This article highlight instructions for updating the system or creating backups on a Server or main PC workstation(s). If applicable, any virus protection software should be disabled prior to initializing the update. Please ensure all users remain logged out of the application during the update process.
If the application resides on a server, it must be updated first. Once the server is successfully updated, update the application on the PC workstations by launching the application and following the on screen instructions. Note that once the server has been updated, all workstations will need to be updated
Creating a Backup
Launch Back Office and navigate to Utilities
Select Backup Database
If prompted: “Today’s backup is found. Do you want to backup database again?” select Yes
Select the desired Backup file location to be saved, select Create Backup
If preferable, our support team can perform the update: please contact us to select this option at 888-661-6600 and select Option 1.
Navigate to Help > System Update
After the update has successfully downloaded, the Install Wizard will launch
Follow the prompts until the installation is complete, leaving all selections at their defaults. QBOE Connector and QBFC Installer are included to support the integration to QuickBooks®.