Choosing and Upgrading to QuickBooks Desktop Pro Plus

In a competitive business landscape, streamlined financial management is essential for sustaining and growing your business. In fact, according to a study by Accounting Today, the market for accounting software is increasing and will be valued at $11.8 billion in the next 8 years. 

QuickBooks Desktop Pro Plus offers powerful tools that allow small to medium-sized companies to manage their finances, track expenses, and optimize business operations. 

Whether you’re upgrading from a previous version or exploring QuickBooks for the first time, understanding how to select the right version and upgrade seamlessly is key to maximizing your software investment.

Why Choose QuickBooks Desktop Pro Plus?

Selecting the right accounting software can significantly impact your business operations. QuickBooks Desktop Pro Plus is a well-rounded solution tailored for businesses that require robust accounting features without sacrificing ease of use. This version is designed to adapt to businesses’ evolving needs, ensuring you have the tools to stay efficient and competitive.

Enhanced features and functionalities

QuickBooks Desktop Pro Plus is packed with features that allow businesses to manage everything from payroll to expenses. You can generate customized financial reports, create purchase orders, track sales tax, and even handle inventory. 

Additionally, the ability to schedule payments and set reminders makes it easier to avoid late fees. These advanced features not only simplify day-to-day tasks but also improve accuracy and decision-making.

Improved security updates

With cyber threats on the rise, security is paramount. QuickBooks Desktop Pro Plus comes with advanced security updates that protect your financial data from unauthorized access. Every upgrade ensures your software has the latest security patches, giving you peace of mind when handling sensitive financial information.

Better compatibility with new operating systems

As operating systems like Windows and MacOS release new versions, outdated software may not function optimally. QuickBooks Desktop Pro Plus ensures compatibility with the latest operating systems, reducing the risk of crashes, slow performance, or loss of data. 

Staying updated means your software will run smoothly with your system’s latest version, enhancing overall efficiency.

Upgrade your QuickBooks desktop subscription

Upgrading to the latest version of QuickBooks Desktop Pro Plus allows you to fully benefit from the newest tools and security enhancements when new features or updates are released. Understanding the upgrade process can help avoid interruptions and make the transition seamless.

Upgrade notification and process

QuickBooks Desktop Pro Plus notifies users when a new version is available, and you can upgrade directly from the software. The process is user-friendly, with on-screen prompts guiding you through each step. However, before upgrading, it is vital to back up your company files to prevent any potential data loss during the upgrade process.

Bring back all one-time messages

After upgrading, you might notice previously dismissed one-time notifications reappearing. These messages are designed to provide important reminders about features or updates, so it’s beneficial to review them. Bringing back these messages allows you to stay informed about changes and enhancements in the new version.

Use the discovery hub to upgrade

The Discovery Hub within QuickBooks Desktop Pro Plus is an excellent resource for users who want to understand the benefits of upgrading. It offers an overview of new features, compatibility improvements, and security updates available in the latest version. From the hub, users can easily initiate the upgrade and get access to detailed instructions on optimizing their software.

Also Read: Quickbooks Desktop Discontinued: Everything You Need to Know!!!

What to Do If the Upgrade Tool Can’t Find Your QuickBooks Desktop Purchase

Occasionally, the upgrade tool may not locate your original purchase information. This can happen if there was a delay in registering your product, or if you’re using a different machine from the one where you made the original purchase. Here are some solutions to resolve this issue:

Enter license information manually

In the case that QuickBooks cannot automatically find your purchase, manually entering your license information should resolve the issue. You can find your license number in your purchase confirmation email or product packaging.

Locate the purchase confirmation email

If you purchased QuickBooks Desktop Pro Plus online, your purchase confirmation email will contain both your license key and product code. Make sure to check your inbox and search for the email using terms like “QuickBooks” or “Intuit.” This information is crucial for completing the upgrade.

Use customer account maintenance portal (CAMP)

The Customer Account Maintenance Portal (CAMP) is another way to retrieve your product information. By logging into your Intuit account, you can easily locate your purchase history, license details, and any updates available for your version of QuickBooks.

Use QuickBooks desktop manager

QuickBooks Desktop Manager is a tool that helps manage your QuickBooks installations, licenses, and upgrades all in one place. If you have multiple licenses or products associated with your account, this manager can help you organize and streamline the upgrade process.

