Computer Name

Installing/upgrading QuickBooks is a fairly straightforward job, but that does not mean that there are not some items that can trip you up along the way.  Below are some "perfect practice tips", based on our own technical support calls from our prospects, that will assist you to ensure a smooth installation/upgrade:

1. Plan AHEAD and make positive that every thing is in order – do not install the new version of QuickBooks 2011 on the day that you require to run payroll, do billing, or perform any intensive task.
2. Make certain that you (or your IT individual) have read the Pc Requirements & Microsoft Office Compatibility facts, you do not have to have any surprises later.¹
3. If you use 3rd party integrated applications, make confident that you make contact with the software program developer (if they haven't already contacted you) about compatibility with and update procedures for working with QuickBooks 2011.
4. If you are running Window Vista or Windows 7, QuickBooks will need to be installed under a Regular User account and NOT the Administrator account.²
5. If you pick out to download the installation program from the net be aware that when you can save the Download Manager anyplace that you like – the ACTUAL program is saved on the desktop of the Computer Administrator on Windows 7 and Vista.  If you do not complete the installation right after the download has completed you will will need to log into the Administrator account, move the program to Public Downloads, THEN log in as a standard user and run the installation.
6. If you are in a multi-user environment, install QuickBooks on the server initial and then the other computers after.
7. If you already have an existing version of QuickBooks installed on your computers, Never pick out the option to "Replace the version selected below" throughout the installation method.  Constantly install the new version to it's own exceptional folder, on the server (if applicable) or on a single computer.³
8. Rebuild your QuickBooks data file Prior to you update it to the new version and then once again After you update it.  (File menu -> Utilities -> REBUILD Information).
9. Make at least two backups of your QuickBooks information file.
10. Right after you have installed QuickBooks 2011 on all of your computers and every little thing is running fine, uninstall the old version by going to your Manage Panel -> Add/Remove Programs (Windows XP) OR Programs & Features (Vista & Windows 7) -> select the old version from the list -> choose Uninstall or Remove.

_____________________________________________________

¹ Not all versions of QuickBooks 2011 are compatible with Microsoft Office 2010.

² QuickBooks and any 3rd party applications that you use, really should be installed and run under the Standard User Account in Windows 7 & Vista.  They do NOT require to be run as Administrator. Because Windows Vista was released, we have handled several support calls which resulted in an 80040408 – Could not start QuickBooks error.  In all circumstances QuickBooks and our 3rd party applications had been installed under the Administrator account. These exact same findings have held accurate because Windows 7 was released.

³ We have found that when a new version of QuickBooks is installed in the exact same folder (location) as an existing version of QuickBooks – files from the old version nonetheless exist and cause conflicts, and errors, when using our software.  The only remedy that we have located it to uninstall and then reinstall QuickBooks.

0 Comments