Can you save as a previous version

Posted by Meebers on January 5, 2009, 9:39 pm

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V7 and V8 are two seperate companys, non related. I do not have QB myself,
I was just asked what to do since I do excel files for V7, but (hold on to
your seat) when the V7 person asked about reports, invoices and the CPA
files, the v8 person said it was a bummer and that she had to do the reports
manually. V8's company is property management, so the clients are varied
type entities, no payroll, just leases/rents and CAM's. As far as the
software, v8 has it on her laptop, v7 loads it from the company's server.
v7's company has a dedicated QB person running their
construction/leasing/selling operation and is well versed. I know this is
going way off topic and all, but I think between you and Laura, the question
has been answered and the solution, from a SW standpoint, is
straightforward. The file seperation is another story. This being the 5th
of Jan, they are already 5+ days behind from starting the new files, I am
upset and yet not really involved. Tx for your comments.

> First, let me say that the Version 7 (really QB Premier 2007) person's

> boss should get a local QB ProAdvisor involved in this. Someone

> knowledgeable needs to get ALL the information first hand and develop a

> plan. The information here is piecemeal and apparently second, third,

> fourth-hand. You cannot formulate a real plan that way.

> OK, so now we are dealing with QB Premier versions. And now there is a

> CPA involved who gets updates.

> What does the CPA do? How could the CPA have allowed 20+ companies to be

> put into one QB file?

> There are various versions of QB Premier. To follow my earlier

> suggestions would cost $300 to $400 per copy instead of $100.

> However, QB Premier and QB Pro can read each others files if they are the

> same year. It may be that one copy of 2008 QB Pro for the V7 person is

> all that will be necessary. V7 person can use Pro2008 to fix the file and

> give it back to the Premier2008 person. Premier has more features than

> Pro, but they may not be needed to separate out the companies. The

> additional features of Premier are not lost when the file is opened with

> Pro- just unavailable. They will be available again when the file is

> reopened in Premier. (Another option might be one new Pro2009 and one new

> Premier2009 since it would not be a bad idea for the Premier2007 to be

> updated to Premier2009- if they really need the additional features of

> Premier. If Pro does everything they need- we are back to two copies of

> Pro.)

> Other questions arise-

> 1. Are these 20 companies really separate companies? Completely

> separate? Separate bank accounts, separate assets, etc. What type of

> entities- sole proprietorships, partnerships, corporations? Same

> owner(s)?

> 2. Is there payroll? In all 20 companies? Or does one company fund the

> payroll for all?

> 3. Do they realize that all the accounting operations for the V8 person

> will be frozen in place while these companies are divided? V8 person

> cannot continue work while V7 person is separating the company files.

> Anything V8 person does will have to be redone with the new separated

> files.

> I am very curious how the V8 person managed to get 20+ companies (and a

> personal file!) into one QB file while keeping all bank accounts, assets,

> liabilities, income, expenses, and ownership separate. Just keeping

> profits (retained earnings) and capital accounts separate would be a

> complete nightmare! I would love to see that file!

> Please encourage the 2008 person's boss to get a local ProAdvisor

> involved. Yes, it will be some expense, but he/she has a real mess and

> someone knowledgeable needs to get all the facts together to formulate a

> plan to get them out of this mess.

> --

> Charles M. Shanes, CPA

> Charles M. Shanes CPA, LLC

> Richmond, VA

> QuickBooks ProAdvisor

> Microsoft MPAN Member for SBA

> www.shanescpa.com

> cshanes@-Delete-This-Nospam-shanescpa.com

>> Here is the story as I understand it. :-) The V8 person (boss) asked

>> the V7 persons (boss) for help and would "barter" the offset. V7 person

>> went to V8's office, and was informed on the companys business and what

>> their goal was. After a long discussion, V7 person in turn copied the

>> file to her thumb drive took it home and was going to start working on it

>> and at the same time with the intention of educating v8 on how to do it.

>> Of course she could not open it and thus the question that started this

>> thread. I personally do work with excel for various customers with

>> various versions, I save the file to be compatible with each one. I

>> guess I should have know better as I also work with Quicken H_B and know

>> that it is not "downward" compatible. V7 and V8's are both Premier and

>> is used mostly in the construction/leasing/selling areas. I know it is a

>> toss up as to what version to get, I would do V9 and let the V8 do the

>> funding. The offices (v7&v8)are in Florida, while the CPA's office is in

>> Indiana which gets a weekly update. Oh what fun!!

>>> Are we talking version 2007 vs 2008 (pro/premier) or Enterprise versions

>>> 7 vs 8? Big difference in price.

