What to do when you get a new computer?

What do I do when I get a new computer?

What to do when you get a new computer:

PS Cashbook Plus!

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

 

Step 1- Backing up your data

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 Data Files screen, click on the Browse button.
• Find your USB in the file explorer. It will be marked as Removable Disk or USB 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 Start Backup button. After processing, your files will be saved onto your USB.

 

• Click OK to the Information message: 'Backup Complete.'

 

If you have more than one company:

• Click on the File > Multi-Company Backup menu option.

• In the Backup Data Files box, click on the Browse button.
• Find your USB in the file explorer. It will be marked as Removable Disk or USB Disk in Computer or My Computer.
• Click on the Save button. This will take you back to the Backup Data Files screen.

 

• Make sure all the companies are ticked (this will select all years for each company).
• Click on the Start Backup button.

 

• Click OK to Information message: 'Backup Complete.'
• Your company files will be saved onto your USB.

 

Step 2- Install Cashbook Plus! onto your new computer.

• To ensure you are installing the most up to date version of PS Cashbook Plus! it is best to install the program from our website.
• Go to https://www.practicalsystems.com.au/
• Click on the drop down arrow beside CLIENT SUPPORT tab and select Client Downloads.

 

• Login with your Practical Systems Client ID and Password. Your client ID is 5 characters long and usually starts with a zero.

 

• Select the program you wish to install (Primary Produicer or Small Business) by clicking on the blue link.
• Download will appear at the bottom left hand side of the screen.
• Click on the download to install.

 

• Click on the Run button. 

 

• Click Yes to message: 'Do you want to allow the following program to make changes to this computer?'

• Click on the Next button.

 

• Click on the I accept the agreement radio dial.
• Click on the Next button.

 

• Click on the Next button.

 

• Click on the Next button.

 

• Click on the Install button.

 

• Click on the Finish button.

 

 

Step 3- Register your program

• When the Cashbook Plus! installation is complete, double click on the Cashbook Platinum icon on your Desktop. 
• The Register Now window will appear:
  • Enter your Client ID and Password.
  • Click on the Register Now button.

 

If you have skipped this window by clicking on Go to Demo, you will need to register your program using the following steps:

• Click on the File > Registration menu option.

 

• Enter your Client Id.
• Click on Register Now button.

 

• Click Yes to the following Confirm message:

 

• Enter your Practical Systems password:
• Click OK button.

 

• Click OK to the Information message: 'Your registration has been successful.'
• Click OK to Information message: 'Cashbook has beenregistered as level 4 purchased.'