As explained here Jenzabar EX and QX are not 2 versions of the same software, they are 2 different pieces of software owned by the same company. Moving from QX version 9 to EX version 5 is like moving from Windows 7 to Mac OSX. You can do a lot of the same types of things and some of it will be familiar, but there will be some fundamental differences. It will be helpful as we go through the process to consider this a 'conversion' not an 'upgrade'.