>>>

>>> --

>>> Laura

>>>

>>>> Given the magnitude of the problem, you would be wise to buy a copy of

>>>> QuickBooks 2008 or even 2009 (Best Buy has it on sale for $99.99 this

>>>> week) and lend it to the 2007 person.

>>>>

>>>> She can install it on her computer in addition to her copy of 2007.

>>>> This would be in addition to the 2007 version not as an upgrade. This

>>>> means that she would have both 2007 and 2009(2008) on her computer.

>>>>

>>>> She could do the work to fix the file using your copy of 2009(2008) as

>>>> well as retain her 2007 version for her own customers. She could then

>>>> uninstall QB 2009(2008) from her computer and give it back to you along

>>>> with the revised and corrected data files. (Or you can buy two copies

>>>> of 2009 and give one to her (the 2007 person) for doing all this work-

>>>> cheap at $100!).

>>>>

>>>> This would be well worth the expense given the extent of the mess the

>>>> former person (version 8) has created.

>>>>

>>>> --

>>>> Charles M. Shanes, CPA

>>>> Charles M. Shanes CPA, LLC

>>>> Richmond, VA

>>>> QuickBooks ProAdvisor

>>>> Microsoft MPAN Member for SBA

>>>> www.shanescpa.com

>>>> cshanes@-Delete-This-Nospam-shanescpa.com

>>>>

>>>>> 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.

>>>>>>>

>>>>>>

>>>>>

>>>>

>>>

Posted by CMS, VA CPA on January 5, 2009, 10:29 pm

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I wish you and them luck with this.

Just one final thought- Based on your last post, V8 may not have 20
companies. It sounds more like they are one company with twenty clients.
If so, the problem is not nearly as bad as originally thought.

This would be an appropriate use for "classes" in QB. They would then be
able to produce an Income Statement (P&L) for each property. Premier offers
some additional reporting capability but Pro might be all they really need.

Good luck.

--
Charles M. Shanes, CPA
Charles M. Shanes CPA, LLC
Richmond, VA
QuickBooks ProAdvisor
Microsoft MPAN Member for SBA
www.shanescpa.com
cshanes@-Delete-This-Nospam-shanescpa.com

> V7 and V8 are two seperate companys, non related. I do not have QB

> myself, I was just asked what to do since I do excel files for V7, but

> (hold on to your seat) when the V7 person asked about reports, invoices

> and the CPA files, the v8 person said it was a bummer and that she had to

> do the reports manually. V8's company is property management, so the

> clients are varied type entities, no payroll, just leases/rents and CAM's.

> As far as the software, v8 has it on her laptop, v7 loads it from the

> company's server. v7's company has a dedicated QB person running their

> construction/leasing/selling operation and is well versed. I know this

> is going way off topic and all, but I think between you and Laura, the

> question has been answered and the solution, from a SW standpoint, is

> straightforward. The file seperation is another story. This being the

> 5th of Jan, they are already 5+ days behind from starting the new files, I

> am upset and yet not really involved. Tx for your comments.

>> First, let me say that the Version 7 (really QB Premier 2007) person's

>> boss should get a local QB ProAdvisor involved in this. Someone

>> knowledgeable needs to get ALL the information first hand and develop a

>> plan. The information here is piecemeal and apparently second, third,

>> fourth-hand. You cannot formulate a real plan that way.

>> OK, so now we are dealing with QB Premier versions. And now there is a

>> CPA involved who gets updates.

>> What does the CPA do? How could the CPA have allowed 20+ companies to be

>> put into one QB file?

>> There are various versions of QB Premier. To follow my earlier

>> suggestions would cost $300 to $400 per copy instead of $100.

>> However, QB Premier and QB Pro can read each others files if they are the

>> same year. It may be that one copy of 2008 QB Pro for the V7 person is

>> all that will be necessary. V7 person can use Pro2008 to fix the file

>> and give it back to the Premier2008 person. Premier has more features

>> than Pro, but they may not be needed to separate out the companies. The

>> additional features of Premier are not lost when the file is opened with

>> Pro- just unavailable. They will be available again when the file is

>> reopened in Premier. (Another option might be one new Pro2009 and one

>> new Premier2009 since it would not be a bad idea for the Premier2007 to

>> be updated to Premier2009- if they really need the additional features of

>> Premier. If Pro does everything they need- we are back to two copies of

>> Pro.)

>> Other questions arise-

>> 1. Are these 20 companies really separate companies? Completely

>> separate? Separate bank accounts, separate assets, etc. What type of

>> entities- sole proprietorships, partnerships, corporations? Same

>> owner(s)?

>> 2. Is there payroll? In all 20 companies? Or does one company fund the

>> payroll for all?

>> 3. Do they realize that all the accounting operations for the V8 person

>> will be frozen in place while these companies are divided? V8 person

>> cannot continue work while V7 person is separating the company files.

