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PS Cashbook

What to do when you get a 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

For the purpose for transferring your company data to a new computer you need to backup all company/all years to an external backup location, such as online storage (Practical Systems Data Warehouse) or a portable device (USB).

 

If you have one company:

  • Click on the File > Backup Data > Individual Company menu option.
  • In the Backup Company 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 Company screen.

 

  • Tick all the years listed underneath your company name, including Current Year.
  • Tick the Send this file to the Practical Systems Data Warehouse on completion checkbox, if you also wish to backup to the Data Warehouse.
  • Click on the OK button. After processing, your files will be saved onto your USB.

 

  • Click Yes to the Confirm message: 'Proceed with backing up the selected data to E:\My-Backup\CBCompany 2017-04-03 14.49.55.zip?'
  • Click OK to the Information message: 'Backup Complete.'
  • If you ticked the Send this file to the Practicaly Systems Data Warehouse on completion option, click OK to Information message: 'You will now be asked to login to the data warehouse server. Once logged in your backup will be uploaded.'
  • Enter your Practical Systems client code and password.
  • Click OK to continue.

 

  • Click on the Next button.

 

  • Enter a description for your backup file.
  • Click OK to continue.

 

  • Click OK to the Information message: 'The File has been successfully uploaded to the server.'

 

 

If you have more than one company:

  • Click on the File > Backup Data > All Companies/Years menu option.
  • In the Backup All Companies and Years screen:
    • Tick the Send this file to the Practical Systems Data Warehouse on completion box.
    • Tick Date/time stamp default filenames checkbox.
    • 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 All Companies and Years screen. 

 

  • Click on the OK button. After processing, your files will be saved onto your USB.

 

  • Click Yes to Confirm message: 'Proceed with backing up all companies, all years to E:\CBDatabase 2017-04-05 10.37.08.zip?'
  • Click Yes to Confirm message: 'Backup Complete. Do you want to verify it?'
  • Click OK to Information message: 'Verification successful.'
  • If you ticked the Send this file to the Practicaly Systems Data Warehouse on completion option, click OK to Information message: 'You will now be asked to login to the data warehouse server. Once logged in your backup will be uploaded.'

 

  • Click on the Next button.

 

  • Enter a description for your backup file.
  • Click OK to continue.

 

  • Click OK to the Information message: 'The File has been successfully uploaded to the server.'

 

 

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.
  • Click on Client Support > Client Downloads.
  • You may than have to enter you Client ID and Password.
  • Click on the Login button.

 

  • Click on the blue PS Cashbook Platinum v10.13.6.1 (version number will change with new updates) software download link.
  • Click on the cashbook_platinum....exe download to Run.

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  • 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: 'Cashbook has been registered as level 4 purchased.'
  • Click OK to the Information message: 'Your database will now be updated to reflect the new Client ID. Please click OK to continue.'

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