Our software products ONLY work with QuickBooks DESKTOP. NOT COMPATIBLE WITH QUICKBOOKS ONLINE.
September 16, 2019
Intuit has released QuickBooks Pro/Premier 2020 and Enterprise 20.0 today.
We are releasing our INITIAL compatibility updates for existing customers as well as new customers and trial users today as well.
NOTE: If you are an existing QuickBooks user, I do NOT recommend that you upgrade right away - as usual, I highly advise 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 AND it allows Intuit to correct any problems with their software via maintenance releases!
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 2017 will "sunset or be retired" probably May 30, 2020 - please contact us for a price quote. It's quite likely that we can provide you with additional discounts that Intuit themselves will not provide.
I guess we should explain why we release compatibility updates.
Each year when Intuit releases a new version of QuickBooks, we run it through 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 compatibility update.
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 2020 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" display 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" display a "permissions" window, if so, choose the "Login automatically" option, choose a user with sufficient permissions. And you should be all set.
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 program 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 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 access information. Click the Continue and then the Done button. You are back in business.
However, you will need to grant permissions as outlined above.
We have ONLY tested our software with a BETA version of QuickBooks 2020 this year. Final release versions of QuickBooks 2020 have NOT yet been made available to us. Once we have access to the SAME version that you will purchase we will continue our testing.
Our initial testing with the BETA version has resulted in our software working as it always has - even though QuickBooks has new features and functionality.
Please note our office will be closed from September 17 through September 27, 2019. We are taking a well deserved vacation.
While we will NOT be available to speak with you on the phone, you can certainly contact us via email while we are away.
Ben & Nancy