>> Anything V8 person does will have to be redone with the new separated

>> files.

>> I am very curious how the V8 person managed to get 20+ companies (and a

>> personal file!) into one QB file while keeping all bank accounts, assets,

>> liabilities, income, expenses, and ownership separate. Just keeping

>> profits (retained earnings) and capital accounts separate would be a

>> complete nightmare! I would love to see that file!

>> Please encourage the 2008 person's boss to get a local ProAdvisor

>> involved. Yes, it will be some expense, but he/she has a real mess and

>> someone knowledgeable needs to get all the facts together to formulate a

>> plan to get them out of this mess.

>> --

>> Charles M. Shanes, CPA

>> Charles M. Shanes CPA, LLC

>> Richmond, VA

>> QuickBooks ProAdvisor

>> Microsoft MPAN Member for SBA

>> www.shanescpa.com

>> cshanes@-Delete-This-Nospam-shanescpa.com

>>> Here is the story as I understand it. :-) The V8 person (boss) asked

>>> the V7 persons (boss) for help and would "barter" the offset. V7 person

>>> went to V8's office, and was informed on the companys business and what

>>> their goal was. After a long discussion, V7 person in turn copied the

>>> file to her thumb drive took it home and was going to start working on

>>> it and at the same time with the intention of educating v8 on how to do

>>> it. Of course she could not open it and thus the question that started

>>> this thread. I personally do work with excel for various customers with

>>> various versions, I save the file to be compatible with each one. I

>>> guess I should have know better as I also work with Quicken H_B and know

>>> that it is not "downward" compatible. V7 and V8's are both Premier and

>>> is used mostly in the construction/leasing/selling areas. I know it is

>>> a toss up as to what version to get, I would do V9 and let the V8 do the

>>> funding. The offices (v7&v8)are in Florida, while the CPA's office is in

>>> Indiana which gets a weekly update. Oh what fun!!

>>>

>>>> Are we talking version 2007 vs 2008 (pro/premier) or Enterprise

>>>> versions 7 vs 8? Big difference in price.

>>>>

>>>> --

>>>> Laura

>>>>

>>>>> Given the magnitude of the problem, you would be wise to buy a copy of

>>>>> QuickBooks 2008 or even 2009 (Best Buy has it on sale for $99.99 this

>>>>> week) and lend it to the 2007 person.

>>>>>

>>>>> She can install it on her computer in addition to her copy of 2007.

>>>>> This would be in addition to the 2007 version not as an upgrade. This

>>>>> means that she would have both 2007 and 2009(2008) on her computer.

>>>>>

>>>>> She could do the work to fix the file using your copy of 2009(2008) as

>>>>> well as retain her 2007 version for her own customers. She could then

>>>>> uninstall QB 2009(2008) from her computer and give it back to you

>>>>> along with the revised and corrected data files. (Or you can buy two

>>>>> copies of 2009 and give one to her (the 2007 person) for doing all

>>>>> this work- cheap at $100!).

>>>>>

>>>>> This would be well worth the expense given the extent of the mess the

>>>>> former person (version 8) has created.

>>>>>

>>>>> --

>>>>> Charles M. Shanes, CPA

>>>>> Charles M. Shanes CPA, LLC

>>>>> Richmond, VA

>>>>> QuickBooks ProAdvisor

>>>>> Microsoft MPAN Member for SBA

>>>>> www.shanescpa.com

>>>>> cshanes@-Delete-This-Nospam-shanescpa.com

>>>>>

>>>>>> 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.

>>>>>>>>

>>>>>>>

>>>>>>

>>>>>

>>>>

>>>

Posted by Laura on January 6, 2009, 7:35 am

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yes, Pro might be all that they need. Staples and Office Depot have Pro on
sale this week for $99 so if new software is needed, this week is the time
to do it.

--
Laura

>I wish you and them luck with this.

> Just one final thought- Based on your last post, V8 may not have 20

> companies. It sounds more like they are one company with twenty clients.

> If so, the problem is not nearly as bad as originally thought.

> This would be an appropriate use for "classes" in QB. They would then be

> able to produce an Income Statement (P&L) for each property. Premier

> offers some additional reporting capability but Pro might be all they

> really need.

> Good luck.

