Free upgrade to 2010

This is wishful thinking on your clients part. .

Check http://www.quickbooks.com

QuickBooks has not made an official announcement of QuickBooks 2010 release date or pricing .

Where did your client get his information (rumor) from?

Mike Block, who self promotes very heavily in his blog, is one of the people who have said this. It is based on the concept of the 2010 product coming out in September or thereabouts, and QuickBooks offering a free upgrade to 2010 shortly before it comes out, to purchasers of 2009. Mr. Block also makes some dubious recommendations about selling your unregistered 2009 product.

Intuit has made this kind of offer in the past. The problem is, right now we don't have a target release date for the 2010 product. So you are taking your chances if you do it before Intuit announces this kind of thing (assuming they do, which is reasonable). If you buy 2009 now there is no guarantee that you'll be able to upgrade to 2010 for free.

I'd wait until Intuit announces this kind of program. I'd also wait to implement the 2010 product, as the first release of a new year's product always seems to have problems. You need to wait until the third or so revision, very often.

WE ARE IN THE MIGRATION PERIOD FOR QB2010 NOW. This means if you buy QB2009 now, you can get QB2010 for free when it's released (download) or for $15.95 (media) simply by calling Intuit after the announcement. That means it'll be released no later than October 15th.
 

To CCRussell:

Your have long been a very hard-working QuickBooks expert. You could have easily confirmed that the release date for the last three QuickBooks versions was between September 18 and 25, as stated in my initial Free QuickBooks 2010 QuickBooks-blog post. It then would have been more than reasonable for you to include that information in your post, while properly saying there was no certain release date, AS I DID.

When you wrote, as a QuickBooks expert, you should have thought it likely we would have a QuickBooks 2010 release around these dates. However, your post does not reflect this. I also most respectfully submit that you should copy someone on unkind personal posts, or refrain from making them. This seems especially appropriate when I was scheduled as (or in the process of acting as) the QuickBooks "Ask the Expert" on QuickBooks Errors and Speeding Up QuickBooks Performance.

Intuit's CEO long ago got my written agreement to let Intuit always quickly correct or respond to anything on my websites. I often reminded them of this. It would be an honor to have you correct me, as anyone can add Comments to my blog. I gladly respond to such comments and quickly correct my posts as appropriate.

I am on record as saying that QuickBooks 2010 is a mandatory upgrade, because it is so much better and faster. I even wrote that malpractice may soon apply if CPAs do not document use of the QuickBooks 2010 Client Data Review.

I will soon update my post about selling QuickBooks 2009, after getting a free QuickBooks 2010. However, we both should know that Intuit often allows software transfers and that it is up to each of us whether we sell software no longer used. The QuickBooks Software License Agreement requires the return of software, but I know operators often told users to simply throw it away. Of course, this does not prevent copying.I never resell software because of long-term use and because some software license agreements do not allow it. I also do not sell old software, because no one should waste time with it by the time we drop it. To me, users of old QuickBooks versions are QuickBooks masochists. These QuickBooks masochists do much more long term damage than sexual masochists. We only deal with them if we can cure them with upgrades.

I have long been a CPA specializing in finding and exploiting loopholes. This made it easy for me to do so with elections laws and the QuickBooks Software License Agreement. I often wrote top Intuit execs about how to tighten the Agreement, but Intuit should not expect me to be silent about the rights of QuickBooks users under it or otherwise (including their right to a refund). In fact, Intuit CEO Brad Smith often wrote that there was no need for Intuit clear my posts in advance, as he trusted my judgment.

We now have an official release date of September 28. That means my first post, about a Free QuickBooks 2010, could not have been more accurate as to its timing (relative to the 60 day refund period). HOWEVER, my posts on this are probably the reason that Intuit will ONLY issue refunds for purchases made BEFORE the August 28 QB2010 release date.

If you bought before Septermber 28 DO NOT waste time calling Intuit at 877-683-3280. Also DO NOT waste time calling 888-246-8848 for Migration Policy details. Some do not know what you are talking about or try to sell QB2010 Pro for $199.95. Simply send your request for the exchange and the original receipt (keep copies), BUT  NOT THE 2009 SOFTWARE, to: Intuit, Att: Order control, Box 2946, Phoenix, AZ 85026.