Our software products ONLY work with QuickBooks DESKTOP. NOT COMPATIBLE WITH QUICKBOOKS ONLINE.
Well it's that time of year again......
Intuit has released the QuickBooks 2016 line of products (Pro, Premier and Enterprise), however, this year it was done very quietly and without their usual big announcements and marketing push as in prior years.
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 usually problems and it is because no one can test year end functions until year end!
If you have downloaded the software September 23rd or later - compatibility is built right in and you do NOT need to do anything.
If you downloaded an update since September 23rd, you have the compatibility - BUT you will need to follow Step 2 (for the correct program) AFTER you install any of the QuickBooks 2016 products.
Step 1: 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 2: 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.
Step 1: Log into your QuickBooks file as the QuickBooks Administrator in SINGLE user mode.
Step 2: 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 3: 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.