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PS Cashbook

New Computer

Summary

I have purchased a new computer and woud like to transfer my Cashbook program and data from my old computer to my new one. How do I do this?

Detailed Description

There are a number of steps involved in Installing Cashbook on your new computer and transferring your data across:

  1. Backup data from your old computer.
  2. Install PS Cashbook on your new computer.
  3. Register your new PS Cashbook installation.
  4. Restore your data from your backup.

 

Step 1: Backing up your data

If you have access to the Practical Systems Data Warehouse, backup your data to it, taking note of the relevant steps below.

If you do not have access to the Practical Systems Data Warehouse you will need to back up your data to a USB Stick.

If you have one company:

  • Click on the File > Backup Data Files menu option.
  • In the Backup to files box, click on the Browse button.
  • Find your USB in the file explorer. It will be marked as Removable Disk in Computer or My Computer
  • Click on the Save button. This will take you back to the Backup Data Files screen. 
  • Tick all the years listed underneath your company name, including Most Recent Year
  • Click on the OK button. After processing, your files will be saved onto your USB. 

Note: See Knowledge Base item Backup to Data Warehouse (Single Company)

If you have more than one company:

  • Click on theFile > Multi-Company Backup menu option.
  • In the Backup to files box, click on the Browse button.
  • Find your USB in the file explorer. It will be marked as Removable Disk in Computer or My Computer
  • Click on the Save button. This will take you back to the Backup Data Files screen. 
  • Tick all the boxes next to each individual company.
  • Click on the OK button. After processing, your files will be saved onto your USB.

Note: See Knowledge Base item Backup to Data Warehouse (Multiple Companies)

 

Step 2: Installing Cashbook onto your new computer

To ensure you are installing the most up to date version of PS Cashbook it is best to install the program from our website.

  • Go to www.practicalsystems.com.au.
  • Select Client Support > Client Downloads.
  • You will be prompted to enter you Client ID and Password.

Note: When you type in your Practical Systems Client ID and Password, only the software downloads applicable to your Practical Systems subscription will be accessible. All others will be greyed out.

  • Click on the appropriate blue link under the Cashbook icon.

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  • This will download to the bottom left hand side of the screen.
  • Click on the down arrow and click on Open.

  • Click Yes to message: 'Do you want to allow this app to make changes to your device?'
  • Follow prompts to install.

 

Step 3: Register your program

  • After the program has been installed there will be a PS Cashbook icon on your desktop.
  • Double click on the icon to open.
  • In the Register Now window. Enter your Client ID and password.

Note: Password will be the first name of the person on the Practical Systems registration.

  • Click on the Register Now button.

  • Click OK to the Information message: 'Registration successful.'
  • Click OK to the following Warning message:

 

  • Click OK to Information message: 'Database upgrade complete.'
  • Select the appropriate Cashbook Edition.

 

Step 4: Restore your data

 

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