> --

> Charles M. Shanes, CPA

> Charles M. Shanes CPA, LLC

> Richmond, VA

> QuickBooks ProAdvisor

> Microsoft MPAN Member for SBA

> www.shanescpa.com

> cshanes@-Delete-This-Nospam-shanescpa.com

>> V7 and V8 are two seperate companys, non related. I do not have QB

>> myself, I was just asked what to do since I do excel files for V7, but

>> (hold on to your seat) when the V7 person asked about reports, invoices

>> and the CPA files, the v8 person said it was a bummer and that she had to

>> do the reports manually. V8's company is property management, so the

>> clients are varied type entities, no payroll, just leases/rents and

>> CAM's. As far as the software, v8 has it on her laptop, v7 loads it from

>> the company's server. v7's company has a dedicated QB person running

>> their construction/leasing/selling operation and is well versed. I know

>> this is going way off topic and all, but I think between you and Laura,

>> the question has been answered and the solution, from a SW standpoint, is

>> straightforward. The file seperation is another story. This being the

>> 5th of Jan, they are already 5+ days behind from starting the new files,

>> I am upset and yet not really involved. Tx for your comments.

>>> First, let me say that the Version 7 (really QB Premier 2007) person's

>>> boss should get a local QB ProAdvisor involved in this. Someone

>>> knowledgeable needs to get ALL the information first hand and develop a

>>> plan. The information here is piecemeal and apparently second, third,

>>> fourth-hand. You cannot formulate a real plan that way.

>>>

>>> OK, so now we are dealing with QB Premier versions. And now there is a

>>> CPA involved who gets updates.

>>>

>>> What does the CPA do? How could the CPA have allowed 20+ companies to

>>> be put into one QB file?

>>>

>>> There are various versions of QB Premier. To follow my earlier

>>> suggestions would cost $300 to $400 per copy instead of $100.

>>>

>>> However, QB Premier and QB Pro can read each others files if they are

>>> the same year. It may be that one copy of 2008 QB Pro for the V7 person

>>> is all that will be necessary. V7 person can use Pro2008 to fix the

>>> file and give it back to the Premier2008 person. Premier has more

>>> features than Pro, but they may not be needed to separate out the

>>> companies. The additional features of Premier are not lost when the

>>> file is opened with Pro- just unavailable. They will be available again

>>> when the file is reopened in Premier. (Another option might be one new

>>> Pro2009 and one new Premier2009 since it would not be a bad idea for the

>>> Premier2007 to be updated to Premier2009- if they really need the

>>> additional features of Premier. If Pro does everything they need- we

>>> are back to two copies of Pro.)

>>>

>>> Other questions arise-

>>>

>>> 1. Are these 20 companies really separate companies? Completely

>>> separate? Separate bank accounts, separate assets, etc. What type of

>>> entities- sole proprietorships, partnerships, corporations? Same

>>> owner(s)?

>>>

>>> 2. Is there payroll? In all 20 companies? Or does one company fund

>>> the payroll for all?

>>>

>>> 3. Do they realize that all the accounting operations for the V8 person

>>> will be frozen in place while these companies are divided? V8 person

>>> cannot continue work while V7 person is separating the company files.

>>> Anything V8 person does will have to be redone with the new separated

>>> files.

>>>

>>> I am very curious how the V8 person managed to get 20+ companies (and a

>>> personal file!) into one QB file while keeping all bank accounts,

>>> assets, liabilities, income, expenses, and ownership separate. Just

>>> keeping profits (retained earnings) and capital accounts separate would

>>> be a complete nightmare! I would love to see that file!

>>>

>>> Please encourage the 2008 person's boss to get a local ProAdvisor

>>> involved. Yes, it will be some expense, but he/she has a real mess and

>>> someone knowledgeable needs to get all the facts together to formulate a

>>> plan to get them out of this mess.

>>>

>>> --

>>> Charles M. Shanes, CPA

>>> Charles M. Shanes CPA, LLC

>>> Richmond, VA

>>> QuickBooks ProAdvisor

>>> Microsoft MPAN Member for SBA

>>> www.shanescpa.com

>>> cshanes@-Delete-This-Nospam-shanescpa.com

>>>

>>>> Here is the story as I understand it. :-) The V8 person (boss) asked

>>>> the V7 persons (boss) for help and would "barter" the offset. V7

>>>> person went to V8's office, and was informed on the companys business

>>>> and what their goal was. After a long discussion, V7 person in turn

>>>> copied the file to her thumb drive took it home and was going to start

>>>> working on it and at the same time with the intention of educating v8

>>>> on how to do it. Of course she could not open it and thus the question

>>>> that started this thread. I personally do work with excel for various

>>>> customers with various versions, I save the file to be compatible with

>>>> each one. I guess I should have know better as I also work with

>>>> Quicken H_B and know that it is not "downward" compatible. V7 and V8's

>>>> are both Premier and is used mostly in the construction/leasing/selling

>>>> areas. I know it is a toss up as to what version to get, I would do V9

>>>> and let the V8 do the funding. The offices (v7&v8)are in Florida, while

>>>> the CPA's office is in Indiana which gets a weekly update. Oh what

>>>> fun!!

