One consideration when upgrading your QuickBooks Desktop software is ensuring continuity with any integrated third-party business applications. Proper planning and testing can guarantee apps and add-ons you rely on remain compatible after upgrading to the latest QuickBooks version.
Follow these best practices to maintain integrations when upgrading QuickBooks:
Check Developer Compatibility Notes
Most third-party app developers maintain online compatibility matrices indicating which versions of QuickBooks their software supports. Consult the developer’s website or reach out to their support team to verify the app works with the QuickBooks version you plan to upgrade to.
Review Intuit App Center Listings
For applications listed in Intuit’s App Center marketplace, compatibility details are provided right on the app’s page. Review listings for apps you currently use to confirm the new QuickBooks version is supported. The App Center also displays user reviews that may note any integration issues.
Install Available App Updates
Before upgrading QuickBooks, install any pending updates available for your existing third-party apps. Developer updates may add compatibility with newer QuickBooks versions or fix known issues. This proactive step can prevent loss of integration.
Test Apps with Trial Version
Take advantage of free trials of the latest QuickBooks version to test compatibility with your apps prior to fully upgrading. Verify desired data flows correctly between the trial QuickBooks and third-party apps. This surface any integration problems early.
Re-authenticate App Connections
Upon upgrading to the new QuickBooks version, apps will likely need re-authentication to reconnect with the software. Typically, you simply repeat the initial OAuth grant flow to allow the app access again. Consult app documentation for exact reauthorization steps.
Enable App Access in New Version
Double check that access permissions for third-party apps are enabled within the upgraded QuickBooks version. Navigate to Integrations > Apps and confirm apps show as connected. If disconnected, re-enable and re-authorize them.
Perform Incremental Testing
Conduct integration testing in stages after upgrading to catch any issues incrementally. First test core flows like syncing contacts and invoices. Then test more complex workflows involving reporting, inventory, and other deep integrations.
Identify Root Causes of Issues
If integrations fail, systematically determine if the compatibility issue stems from the upgraded QuickBooks version or requires an app update. Check developer resources and contact both QuickBooks and app support to pinpoint the root cause.
Provide Feedback to Developers
Make sure to provide detailed feedback to developers on any integration issues encountered with the upgraded QuickBooks release. Most third-party apps rely on user feedback for quality assurance testing. Your experience helps improve compatibility.
Schedule App Re-Testing Once Updated
If an app requires an update to work with the new QuickBooks version, request a re-test deployment from the developer once they release it. Then re-verify the integration behaves as expected after updating the third-party app.
Allow Time to Adjust Workarounds
In rare cases, a permanent compatibility fix may not be available yet. Be ready to implement temporary workarounds like manual data syncs until a full solution is released. Proactively communicate timeline expectations.
Build Internal QuickBooks Expertise
Consider having one staff member become the in-house QuickBooks integration expert. They can take lead on app testing, workarounds, and coordination across third parties. This expertise helps manage integrations smoothly.
Proactively Plan Future Upgrades
Once you have upgraded successfully, put a plan in place for future QuickBooks version upgrades. Maintain a timeline for continually testing integrations against new releases. Staying proactive is key for continuity.
By following this comprehensive process explained by QBS Advisors, you can smoothly transition third-party integrations to work with your upgraded QuickBooks version. With proper planning, testing, and collaboration with developers, your essential business apps can continue providing value after upgrading.
By following this comprehensive process, you can smoothly transition third-party integrations to work with your upgraded QuickBooks version. With proper planning, testing, and collaboration with developers, your essential business apps can continue providing value after upgrading.