Quickbooks 2007 - file compatibility among versions

Posted by Z Man on February 5, 2007, 4:47 pm

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I am running QuickBooks 2007 Premier Accountants edition, five user, on the
server in my accounting office. If a client sends me a file created in a
different 2007 version, such as Professional or Simple Start, and I work on
that file in my office and return it, with changes, to my client, will she
be able to utilize the resulting file? These will all be simple files,
basically check registers, and little more.

Also, I was thinking of recommending that my client use the online version.
In that case, I would make my changes directly online. Will I be able to
download the online data and load it on my office QuickBooks Premier 2007
software?

Posted by HeyBub on February 5, 2007, 4:55 pm

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Z Man wrote:

> I am running QuickBooks 2007 Premier Accountants edition, five user,

> on the server in my accounting office. If a client sends me a file

> created in a different 2007 version, such as Professional or Simple

> Start, and I work on that file in my office and return it, with

> changes, to my client, will she be able to utilize the resulting

> file? These will all be simple files, basically check registers, and

> little more.

> Also, I was thinking of recommending that my client use the online

> version. In that case, I would make my changes directly online. Will

> I be able to download the online data and load it on my office

> QuickBooks Premier 2007 software?

My accountant solves this by providing a printed list of the changes I need
to make to my system.

Posted by Bob on February 5, 2007, 5:26 pm

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> I am running QuickBooks 2007 Premier Accountants edition, five user, on the

> server in my accounting office. If a client sends me a file created in a

> different 2007 version, such as Professional or Simple Start, and I work on

> that file in my office and return it, with changes, to my client, will she

> be able to utilize the resulting file? These will all be simple files,

> basically check registers, and little more.

> Also, I was thinking of recommending that my client use the online version.

> In that case, I would make my changes directly online. Will I be able to

> download the online data and load it on my office QuickBooks Premier 2007

> software?

Have your client save a copy of QB as an accountant's copy. They can
continue to use their file. You can take the accountant's file and
make JE changes. When you are done, you can send them the changes to
update their QB. No problems with version compatability!

Posted by Allan Martin on February 5, 2007, 5:49 pm

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>> I am running QuickBooks 2007 Premier Accountants edition, five user, on

>> the

>> server in my accounting office. If a client sends me a file created in a

>> different 2007 version, such as Professional or Simple Start, and I work

>> on

>> that file in my office and return it, with changes, to my client, will

>> she

>> be able to utilize the resulting file? These will all be simple files,

>> basically check registers, and little more.

>> Also, I was thinking of recommending that my client use the online

>> version.

>> In that case, I would make my changes directly online. Will I be able to

>> download the online data and load it on my office QuickBooks Premier 2007

>> software?

> Have your client save a copy of QB as an accountant's copy. They can

> continue to use their file. You can take the accountant's file and

> make JE changes. When you are done, you can send them the changes to

> update their QB. No problems with version compatability!

If both the client and the accountant are using version 2007 then more
simple journal entries can be made to the accountants copy and synchronized
back to the client.

Posted by Z Man on February 5, 2007, 7:42 pm

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While I greatly appreciate the suggestions, the three replies don't respond
to the question. By way of explanation, the books are a complete mess. They
are far beyond needing just a few journal entries. I will have to rummage
through the cash receipts and disbursement and make wholesale
reclassifications on the fly. That's why I have to work on the books
directly. Once I clean up the ledger, I have to send it back to the client.
She has been warned to not make any additional entries of any kind until she
receives the updated file.

>>> I am running QuickBooks 2007 Premier Accountants edition, five user, on

>>> the

>>> server in my accounting office. If a client sends me a file created in a

>>> different 2007 version, such as Professional or Simple Start, and I work

>>> on

>>> that file in my office and return it, with changes, to my client, will

>>> she

>>> be able to utilize the resulting file? These will all be simple files,

>>> basically check registers, and little more.

>>>

>>> Also, I was thinking of recommending that my client use the online

>>> version.

>>> In that case, I would make my changes directly online. Will I be able to

>>> download the online data and load it on my office QuickBooks Premier

>>> 2007

>>> software?

>> Have your client save a copy of QB as an accountant's copy. They can

>> continue to use their file. You can take the accountant's file and

>> make JE changes. When you are done, you can send them the changes to

>> update their QB. No problems with version compatability!

> If both the client and the accountant are using version 2007 then more

> simple journal entries can be made to the accountants copy and

> synchronized back to the client.