Please note that the kind of "BACKUP" that this KB article is referring to is the kind made from within the program, using the "Backup" command in the program's "File " Menu. If you know for certain that you already have a backup made from your older program, then continue to step 2. Make an Invoices "BACKUP" of your current file in your older program before starting your upgrade.The recommended method to move your data is as follows: However, if you do not fully copy and transfer all the file necessary (Invoices, Customers AND Products) that make up your saved data, you will risk losing data as you attempt to upgrade. If you upgraded from an older version of our invoicing software to our current Invoices & Estimates program, you can import your data from your older program to use in the newer one. Solution home MyInvoices & Estimates Current How do I upgrade my invoice information from an older program version to a newer program version? (KB012034)
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