Installing the application involves several steps. Note that you must install QuickBooks® on your computer prior to installing this application.
1. Application Installation: Run the Setup program to install the application on your computer. Please install the program in a local directory on your workstation.
IF YOU ARE UPGRADING FROM AN EARLIER VERSION please read the note about this in the detailed instructions below.
Start QuickBooks® and open your company file as the administrator in single user mode. Run the application (found in the CCRSoftware folder of the Windows Program menu).
2. Program Setup: If this is the first time you have run a CCRSoftware application on this computer you will be asked for a location to save a parameter file – choose the location where your data file resides.
3. Company Setup: QuickBooks® will ask you if it is OK for this application to access your data – say “Yes, whenever this QuickBooks company file is open”.
4. Registration: When you first install the application it will run in a trial mode, which will allow you to use the application at no charge for up to 30 days. You can select “Don’t Register” to start with (you can register the application later).