Upgrade: 2006----->2007

Upgrading from 2006 H&B to 2007. Could someone help me out with instructions and possible pitfalls?

Thank you and Happy New Year!

kristin

Reply to
kristin
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Same as stated here many, many times....

1) Back up your database 2) Do a Validation on the database 3) Generate several reports that will show you current balances and other information. 4) Run the upgrade 5) Run the same reports and compare to the numbers prior to the upgrade. 6) Act accordingly....

Regards, Hank Arnold

krist> Upgrading from 2006 H&B to 2007. Could someone help me out with instructions

Reply to
Hank Arnold

Thankyou for your response. I am sorry about the repetition. I have changed providers and was unable to access older newsgroup items. I ALWAYS check before I ask. I thought I remembered that someone had said to uninstall the older version first and copy the datafiles into the new prog.

Reply to
kristin

"kristin" wrote in news:e%poh.1122698$084.432155@attbi_s22:

That seemed to be required with older versions (at least I posted that several times), even to the extent that cleaning up the registry was not a bad thing. Likely that is not required anymore.

Reply to
Han

Thank you for your help. It's always better to check before "jumping in"!!!

Reply to
kristin

I've never actually done that in the 15+ years I've use Q. There was a time when it might have been suggested, but I've never had a problem...

Regards, Hank Arnold

Reply to
Hank Arnold

I just upgraded to 2007 HAB from 2004 Premier, no problems, I am surprised, took over 100,000 items. Disappointed they still don't handle stock options trades, calls and puts. Also, on the download summary page, is there a way to show accounts that have transactions, click on it and go to that register? I know i can expand the account, but tedious to do every download. 2004 was much better.

that in the 15+ years I've use Q. There was a

Reply to
Stef

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