Best way to update ?


R

Rock

HI,

I have been using Qbooks since 6 now to 7.4 and I now have 2003.

Our finance years ends today and I want to start the new fiscal year
with the new program.

What is the best way for me to do this?

I want..

My past records to still be accessable
To make a few changes to my expense categories

Any ideas?

Thanks
:)
 
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A

Allan Martin

Rock said:
HI,

I have been using Qbooks since 6 now to 7.4 and I now have 2003.

Our finance years ends today and I want to start the new fiscal year
with the new program.

What is the best way for me to do this?

Just wake up tommorrow.
 
L

Leo Navoichick

Allan Martin said:
Just wake up tommorrow.
And after that you can set a password protected date, that way no
changes are made accidentally, yet you can still make them easily if
needed. Look in 'Preferences.. Accounting.. then the Company
Preferences tab.' It will be at the bottom of the window.
 
R

Rock

Leo said:
And after that you can set a password protected date, that way no
changes are made accidentally, yet you can still make them easily if
needed. Look in 'Preferences.. Accounting.. then the Company
Preferences tab.' It will be at the bottom of the window.
Thank you. In a world with a lot of gloom shoved at us, nice to get
some comedy!

I actually meant and should have gone right into it but I was in the
middle of a crashing computer and was time restricted...

Should I,

1. Install the newer version in another directory and start again..
a) bringing over only June 30 balances and company, customer,
suppliers etc info.. or
b) use the complete file with all years' info.

2. Just update over the current version.

This password you talk about, sounds like it stops one making changes in
date parameters you set.. correct? Computer is not here at the momet
to look at.

Thanks again.

:)
 
R

Ron Anderson

Back up the company, just incase then just install the upgrade. It should
install and keep everything just the way you have it.

--
Ron Anderson
A1 Sewing Machine
PO Box 60
Sand Lake, NY 12153
518-469-5133
http://www.a1sewingmachine.com
 
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R

Ray-B

Make several backups of your data files. I usually make one, then do a
"file verify", then make more backups.

Then install the new version. I usually install new versions in a separate
directory so I can still use the old version or use the new version. I name
the directory whatever the version is, such as QB2003.

QuickBooks never really closes the books on a prior year the way accounts
usually do. The file remains open. But, if you don't want to accidentally
make changes to the prior year transactions, you can "password protect" the
prior year as was suggested. That just keeps you from accidentally entering
a transaction this year but using a prior year date, or accidentally calling
up a prior year transaction and editing it. That's the closest you can get
to "closing the books" on a prior year.
 
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