Tips and Tricks for UpgradingCatie Cotcher

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

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

Getting to know your clients data file

• Understanding the Ctrl 1 window • What are the different upgrade

paths• Where do I go from here

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

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

Reports• Check list

– GST Report– Trial Balance Report– Balance Sheet– Profit and Loss

– Then check, have they changed?

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

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

Thank you