Installing/upgrading QuickBooks is a fairly uncomplicated task, but that doesn't mean that there aren't some things that can trip you up along the way. Below are some "best institution tips", based on our own technical reserve calls from our customers, that will help you to ensure a plane installation/upgrade:
Plan Ahead and make sure that all is in order - do not install the new version of QuickBooks on the day that you need to run payroll, do billing, or accomplish any oppressive task. Make sure that you (or your It person) have read the Computer Requirements & Microsoft Office Compatibility information, you don't need any surprises later.¹ If you use QuickBooks 3rd party integrated applications, make sure that you experience the software developer (if they haven't already contacted you) about compatibility with and update procedures for working with QuickBooks 2011. If you are running Window Vista or Windows 7, QuickBooks should be installed under a standard User inventory and Not the Administrator account.² If you pick to download the QuickBooks 2011 factory program from the internet be aware that while you can save the Download employer in any place that you like - the Actual program is saved on the desktop of the Computer Administrator on Windows 7 and Vista. If you do not perfect the factory after the download has completed you will need to log into the Administrator account, move the program to communal Downloads, Then log in as a standard user and run the installation. If you are in a multi-user environment, install QuickBooks on the server first and then the other computers after. If you already have an existing version of QuickBooks installed on your computers, Never pick the choice to "Replace the version selected below" during the factory process. all the time install the new version to it's own unique folder, on the server (if applicable) or on a singular computer.³ Rebuild your QuickBooks data file Before you update it to the new version and then again After you update it. (File menu -> Utilities -> Rebuild Data). Make at least two backups of your QuickBooks data file. After you have installed QuickBooks 2011 on all of your computers and all is running fine, uninstall the old version by going to your control Panel -> Add/Remove Programs (Windows Xp) Or Programs & Features (Vista & Windows 7) -> make your mind up the old version from the list -> pick Uninstall or Remove.
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1 Not all versions of QuickBooks 2011 are compatible with Microsoft Office 2010.
2 QuickBooks and any 3rd party applications that you use, should be installed and run under the standard User Account. They do Not need to be run as Administrator. Since Windows Vista was released, we have handled numerous reserve calls which resulted in an 80040408 - Could not start QuickBooks error. In all cases QuickBooks and our 3rd party applications had been installed under the Administrator account. These same findings have held true since Windows 7 was released.
3 We have found that when a new version of QuickBooks is installed in the same briefcase (place) as an existing version of QuickBooks - files from the old version still exist and cause conflicts when using our software. The only remedy that we have found it to uninstall and then reinstall QuickBooks.
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