Upgrading QuickBooks Within the Rightworks Hosting Environment

Upgrading is slightly different for businesses that use QuickBooks Desktop Pro Plus within the Rightworks hosting environment. Both admins and users must follow specific protocols to ensure a smooth transition.

For Rightworks account owners and admins

Account owners or admins are responsible for managing upgrades across their entire team. Before upgrading, ensure that all users are logged out of QuickBooks and that all company files are backed up. Admins should initiate the download of the latest version and follow the installation prompts.

Installation steps for standard users

Standard users within the Rightworks hosting environment will need to follow the instructions provided by their admin for upgrading QuickBooks Desktop Pro Plus. This usually involves logging into the hosting environment, downloading the new version, and running the installation. If users encounter issues, they should contact their admin for assistance.

Contacting Rightworks helpdesk for assistance

If problems arise during or after the upgrade, the Rightworks Helpdesk offers specialized support for QuickBooks installations. Whether it’s troubleshooting errors or fixing configuration issues, the helpdesk can assist in resolving any complications that occur during the process.

Also Read: Quickbooks Sales Order Integration: Fixing Missing Sales Order

Troubleshooting Common Upgrade Issues

While upgrading QuickBooks Desktop Pro Plus is typically a smooth process, you may encounter occasional issues. Knowing how to address these problems quickly can prevent major disruptions.

Resolving license information issues

Double-check that your license and product codes are entered correctly if you encounter license information errors. You can also retrieve this information from CAMPs or the purchase confirmation email. Re-entering accurate details should resolve the problem.

Checking internet speed and company file(s) size

Slow internet speeds can affect the upgrade process, especially if you’re working with large company files. To ensure a stable internet connection, consider archiving or compressing large files before upgrading. QuickBooks recommends that your company files be under 1 GB for the most efficient performance.

Re-adding the QuickBooks app

In some cases, uninstalling and reinstalling QuickBooks Desktop Pro Plus may resolve upgrade issues. If the software doesn’t function properly after an upgrade, this can help reset any faulty configurations or files that were not updated correctly.

Installation issues in other hosting environments

If you use QuickBooks in a hosting environment other than Rightworks, make sure the hosting provider supports the latest version of QuickBooks Desktop Pro Plus. Contact your hosting provider’s support team to ensure compatibility and resolve any installation errors.

Common Issues Post-Upgrade

Once you’ve successfully upgraded to QuickBooks Desktop Pro Plus, there are a few common post-upgrade issues to watch out for. These problems can usually be resolved with simple troubleshooting steps.

Missing company files

If company files seem to be missing after upgrading, check the backup location to ensure they were transferred correctly. If needed, restore your files from the backup created before the upgrade. Ensuring regular backups can help avoid this issue in the future.

Performance issues

Sometimes performance can slow down after an upgrade due to increased system requirements or old hardware. Running a performance check on your system and ensuring that it meets the latest specifications for QuickBooks Desktop Pro Plus can help improve speed and efficiency.

Compatibility problems with integrated apps

Some integrated third-party apps may not work seamlessly with the latest QuickBooks update. Be sure to check for updates or new versions of those apps after upgrading QuickBooks Desktop Pro Plus to avoid compatibility issues.

Data file corruption

Though rare, data file corruption can occur during the upgrade. If this happens, QuickBooks offers a built-in file repair tool, or you can restore the files from your backup.

Benefits of Upgrading to QuickBooks Desktop Pro Plus

Upgrading QuickBooks Desktop Pro Plus isn’t just about staying current—it’s about maximizing productivity and security for your business. Here are some of the key benefits of making the upgrade.

Access to new tools and integrations

QuickBooks introduces new features and integrations with each upgrade that significantly enhance its functionality. The latest version includes advanced reporting capabilities, better multi-user management, and seamless integration with payment processing systems. These upgrades simplify workflows, reduce manual effort, and enable you to make data-driven decisions faster.

One of the standout features of upgrading to QuickBooks Desktop Pro Plus is the seamless integration with WizCommerce, a powerful eCommerce solution designed to streamline your business operations. 

