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Tips and Tricks for Upgrading

This overview provides crucial insights for effectively upgrading your client's data file. Learn how to understand the data's origins and destinations, ensure data integrity, and run necessary reports to identify potential issues before upgrading. We'll explore key considerations such as file size, data cleanup tools, and essential checks for GST codes, balances, and preferences. Equip yourself with the MUSTS for data integrity and troubleshooting strategies to address any problems that arise during the upgrade process.

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Tips and Tricks for Upgrading

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Presentation Transcript

  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

  9. 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

  10. Thank you

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