Are you willing to upgrade QuickBooks 2015 to 2017 version? 

If your answer is “yes” then you are at the right place. In this blog, we will guide you how to upgrade your older QB version with the latest version of 2017. However, this information is beneficial for all QuickBooks editions such as Pro, Premier, Enterprise, Accountant, Mac, POS and so on. With the help of this upgraded software, users can easily deal with the most complicated tasks and also resolve your technical issues quicker than earlier. It will give you a golden chance to boost your business productivity to a great extent. So stay connected with this write-up to figure out all the important facts and figures related to this new QB version.

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Why do you need to upgrade your QuickBooks 2015 to 2017 version?

There is no doubt to say that QuickBooks always comes to light with the new innovative features and enhancements. Likewise, QuickBooks 2017 version is one of them which was launched to grow the efficiency of accounting-based small and mid-sized businesses. This is well-furnished with new highlights and there has been a lot of improvements done in comparison to the older versions of the program.  So without any ado, let’s discuss more about this new 2017 QB version.

Are you ready to dive into the ocean of QuickBooks features program? 

QuickBooks 2017 version brings out to simplify the accounting along with several new features and modifications. So let’s move forward. 

  • Scheduled Reports- This new feature allows you to automate the mails to your accountants and others. Here you have a number of options to choose reports, recipients and the time of email delivery. In a nutshell, the scheduled report will be sent on the allotted time even if QuickBooks is closed. 
  • Payable Amount Search- If you do not remember the exact payable amount then there is nothing to worry about. With the help of this feature, you can look for a range with an upper and a lower limit in the reports especially for the easier search. From now on, this feature is available for all the new impending versions of QuickBooks. 
  • Smart Search- This feature provides us more ease and high-speed to the search bar and it is included in all the versions of QuickBooks 2017. The intended search word in QuickBooks predicts the rest of the term to find the accounts, items etc. 
  • Vendor and Customer Type Filter- Interestingly, all the versions of QuickBooks 2017 will flaunt better filters for the customers or vendors center list display. With this modified filter option, Type for them option can be selected more efficiently particularly for sorting. 
  • Visual Reminder to Record Make Deposits- If you are facing trouble to recall the things for a long time then QuickBooks will do it for you as of now. It will assist you to reminisce about the funds that have been received from the client/agent but not deposited to the bank account. So these reminders will appear as a batch on ‘Record Deposits’ icon and existing workability of deposits features will remain the same. 
  • Cleared Status of Credit Card- In this feature, users can get the better reconciliation of the credit card statements. The new version of QuickBooks offers an easy-to-view status of credit card charge. 
  • Feature Tour- Like other applications, QuickBooks will also assure you with the help of all the new changes in the upgraded software. 

System Requirements for Upgrade QuickBooks 2015 to 2017

Here we will discuss all the system requirements that are needed to get the smooth access of QuickBooks.

Microsoft Office-

  • MS Office 2016, both on 32 and 64-bit (including outlook 2016)
  • MS Office 2010, both on 32 and 64-bit (including outlook 2010)
  • MS Office 2013, both on 32 and 64-bit (including outlook 2013)
  • MS Office 365 (N.B: M.S. Office 365 the web version is not supported, only the locally installed version is supported)
  • MS Word 2010, 2013, 2016 or Office 365 is needed for preparing letters.
  • Outlook 2010- 2016 is required for contact Synchronization with M.S. Outlook. 
  • MS Excel 2010, 2013, 2016, or Office 365 is essential for exporting reports. 
  • Adobe Acrobat Reader- Payroll, Business Planner and viewing forms require Adobe Acrobat Reader 5.0 (a higher version is recommended).
  • Turbo Tax 2015 and 2014 (for personal and Business)
  • QuickBooks for Mac 2016
  • E-Mails
  • Gmail
  • Yahoo Mail

Hardware Requirements

  • Minimum RAM- 4 GB and Recommended RAM- 8 GB
  • Minimum Processor- 4 GHz
  • Server RAM  Requirements:
    • 0- 5  Users:   8 GB RAM
    • 10+ Users:  12 GB RAM
    • 15+ Users:  16 GB RAM
    • 20+ Users:  20+ GB RAM
  • Windows
  • S Version
  • Natively Installed
  • Administrator rights are necessary for the server computer.
  • Supports regional Settings.
  • Set to United States English.
  • Keyboard setting to U.S. only.
  • Disk Space Requirements
    • Disk Space- 2.5 GB
    • 60 MB for Microsoft as additional software.