>>>>

>>>>> Are we talking version 2007 vs 2008 (pro/premier) or Enterprise

>>>>> versions 7 vs 8? Big difference in price.

>>>>>

>>>>> --

>>>>> Laura

>>>>>

>>>>>> Given the magnitude of the problem, you would be wise to buy a copy

>>>>>> of QuickBooks 2008 or even 2009 (Best Buy has it on sale for $99.99

>>>>>> this week) and lend it to the 2007 person.

>>>>>>

>>>>>> She can install it on her computer in addition to her copy of 2007.

>>>>>> This would be in addition to the 2007 version not as an upgrade.

>>>>>> This means that she would have both 2007 and 2009(2008) on her

>>>>>> computer.

>>>>>>

>>>>>> She could do the work to fix the file using your copy of 2009(2008)

>>>>>> as well as retain her 2007 version for her own customers. She could

>>>>>> then uninstall QB 2009(2008) from her computer and give it back to

>>>>>> you along with the revised and corrected data files. (Or you can buy

>>>>>> two copies of 2009 and give one to her (the 2007 person) for doing

>>>>>> all this work- cheap at $100!).

>>>>>>

>>>>>> This would be well worth the expense given the extent of the mess the

>>>>>> former person (version 8) has created.

>>>>>>

>>>>>> --

>>>>>> Charles M. Shanes, CPA

>>>>>> Charles M. Shanes CPA, LLC

>>>>>> Richmond, VA

>>>>>> QuickBooks ProAdvisor

>>>>>> Microsoft MPAN Member for SBA

>>>>>> www.shanescpa.com

>>>>>> cshanes@-Delete-This-Nospam-shanescpa.com

>>>>>>

>>>>>>> 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.

>>>>>>>>>

>>>>>>>>

>>>>>>>

>>>>>>

>>>>>

>>>>

>>>

Posted by Meebers on January 6, 2009, 3:20 pm

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v7's boss bought v9($99) @ costco this am...v8 to do the same. I am
feeling better.!

> yes, Pro might be all that they need. Staples and Office Depot have Pro on

> sale this week for $99 so if new software is needed, this week is the time

> to do it.

> --

> Laura

>>I wish you and them luck with this.

>> Just one final thought- Based on your last post, V8 may not have 20

>> companies. It sounds more like they are one company with twenty clients.

>> If so, the problem is not nearly as bad as originally thought.

>> This would be an appropriate use for "classes" in QB. They would then be

>> able to produce an Income Statement (P&L) for each property. Premier

>> offers some additional reporting capability but Pro might be all they

>> really need.

>> Good luck.

>> --

>> Charles M. Shanes, CPA

>> Charles M. Shanes CPA, LLC

>> Richmond, VA

>> QuickBooks ProAdvisor

>> Microsoft MPAN Member for SBA

>> www.shanescpa.com

>> cshanes@-Delete-This-Nospam-shanescpa.com

>>> V7 and V8 are two seperate companys, non related. I do not have QB

>>> myself, I was just asked what to do since I do excel files for V7, but

>>> (hold on to your seat) when the V7 person asked about reports, invoices

>>> and the CPA files, the v8 person said it was a bummer and that she had

>>> to do the reports manually. V8's company is property management, so

>>> the clients are varied type entities, no payroll, just leases/rents and

>>> CAM's. As far as the software, v8 has it on her laptop, v7 loads it from

>>> the company's server. v7's company has a dedicated QB person running

>>> their construction/leasing/selling operation and is well versed. I

>>> know this is going way off topic and all, but I think between you and

>>> Laura, the question has been answered and the solution, from a SW

>>> standpoint, is straightforward. The file seperation is another story.

>>> This being the 5th of Jan, they are already 5+ days behind from starting

>>> the new files, I am upset and yet not really involved. Tx for your

>>> comments.

>>>

>>>> First, let me say that the Version 7 (really QB Premier 2007) person's

>>>> boss should get a local QB ProAdvisor involved in this. Someone

>>>> knowledgeable needs to get ALL the information first hand and develop a

>>>> plan. The information here is piecemeal and apparently second, third,

>>>> fourth-hand. You cannot formulate a real plan that way.

>>>>

>>>> OK, so now we are dealing with QB Premier versions. And now there is a

>>>> CPA involved who gets updates.

>>>>

>>>> What does the CPA do? How could the CPA have allowed 20+ companies to

>>>> be put into one QB file?

>>>>

>>>> There are various versions of QB Premier. To follow my earlier

>>>> suggestions would cost $300 to $400 per copy instead of $100.

