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4/13/2017  
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QuickBooks Desktop 2017 Compatibility

QuickBooks Desktop 2017It's that time of year again - Intuit has just released the newest versions of QuickBooks - Enterprise 17.0, Premier 2017, and Pro 2017.  For the second year in a row this was done pretty quietly as Intuit is very focused on QuickBooks Online.

We are ready and this is what it means to you.

NOTE:  If  you are an existing QuickBooks user, I do NOT recommend that you upgrade right away - as usual, I recommed that you wait until AFTER you have done your W-2's and final year end payroll functions, there are often problems and it is because no one can test year end functions until year end!

Thinking of switching to QuickBooks or upgrading from an older version?

If you are thinking of switching to QuickBooks from either another software program, are currently doing your books manually, or need to upgrade because QuickBooks 2014 will "sunset or be retired" by May 30, 2018 then you can purchase QuickBooks 2017 via this link on our website right now.  And you might want to request a price quote (111 KB) to see if I can get you a better deal.

Obtaining compatibility updates:

I guess we should explain why we release compatibility updates.

Each year when Intuit releases a new version of QuickBooks, we run it through thorough testing to make sure that our software works the way it always has - so that YOU don't get a rude surprise!  Once we know everything works correctly and/or we make some adjustments to our software due to some new feature that is introduced - THEN - we release the update. 

New Customers and Trial Users:

If you requested a trial or purchased the software since 9/19/2016 QuickBooks 2017 compatibility is built right into your trial.

IF you are an existing customer:

If you are an existing customer and you've download any of our software programs since 9/19/2016, then you have compatibility for 2017 built right in BUT you will need to follow Step 3 (for the correct program) AFTER you install any of the QuickBooks 2017 products.

How to obtain the update for Certified Payroll Solution & Construction Application for Payment Solution:

Step 1: Make a backup of your CPS or CAPS data!  Do not skip this step.  From the Backup & Restore menu --> chose Enhanced Backup --> click Backup.  (If you haven't set the program up to automatically backup -- you should do so NOW!)

Step 2:  From the Help menu within the program --> go to the Help menu --> choose About --> click the big "Login" button. Download and install the most current version.   This will need to be done on each computer that the software is installed on.

Step 3:  AFTER you have installed QuickBooks and the compatibility update for our software, the FIRST time you connect to QuickBooks you will need to do the following:

a).  Log into your QuickBooks file as the QuickBooks Administrator in SINGLE user mode.

b).  For CAPS.   Start the program.  Go to the System Setup menu --> choose Data Locations.  Delete the information in the 2nd box from the top and then click the Test QuickBooks Connection button.  QuickBooks "may" dispaly a "permissions" window, if so, choose the "Login automatically" option, choose a user with sufficient permissions.  And you should be all set.

c)  For CPS.  Start the program.  Go the the System Setup menu --> choose System Preferences --> click on the Data Locations tab.  Delete the information in the 2nd box from the top and then click the Test QuickBooks Connection button.  QuickBooks "may" dispaly a "permissions" window, if so, choose the "Login automatically" option, choose a user with sufficient permissions.  And you should be all set.

How to obtain the update for Crew Overtime Entry:

Step 1: Backup your Crew Overtime Entry data.  Do not skip this step.  Click the Overtime Setup button --> click the Backup icon --> click Backup.  (If you haven't set the program up to backup -- you should do so NOW!)

Step 2:  Log into your QuickBooks file as the QuickBooks Administrator in SINGLE user mode.

Step 4:  Start COES --> click the Overtime Setup button --> click the Licensing option in the left menu --> click on the link in the middle of this window where is says "Click here to download a new installation/updated program" --> follow the instructions on the pop up window --> a web page will display -->  Keep the web page open but minimized - go to Control Panel -> Programs & Features and uninstall the current COES program.  When the progam has finished it's uninstall routine, maximize the web page --> click the Download Current COES Setup/Installation button --> choose to Save or Run the file --> follow the prompts --> enter the Administrator password for this computer --> click the finish button.  Your software has just been updated!

Step 5:  Click the Overtime Setup button --> click the QuickBooks setup option (left menu, last item) --> clear/delete the QuickBooks file location field/box --> click the Acquire date from QuickBooks for Setup & Preferences.   Click Ok.  If QuickBooks QuickBooks displays an Application Certificate window, we recommend that you select the LAST option "Yes, always; allow access even if QuickBooks is not running" and to select a "User" with sufficient permission to acess information.  Click the Continue and then the Done button.  You are back in business.


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