QuickBooks Desktop users can upgrade to the latest 2024 version to take advantage of new features and improvements. Here is a guide on upgrading existing QuickBooks Desktop to QuickBooks Desktop 2024.

Upgrading provides access to the most up-to-date tools, fixes, and enhancements Intuit has added to QuickBooks Desktop. However, careful planning is required for a smooth transition to 2024.

Overview of QuickBooks Desktop 2024

Key new capabilities and benefits of Upgrade to QuickBooks 2024 include:

• Improved bank reconciliation with clarity on matches
• More flexible bulk payment processing
• Enhanced search with custom date range filtering
• Automatic transfer of transaction attachments
• Increased scalability for larger datasets
• Under-the-hood speed and performance optimizations
• Ongoing bug fixes and security patches
• Latest features across Sales, Inventory, Payroll, Reporting, and more

Steps to Upgrade QuickBooks Desktop

Upgrading the existing QuickBooks Desktop follows these key steps:

• Prepare current file – Clean up any data issues and run a file doctor. Back up the file.
• Check compatibility – Confirm your version can directly upgrade to 2024. May require interim upgrades first.
• Purchase upgrade – Buy a 2024 upgrade license for each previous license.
• Download installer – Get the QuickBooks Desktop 2024 installer from Intuit.
• Run installation – Double-click to install 2024. Keep existing company files selected.
• Verify upgrade – Launch 2024 and open the company file. Check migrated data and settings.
• Update integrations – Reconnect third-party apps and software to the new version.

Best Practices for Upgrading

Follow these best practices when upgrading to QuickBooks Desktop 2024:

• Review system requirements and upgrade hardware if needed.
• Backup your company file and verify it opens properly first.
• Upgrade a copy of your file first for testing.
• Time upgrade near start of fiscal period for clean cutover.
• Run a trial in new version before switching over completely.
• Update transactions before upgrading.
• Notify users of upgrade plan and timing.

Planning ahead helps ensure a smooth transition to 2024.

Post-Upgrade Checklist

After upgrading, complete this checklist:

• Configure preferences and settings in new version.
• Re-add users and set permissions.
• Verify integrated apps and tools are still connected.
• Migrate and optimize company file on new version.
• Import custom templates, reports and financial statements.
• Train users on new features and workflow changes.
• Retest workflows end-to-end before closing books.

Get Support Upgrading QuickBooks

If needed, leverage Intuit’s professional upgrade support:

• Review detailed upgrade guidance materials and videos
• Connect with the QuickBooks support team by phone or online
• Hire Intuit-certified QuickBooks advisor to assist

With proper planning and support, you can smoothly transition your QuickBooks Desktop data, users, and workflows to 2024.

Conclusion

Upgrading the existing QuickBooks Desktop to QuickBooks Desktop 2024 unlocks the latest tools and improvements. Carefully prepare your current file, purchase 2024 licenses, run the new installer, verify data, reconnect apps, and optimize workflows. With planning and Intuit’s upgrade support, you can successfully upgrade QuickBooks Desktop to 2024.