Tips and Tricks for Upgrading

1. Tips and Tricks for Upgrading Catie Cotcher

2. Session Overview • Getting to know your clients data file • Data file integrity and considerations • Reports • The MUSTS to check • What happens if there is a problem

3. Getting to know your clients data file • The more you know about where the data has come from or where it needs to go the better • Check Ctrl 1 • Understanding the Ctrl 1 window • What are the different upgrade paths • Where do I go from here

4. Getting to know your clients data file • Understanding the Ctrl 1 window • What are the different upgrade paths • Where do I go from here

5. Data file integrity • It is crucial to run a verify on your clients data previous to upgrading. If there is an issue in the version that they are using it will only get worse once upgrading • Things to look for: • Speed of file • Trial Balance balances • Item Lists, are these clean

6. Data file considerations • What size is my clients file? • If large, do they need all the information or can we use the Data clean up company tool • What does the Data clean up company tool do • Should I back up or create a portable company file if later than 08/09 • How many memorised reports, transactions and templates do they have

7. Reports • Check list • GST Report • Trial Balance Report • Balance Sheet • Profit and Loss • Then check, have they changed?

8. The MUSTS to check • GST Codes • Check multiple agency accounts • Are the preferences correct • These are the force behind transactional data • If they are not upgraded correctly, they simply will not work, nor can they be changed • Tax Lines must be aligned correctly • Example

12. What happens if I have a problem? • Go back and check all documentation before upgrading, is there a difference? • Data integrity after upgrading is now not verifying • Things you can try • Data services

13. Thank you