WizCommerce integrates effortlessly with existing systems like ERPs, CRMs, inventory software, and websites, allowing your sales teams to manage all their data from a single platform. This centralization enhances workflow efficiency, reducing the need to toggle between multiple systems.

Improved user experience

QuickBooks Desktop Pro Plus continues to focus on enhancing the user experience with every update. The latest version offers a more intuitive and user-friendly interface, making it easier for seasoned professionals and new users to navigate the system. 

You can expect faster processing speeds, improved customization options for reports and invoices, and more efficient workflows, enabling you to complete tasks in a fraction of the time it used to take.

The improved multi-user functionality also ensures smoother collaboration among team members, with fewer interruptions and conflicts.

Enhanced data protection

Security remains a top concern for businesses, especially regarding sensitive financial information. Upgrading to QuickBooks Desktop Pro Plus ensures you have the most up-to-date security features to protect against cyber threats and data breaches. 

The latest version includes enhanced encryption protocols, automatic backups, and two-factor authentication, providing a solid defense for your business’s financial data. You’ll also have access to 24/7 customer support, ensuring that any issues related to data security or system performance are resolved promptly.

Advanced reporting and analytics

Upgrading to QuickBooks Desktop Pro Plus provides access to advanced reporting and analytics tools that offer deeper insights into your business performance. The latest version features customizable dashboards and enhanced reporting capabilities that allow you to visualize key metrics and trends at a glance. 

This helps you make informed decisions based on real-time data rather than relying on outdated information. You can generate detailed reports for sales, expenses, and profits, empowering you to identify areas for improvement and capitalize on growth opportunities.

Automation of routine tasks

The new version introduces automation features that can significantly reduce the time spent on repetitive tasks. For instance, you can automate invoice generation, payment reminders, and recurring billing, which not only saves time but also improves cash flow management. By minimizing manual intervention, you can focus more on strategic initiatives and less on routine bookkeeping tasks.

Mobile accessibility

With the latest upgrade, QuickBooks Desktop Pro Plus offers improved mobile accessibility options. You can access your financial data from anywhere, allowing you to manage your business on the go. 

This flexibility is essential for modern businesses, enabling you to stay connected to your operations in the office or remotely. The mobile app provides essential features such as invoicing, expense tracking, and reporting, ensuring you can always access the information you need.

Support for industry-specific solutions

QuickBooks Desktop Pro Plus includes support for various industry-specific solutions tailored to meet the unique needs of businesses in sectors like retail, manufacturing, and construction. 

These specialized features can help streamline operations, from job costing and project tracking to inventory management and sales analysis. Upgrading ensures you can leverage these tailored solutions to enhance productivity and better serve your customers.

Cost-effectiveness

Finally, while upgrading to QuickBooks Desktop Pro Plus does come with an investment, it can be a cost-effective solution in the long run. By utilizing new features that enhance productivity and efficiency, businesses can reduce operational costs and save time. Furthermore, improved reporting and analytics can lead to better financial decision-making, ultimately contributing to increased profitability.

By upgrading to QuickBooks Desktop Pro Plus, you’re not only investing in the best tools for managing your business but also gaining valuable peace of mind when it comes to the safety and efficiency of your operations.

Conclusion

Upgrading to QuickBooks Desktop Pro Plus is crucial for maintaining your business’s financial health and ensuring you have access to the best tools available. Whether you’re seeking enhanced features, better performance, or improved security, the upgrade offers tangible benefits that improve overall efficiency. 

Don’t delay—take advantage of QuickBooks Desktop Pro Plus’s benefits and ensure your business stays on the path to success. For additional support during the upgrade process, contact QuickBooks’ customer service for the help you need.

Discover how WizCommerce integrates with QuickBooks to enhance efficiency and improve its performance. Moreover, the potential benefits of integrating WizCommerce with accounting software like QuickBooks are as follows:

• It automatically syncs sales, orders, and inventory information with Wizcommerce and QuickBooks and eliminates manual data entry.
• The integration gives real-time financial data visibility irrespective of location and improves accounting and reporting. 
• It allows businesses to manage multiple sales channels, orders, and inventory from one platform and simplifies complex tasks. 
• Automates the repetitive tasks and allows you to focus on business growth. 

 To learn more about WizCommerce integration with QuickBooks, Book a demo or read the complete integration guide.