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QuickBooks 2012 – Best Practices & Tips for Installing an Upgrade

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Best practices and tips for installing a QuickBooks 2012 upgrade on a computer that already has an existing version of QuickBooks in place.

QuickBooks tipsRemember, QuickBooks MUST be installed using a Standard User Account when you are running Windows Vista or Windows 7 AND you use QuickBooks integrated 3rd party programs – see Windows, QuickBooks & 3rd Party Apps – The Struggle Within.

If you have Intuit do the upgrade, DO NOT let the Intuit rep install the new version from within your computer’s Administrator account and DO NOT let them choose the “upgrade” option when they do the installation.  Also, make sure that your computer IT person is aware of the requirements and best practices – many do not.

Make sure that you watch and understand what is being done to your computer – don’t let others simply do “whatever”

Installing/upgrading QuickBooks is a fairly straightforward task, but that doesn’t mean that there aren’t some things that can trip you up along the way.  Below are some “best practice tips”, based on technical support calls from our customers, that will help you to ensure a smooth installation/upgrade:

PLAN AHEAD and make sure that everything is in order – DO NOT install the new version of QuickBooks 2012 on the day that you need to run payroll, do billing, or perform any intensive task that requires access to your computer/company data file.

  1. Perform some basic file maintenance in your current QuickBooks version – backup your file, rebuild the data, check the current file size and number of database file fragments.
  2. If you use 3rd party integrated applications, make sure that you contact the software developer (if they haven’t already contacted you) about compatibility with and update procedures for working with QuickBooks 2012 – Gold and Silver Developers {those who have applications listed on the Intuit Marketplace} did not have access to a final release copy of QuickBooks 2012 until 9/12/2012; for other developers – well they might have access to the new version today.
  3. Start with the computer that houses your QuickBooks data file – paying close attention to the following screens.
  4. On the “Choose Installation Type” window select the “Custom and Network Option
  5. On the “Custom and Network Options” window, select whatever the current settings are on your computer
  6. On the Upgrade or Change Installation Location window, choose the Change the install location option.  This installs QuickBooks 2012 in a new folder and when the installation is complete you will have BOTH your current {old} QuickBooks version and the new QuickBooks 2012 version installed on the computer.
  7. When the installation is complete, you’ll be prompted to reboot your computer.  After the reboot, start QuickBooks 2012 and open your company file.
  8. Rebuild your data file, check your file size and number of database file fragments.
  9. Install the new version of QuickBooks on each of your other computers; repeating Steps 4, 5, 6, and 7.

Once the new version of QuickBooks is installed and running properly on all of your computers, remove the old version by going to your Control Panel -> choosing Add/Remove Programs {Windows XP} OR Programs & Features {Windows Vista & 7}, find the old version in the list of programs and choose Uninstall or Remove.

We hope that you’ve found these best practices and tips for installing a QuickBooks upgrade to be helpful.  If so please take a moment to leave a comment or share it on your favorite social network.

6 Responses to QuickBooks 2012 – Best Practices & Tips for Installing an Upgrade

    About Your Host:

    Nancy Smyth, Certified QuickBooks ProAdvisor

    Nancy Smyth, Sunburst Software Solutions, Inc.
    QuickBooks Construction & Payroll Expert

    I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.

    QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.

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