to be the same years version. Tx for

> your comments!

>>> Noob here, Can someone using QB version 8 do a "save as" version 7.

>>> Users want to share data using different versions, any suggestions TIA

>> No. QuickBooks is not "backwards" compatible. In order to share the file

>> with someone else they must have the same YEAR version that you have.

Posted by Meebers on January 4, 2009, 6:58 pm

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Again...tx for your comments, not what I was hoping for. The version 8
person, is keeping 20 different company records and 1 personel file for her
daughters dance class in ONE file.?? Since this is the first of the year,
the version 7 person offered to "set up" a single file per company and get
the process off in the right direction. The version 7 person does not want
to spend $$ for v8 nor change from v7 because all the other customers she
has are still on v7. Like you said "It's not an easy task". I suppose the
v7 person could set up the files etc, and the v8 person convert it and begin
without any previous data and catch up when time permits....Yipes what a
mess. Tx again for the comments.

> The Portable company file is just another backup file so it needs to be

> the same version year too. You can open a version 7 file in version 8 but

> it will be converted to version 8. The new file will not be usable by the

> version 7 person.

> As for exporting/importing, that really does not work with QuickBooks.

> There are things like lists that can easily be transferred this way

> between version but in general, transactions can not be transferred using

> excel files. You would need a third party program like q2q Data transfer

> Utility http://www.q2q.us/dtuoverview.htm to accomplish that. It's not an

> easy task. It is usually used for 1 time transfers and not intended for

> passing files back and forth.

> If 2 users need to share a file they need to either get the same program

> version or use remote access so that the other person can just log into

> their computer and use their version of QuickBooks.

>> What would you think the chances are that you could export to excel and

>> import to the version you have and maintain the data? What about

>> "portable company file", still have to be the same years version. Tx for

>> your comments!

>>>> Noob here, Can someone using QB version 8 do a "save as" version 7.

>>>> Users want to share data using different versions, any suggestions TIA

>>>

>>> No. QuickBooks is not "backwards" compatible. In order to share the file

>>> with someone else they must have the same YEAR version that you have.