Operating System (OS)

  • Windows 7 SP1, including 64 bit. (all editions, natively installed)
  • Windows 8.1 (Update 1) including 64 bit (all editions,  natively installed)
  • Windows 10, including 64 bit. (all editions, natively installed)
  • Windows Server 2011 R2
  • Windows Server 2012 R2

These are some technical requirements that help using QuickBooks 2017 in a smoother way. 

QuickBooks 2017 version is tested with the following firewall and antivirus products:

  • Avast
  • AVG
  • ESET
  • Avira
  • Kaspersky
  • Malwarebytes
  • Symantec
  • Bitdefender
  • S Security Essentials
  • McAfee
  • Windows 7 Firewall
  • Windows 8.1 Firewall
  • Windows Server Firewall

Some easy steps for QuickBooks 2015 to 2017 Upgrade

In order to upgrade QuickBooks into the most recent version, follow these below steps one by one:

Total Time: 15 minutes

  1. Step One

    1. Firstly, you have to download QuickBooks 2017 version to upgrade your old version.  
    2. Once you are done with this step, install the 2017 version as well.
    3. Follow the steps appeared on the screen to complete the installation process.
    4. Now activate it if the installation has finished.
    5. Make necessary changes into the file after preparing QuickBooks for the update. 
    6. Desktop backup is required if the file is on the cloud. 
    7. As soon as you are ready to upgrade, you can refer to this backup.
    8. Once you upgrade the file, you can replace your old files with it in the same folder.
    9. It is necessary to upgrade the company file as well.

  2. Step Two

    Other major steps to update a company file:

    1. Make sure that no one else is currently using this account especially if it’s a multi-user account. 
    2. Switch to the File menu if you are doubly sure about everything.
    3. Under the File menu, click Open and Restore the company by hitting on this bar.
    4. From the drop-down menu open a company file or click Restore the backup copy. 
    5. Now hit the Next button.
    6. In the list, choose your company file and then hit the Open option. 
    7. Sign in as the Administrator to update the company data file. 
    8. Select the option Update Now that is already displaying in your account.
    9. Without any consideration, implement the steps visible on your screen to update QuickBooks 2015 to QuickBooks 2017. 
    10. If the software has successfully upgraded then press the Done button in the end.

Winding-Up!

So, if you are willing to upgrade QuickBooks 2015 to 2017 version, this is the way to do it smoothly. Trust me, it is not as complicated as some users might think and you can efficiently deal with these technical tasks just by executing the above-suggested steps. But still, if you are finding yourself alone and need some advice or help, feel free to ping a team of experts via Live Chat to get the straightaway and quick solution of your queries.

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FAQ

  1. What is the best way to transfer data from the old QuickBooks 2015 company file to the new  Intuit account?

    1. Initially, Sign in to your client’s existing account.
    2. Switch to the Gear icon.
    3. Select the data that is going to be exported.
    4. Now toggle the data you want to export on. 
    5. In the end, press the Export to Excel button.

  2. Is it needed to switch from QuickBooks Desktop to Online?

    Generally, QuickBooks Online is an excellent approach for business owners who want easy-to-use cloud-based accounting to a great extent. Through this, they can get anywhere Online access, mobile apps, and tons of integrations with other business apps

  3. Whoever is able to use QuickBooks Enterprise?

    QuickBooks Enterprise is the best choice particularly for a large business that needs inventory accounting such as Small to mid-sized retailers, wholesalers, distributors, manufacturers, and so on. It is suggested to consider QuickBooks Desktop Accountant if you are a bookkeeper or accountant who provides services to their clients.

    There are four QuickBooks Desktop products listed below:

    1. QuickBooks Pro
    2. QuickBooks Premier
    3. QuickBooks Enterprise and
    4. QuickBooks Accountant

  4. Is it possible to put QuickBooks on two computers simultaneously?

    If you have a single-user license for an edition of QuickBooks, Your license authorizes you to install the software on up to two computers at the same time provided that it is supposed to be used by one person. These sort of two installations enable you to work at your office on one system and keep it up at home on another system.

Further Reading