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The software will find the company data on the server workstation.Restart your computer then launch the Point-of-Sale software.You will follow the same procedures from Step 6, but make sure you select Client Workstation as the installation type.Leave the server workstation where you just installed V18 running, but close the POS software.
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Step 7 – Install the Upgrade to Each QuickBooks Point-of-Sale Workstation You can either use the suggested location or choose your own and click OK. You will also enter the name for your company file, which can be the same as the old one.Ī display window will pop up where you can select to save your data. Step 6 – Launch Desktop Point-of-Sale V18Īt this point, the system will detect your previous version and prompt you to convert it for use with the new version.Ĭlick Yes to copy and convert your data. If you are running multiple POS workstations, select Multiple Users then Two or More Computers and select Server.If you are a single user, select Only this Computer.Select the number of computers to be used.Select Server Workstation as the installation type.After you’ve downloaded the file, double-click the QBPOSv18.exe file to get started.You can do this by right-clicking on the firewall icon in your task tray and selecting ‘Check for Updates’Īfter this you are ready to install! Step 5 – Install QuickBooks Point-of-Sale V18 on the server
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Step 4 – Update any installed firewall software to the latest release. Some activities are restricted to this user in V18 and you want to have access to them.
The upgrade will handle all this for you.Īdditional tip: If you require passwords to login to POS, make sure you have a password assigned to the SysAdmin account. On top of this, do not uninstall your previous version of QB. This can also be crucial should anything go wrong after the upgrade. As we all know, something is bound to go wrong when technology is involved.ĭon’t let your current data file fall victim to this. This is arguably the most important step. Step 3 – Backup your current POS company data file. Work to troubleshoot problems and consult Intuit resources before continuing your upgrade. If any errors are found, do not proceed with the install. If this completes normally with no errors, proceed to the next step. Run the Verify utility from the POS Help menu.From your Help menu, launch QBPOS Debug mode.You will also want to verify your QuickBooks Point-of-Sale files. Resolve any issues where data has not exchanged properly prior to updating. Here you will want to review the exchange history and ensure that all transactions have properly updated between systems. Step 2 – Settle any pending credit/debit card transactions and any data exchanges with other stores. See requirements below straight out of the QB User Guide: Step 1 – Ensure your system meets the requirements of V18. Upgrading from an older version is easier than you think, and for your convenience we’ve compiled the step-by-step guide below. Are you looking to make use of the newest features in QuickBooks Point-of-Sale V18?