>>>>

>>>> However, QB Premier and QB Pro can read each others files if they are

>>>> the same year. It may be that one copy of 2008 QB Pro for the V7

>>>> person is all that will be necessary. V7 person can use Pro2008 to fix

>>>> the file and give it back to the Premier2008 person. Premier has more

>>>> features than Pro, but they may not be needed to separate out the

>>>> companies. The additional features of Premier are not lost when the

>>>> file is opened with Pro- just unavailable. They will be available

>>>> again when the file is reopened in Premier. (Another option might be

>>>> one new Pro2009 and one new Premier2009 since it would not be a bad

>>>> idea for the Premier2007 to be updated to Premier2009- if they really

>>>> need the additional features of Premier. If Pro does everything they

>>>> need- we are back to two copies of Pro.)

>>>>

>>>> Other questions arise-

>>>>

>>>> 1. Are these 20 companies really separate companies? Completely

>>>> separate? Separate bank accounts, separate assets, etc. What type of

>>>> entities- sole proprietorships, partnerships, corporations? Same

>>>> owner(s)?

>>>>

>>>> 2. Is there payroll? In all 20 companies? Or does one company fund

>>>> the payroll for all?

>>>>

>>>> 3. Do they realize that all the accounting operations for the V8

>>>> person will be frozen in place while these companies are divided? V8

>>>> person cannot continue work while V7 person is separating the company

>>>> files. Anything V8 person does will have to be redone with the new

>>>> separated files.

>>>>

>>>> I am very curious how the V8 person managed to get 20+ companies (and a

>>>> personal file!) into one QB file while keeping all bank accounts,

>>>> assets, liabilities, income, expenses, and ownership separate. Just

>>>> keeping profits (retained earnings) and capital accounts separate would

>>>> be a complete nightmare! I would love to see that file!

>>>>

>>>> Please encourage the 2008 person's boss to get a local ProAdvisor

>>>> involved. Yes, it will be some expense, but he/she has a real mess and

>>>> someone knowledgeable needs to get all the facts together to formulate

>>>> a plan to get them out of this mess.

>>>>

>>>> --

>>>> Charles M. Shanes, CPA

>>>> Charles M. Shanes CPA, LLC

>>>> Richmond, VA

>>>> QuickBooks ProAdvisor

>>>> Microsoft MPAN Member for SBA

>>>> www.shanescpa.com

>>>> cshanes@-Delete-This-Nospam-shanescpa.com

>>>>

>>>>> Here is the story as I understand it. :-) The V8 person (boss) asked

>>>>> the V7 persons (boss) for help and would "barter" the offset. V7

>>>>> person went to V8's office, and was informed on the companys business

>>>>> and what their goal was. After a long discussion, V7 person in turn

>>>>> copied the file to her thumb drive took it home and was going to start

>>>>> working on it and at the same time with the intention of educating v8

>>>>> on how to do it. Of course she could not open it and thus the question

>>>>> that started this thread. I personally do work with excel for various

>>>>> customers with various versions, I save the file to be compatible with

>>>>> each one. I guess I should have know better as I also work with

>>>>> Quicken H_B and know that it is not "downward" compatible. V7 and

>>>>> V8's are both Premier and is used mostly in the

>>>>> construction/leasing/selling areas. I know it is a toss up as to what

>>>>> version to get, I would do V9 and let the V8 do the funding. The

>>>>> offices (v7&v8)are in Florida, while the CPA's office is in Indiana

>>>>> which gets a weekly update. Oh what fun!!

>>>>>

>>>>>> Are we talking version 2007 vs 2008 (pro/premier) or Enterprise

>>>>>> versions 7 vs 8? Big difference in price.

>>>>>>

>>>>>> --

>>>>>> Laura

>>>>>>

>>>>>>> Given the magnitude of the problem, you would be wise to buy a copy

>>>>>>> of QuickBooks 2008 or even 2009 (Best Buy has it on sale for $99.99

>>>>>>> this week) and lend it to the 2007 person.

>>>>>>>

>>>>>>> She can install it on her computer in addition to her copy of 2007.

>>>>>>> This would be in addition to the 2007 version not as an upgrade.

>>>>>>> This means that she would have both 2007 and 2009(2008) on her

>>>>>>> computer.

>>>>>>>

>>>>>>> She could do the work to fix the file using your copy of 2009(2008)

>>>>>>> as well as retain her 2007 version for her own customers. She could

>>>>>>> then uninstall QB 2009(2008) from her computer and give it back to

>>>>>>> you along with the revised and corrected data files. (Or you can

>>>>>>> buy two copies of 2009 and give one to her (the 2007 person) for

>>>>>>> doing all this work- cheap at $100!).

>>>>>>>

>>>>>>> This would be well worth the expense given the extent of the mess

>>>>>>> the former person (version 8) has created.

