Before you begin, contact Quickbooks and obtain a new product number. When you upgrade, the serial number stays the same but the product number changes. Make a backup of your Quickbooks server following best practices before starting the upgrade. Note that there are multiple ways to install and/or upgrade Quickbooks, this example is just one way of doing it. You can install the full Quickbooks software on the server and you can have multiple versions of Quickbooks running on the same PC. The method descried here is just our preferred way.

Server Installation Steps

Log in to the Quickbooks server as an administrator. Download the appropriate Quickbooks version from the link that Quickbooks sent you when you requested a new product number.

From a command prompt run services.msc to open the services console. make sure everybody logs out of Quickbooks using the menu File –> Company –> Logoff then stop the Quickbooks services.

image

 

Go to add/remove programs and uninstall the prior version of Quickbooks dektop.

image

Once the prior Quickbooks version has been uninstalled, proceed with the new version installation.

image

Enter the license and product numbers provided to you by Quickbooks.

image

On the following screen, select the option to install the Quickbooks database server only.

image

You may need to restart the server during the installation.

image

After restarting, the installation will resume after you log in. Once the installation completes, open the Quickbooks database manager.

In the scan folders tab, select the folder where you have the Quickbooks file(s) and click on the scan button.

image

Once completed, it’s time to install Quickbooks on a client PC and update the Quickbooks file.

 

Client PC Installation Steps

Uninstall the current Quickbooks software from the add/remove programs console in control panel.

Copy the new Quickbooks version’s setup installer to the client PC and run as administrator. Enter your license and product numbers when prompted.

image

At the custom and network options, select the first option as shown below.

image

Allow Quickbooks to restart your PC at the end of the installation. Log in and start Quickbooks and select the industry type.

image

Locate your company file by selecting open or restore existing company. Since this is an upgrade, you should already have a drive mapped to the shared Quickbooks folder on the server.

image

Log in as admin and Quickbooks will automatically back up and upgrade your database file.

image

Once the backup and file update complete, install Quickbooks on the rest of the client PCs.

Leave a comment

Your email address will not be published.