How to Upgrade QuickBooks Desktop 2023 to 2024

Upgrading your QuickBooks Desktop software ensures you have access to the latest features and improvements. Intuit releases a new version of QuickBooks each year, and upgrading from QuickBooks Desktop 2023 to 2024 allows you to take advantage of the newest updates. The process is straightforward by following these steps.


Back Up Your QuickBooks Data


Before upgrading, it's crucial to back up your QuickBooks data. This safeguards all your critical company files and information. You have two options for backing up the data:


  • Local Backup: You can backup locally by going to File > Create Local Backup. Choose a location like an external hard drive and click OK.

  • Cloud Backup: Sign up for QuickBooks Online Backup through the Intuit Data Protect tab. This automatically backs up your data.


No matter which method you choose, verify the backup file is accessible and valid. Store it in a safe location in case you need to restore data or revert to 2023.


Download the QuickBooks 2024 Update


Once backed up, you can download the newest QuickBooks Desktop 2024 update:


  1. Sign into QuickBooks Desktop 2023.

  2. Go to Help > Update QuickBooks Desktop.

  3. Select Check for QuickBooks Updates.

  4. In the QuickBooks Update Service window, click Download Updates.


The latest QuickBooks 2024 update will begin downloading automatically. Time to install will vary based on your Internet connection speed.


Install the 2024 Release


After the 2024 update finishes downloading, you can proceed with installing it:


  1. Close QuickBooks 2023 completely, along with any open company files.

  2. Double-click the QuickBooks 2024 update installer file from your Downloads folder.

  3. Follow the on-screen instructions to install the newer release.


You'll see status bar progress tracking the update installation. When finished, QuickBooks Desktop 2024 will launch automatically.


Verify QuickBooks Data


Once in the new 2024 software, carefully check that your company file data successfully carried over:


  • Navigate to key lists like Customers, Vendors, and Items to confirm information is intact.

  • Spot check recent transactions from reports like Income or Accounts Payable.

  • Look for anomalies by verifying account balances or graphs.


If any data errors arise, don't panic. Restore from your backup and contact Intuit QuickBooks Support to troubleshoot potential installation issues.


Enable New Features in QuickBooks 2024


After confirming your data migration completed fully, take time to discover new capabilities in QuickBooks Desktop 2024:


  • Improved receipt management with SmartScan

  • Enhanced search across transactions, contacts, and forms

  • Better inventory tracking with serial/lot number options

  • Increased flexibility in custom fields and user permissions

  • More integrations with apps via the QuickBooks App Store


Experiment with new features unique to the 2024 release that benefit your business workflows. Refer to the platform's Learning Center or user forums for tips getting started.


Update Other Integrated Software


Upgrading QuickBooks itself is an important first step. Also update additional integrated software for full compatibility:


  • Microsoft Office - Install the latest Office 2024 updates

  • Adobe Acrobat - Upgrade to Acrobat DC latest version

  • Browsers - Update browsers like Chrome, Edge, Firefox

  • Anti-virus software - Confirm virus definitions are current


Visit each software vendor’s site to download or run updates. Refreshing all integrated platforms is key for smooth performance alongside upgraded QuickBooks Desktop 2024.


Congratulations, you have now successfully upgraded from QuickBooks Desktop 2023 to 2024! Following these steps allows you to leverage the most up-to-date features, better efficiency, and improved stability in your accounting software system. Be sure to consistently back up your data and stay current with yearly QuickBooks updates. Contact Intuit QuickBooks Support experts any time you need assistance with your accounting software system installation, update, configuration, or troubleshooting processes.

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