>>>>>>>

>>>>>>> --

>>>>>>> Charles M. Shanes, CPA

>>>>>>> Charles M. Shanes CPA, LLC

>>>>>>> Richmond, VA

>>>>>>> QuickBooks ProAdvisor

>>>>>>> Microsoft MPAN Member for SBA

>>>>>>> www.shanescpa.com

>>>>>>> cshanes@-Delete-This-Nospam-shanescpa.com

>>>>>>>

>>>>>>>> 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.

>>>>>>>>>>

>>>>>>>>>

>>>>>>>>

>>>>>>>

>>>>>>

>>>>>

>>>>

>>>

Posted by Laura on January 6, 2009, 8:51 pm

Please log in for more thread options

Great idea.

May I suggest that you also refer to Pro or Premier by the full year (2007,
2008 or 2009) so that we don't get confused by thinking you are refering to
Enterprise v7, v8 or v9. Thanks.

--
Laura

> v7's boss bought v9($99) @ costco this am...v8 to do the same. I am

> feeling better.!

>> yes, Pro might be all that they need. Staples and Office Depot have Pro

>> on sale this week for $99 so if new software is needed, this week is the

>> time to do it.

>> --

>> Laura

>>>I wish you and them luck with this.

>>>

>>> Just one final thought- Based on your last post, V8 may not have 20

>>> companies. It sounds more like they are one company with twenty

>>> clients. If so, the problem is not nearly as bad as originally thought.

>>>

>>> This would be an appropriate use for "classes" in QB. They would then

>>> be able to produce an Income Statement (P&L) for each property. Premier

>>> offers some additional reporting capability but Pro might be all they

>>> really need.

>>>

>>> Good luck.

>>>

>>> --

>>> Charles M. Shanes, CPA

>>> Charles M. Shanes CPA, LLC

>>> Richmond, VA

>>> QuickBooks ProAdvisor

>>> Microsoft MPAN Member for SBA

>>> www.shanescpa.com

>>> cshanes@-Delete-This-Nospam-shanescpa.com

>>>

>>>> V7 and V8 are two seperate companys, non related. I do not have QB

>>>> myself, I was just asked what to do since I do excel files for V7, but

>>>> (hold on to your seat) when the V7 person asked about reports, invoices

>>>> and the CPA files, the v8 person said it was a bummer and that she had

>>>> to do the reports manually. V8's company is property management, so

>>>> the clients are varied type entities, no payroll, just leases/rents and

>>>> CAM's. As far as the software, v8 has it on her laptop, v7 loads it

>>>> from the company's server. v7's company has a dedicated QB person

>>>> running their construction/leasing/selling operation and is well

>>>> versed. I know this is going way off topic and all, but I think

>>>> between you and Laura, the question has been answered and the solution,

>>>> from a SW standpoint, is straightforward. The file seperation is

>>>> another story. This being the 5th of Jan, they are already 5+ days

>>>> behind from starting the new files, I am upset and yet not really

>>>> involved. Tx for your comments.

>>>>

>>>>> First, let me say that the Version 7 (really QB Premier 2007) person's

>>>>> boss should get a local QB ProAdvisor involved in this. Someone

>>>>> knowledgeable needs to get ALL the information first hand and develop

>>>>> a plan. The information here is piecemeal and apparently second,

>>>>> third, fourth-hand. You cannot formulate a real plan that way.

>>>>>

>>>>> OK, so now we are dealing with QB Premier versions. And now there is

>>>>> a CPA involved who gets updates.

>>>>>

>>>>> What does the CPA do? How could the CPA have allowed 20+ companies to

>>>>> be put into one QB file?

>>>>>

>>>>> There are various versions of QB Premier. To follow my earlier

>>>>> suggestions would cost $300 to $400 per copy instead of $100.

>>>>>

>>>>> However, QB Premier and QB Pro can read each others files if they are

>>>>> the same year. It may be that one copy of 2008 QB Pro for the V7

>>>>> person is all that will be necessary. V7 person can use Pro2008 to

>>>>> fix the file and give it back to the Premier2008 person. Premier has

>>>>> more features than Pro, but they may not be needed to separate out the

>>>>> companies. The additional features of Premier are not lost when the

>>>>> file is opened with Pro- just unavailable. They will be available

>>>>> again when the file is reopened in Premier. (Another option might be

>>>>> one new Pro2009 and one new Premier2009 since it would not be a bad

>>>>> idea for the Premier2007 to be updated to Premier2009- if they really

>>>>> need the additional features of Premier. If Pro does everything they

>>>>> need- we are back to two copies of Pro.)

>>>>>

>>>>> Other questions arise-

>>>>>

>>>>> 1. Are these 20 companies really separate companies? Completely

>>>>> separate? Separate bank accounts, separate assets, etc. What type of

>>>>> entities- sole proprietorships, partnerships, corporations? Same

>>>>> owner(s)?

>>>>>

>>>>> 2. Is there payroll? In all 20 companies? Or does one company fund

>>>>> the payroll for all?

>>>>>

>>>>> 3. Do they realize that all the accounting operations for the V8

>>>>> person will be frozen in place while these companies are divided? V8

>>>>> person cannot continue work while V7 person is separating the company

>>>>> files. Anything V8 person does will have to be redone with the new

>>>>> separated files.

>>>>>

>>>>> I am very curious how the V8 person managed to get 20+ companies (and

>>>>> a personal file!) into one QB file while keeping all bank accounts,

>>>>> assets, liabilities, income, expenses, and ownership separate. Just

>>>>> keeping profits (retained earnings) and capital accounts separate

>>>>> would be a complete nightmare! I would love to see that file!

>>>>>

>>>>> Please encourage the 2008 person's boss to get a local ProAdvisor

>>>>> involved. Yes, it will be some expense, but he/she has a real mess and

>>>>> someone knowledgeable needs to get all the facts together to formulate

>>>>> a plan to get them out of this mess.

>>>>>

>>>>> --

>>>>> Charles M. Shanes, CPA

>>>>> Charles M. Shanes CPA, LLC

>>>>> Richmond, VA

>>>>> QuickBooks ProAdvisor

>>>>> Microsoft MPAN Member for SBA

>>>>> www.shanescpa.com

>>>>> cshanes@-Delete-This-Nospam-shanescpa.com

>>>>>

>>>>>> Here is the story as I understand it. :-) The V8 person (boss)

>>>>>> asked the V7 persons (boss) for help and would "barter" the offset.

>>>>>> V7 person went to V8's office, and was informed on the companys

>>>>>> business and what their goal was. After a long discussion, V7 person

>>>>>> in turn copied the file to her thumb drive took it home and was going

>>>>>> to start working on it and at the same time with the intention of

>>>>>> educating v8 on how to do it. Of course she could not open it and

>>>>>> thus the question that started this thread. I personally do work

>>>>>> with excel for various customers with various versions, I save the

>>>>>> file to be compatible with each one. I guess I should have know

>>>>>> better as I also work with Quicken H_B and know that it is not

>>>>>> "downward" compatible. V7 and V8's are both Premier and is used

>>>>>> mostly in the construction/leasing/selling areas. I know it is a

>>>>>> toss up as to what version to get, I would do V9 and let the V8 do

>>>>>> the funding. The offices (v7&v8)are in Florida, while the CPA's

>>>>>> office is in Indiana which gets a weekly update. Oh what fun!!

>>>>>>

>>>>>>> Are we talking version 2007 vs 2008 (pro/premier) or Enterprise

>>>>>>> versions 7 vs 8? Big difference in price.

>>>>>>>

>>>>>>> --

>>>>>>> Laura

>>>>>>>

>>>>>>>> Given the magnitude of the problem, you would be wise to buy a copy

>>>>>>>> of QuickBooks 2008 or even 2009 (Best Buy has it on sale for $99.99

>>>>>>>> this week) and lend it to the 2007 person.

>>>>>>>>

>>>>>>>> She can install it on her computer in addition to her copy of 2007.

>>>>>>>> This would be in addition to the 2007 version not as an upgrade.

>>>>>>>> This means that she would have both 2007 and 2009(2008) on her

>>>>>>>> computer.

>>>>>>>>

>>>>>>>> She could do the work to fix the file using your copy of 2009(2008)

>>>>>>>> as well as retain her 2007 version for her own customers. She

>>>>>>>> could then uninstall QB 2009(2008) from her computer and give it

>>>>>>>> back to you along with the revised and corrected data files. (Or

>>>>>>>> you can buy two copies of 2009 and give one to her (the 2007

>>>>>>>> person) for doing all this work- cheap at $100!).

>>>>>>>>

>>>>>>>> This would be well worth the expense given the extent of the mess

>>>>>>>> the former person (version 8) has created.

>>>>>>>>

>>>>>>>> --

>>>>>>>> Charles M. Shanes, CPA

>>>>>>>> Charles M. Shanes CPA, LLC

>>>>>>>> Richmond, VA

>>>>>>>> QuickBooks ProAdvisor

>>>>>>>> Microsoft MPAN Member for SBA

>>>>>>>> www.shanescpa.com

>>>>>>>> cshanes@-Delete-This-Nospam-shanescpa.com

>>>>>>>>

>>>>>>>>> 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.

>>>>>>>>>>>

>>>>>>>>>>

>>>>>>>>>

>>>>>>>>

>>>>>>>

>>>>>>

>>>>>

>>>>

>>>