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This support note describes the tasks involved in reinstalling AccountEdge, including AccountEdge Basic and AccountEdge Pro. For AccountEdge Network Edition, see the AccountEdge Network Edition - Implementation Guide.

Reinstalling AccountEdge involves these tasks:

  1. Back up your AccountEdge data
  2. Delete the AccountEdge application from your system
  3. Reinstall AccountEdge
  4. Restore your AccountEdge data

Task 1 - Back up your AccountEdge data

Perform a full company file backup by going to the File menu and choosing Backup. Then choose the Backup all data option then click Continue.

 

Choosing the Backup all data option will backup the following information:

  • Your company file
  • The Forms folder (this contains your form templates, such as customised invoices, etc.)
  • The Letters folder (this contains the letter templates used for personalised letters)
  • The Custom folder (this contains filters and display settings for customised reports)

 

Our support note Backup and restore your company file - MAC has more details on backing up your AccountEdge data.

Task 2 - Delete the AccountEdge application from your system

To remove AccountEdge from your system, you need to trash the application then rename the AccountEdge folder.

To do this:

  1. Open the Applications folder.
  2. Open the AccountEdge folder.
  3. Drag and drop the AccountEdge application to the trash (or right mouse click and select Move to Trash).
  4. In the Applications folder, right mouse click the AccountEdge Folder and choose Rename.
  5. Give the folder a new name, such as AccountEdge_OLD or similar.
  6. Restart your computer.

Task 3 - Reinstall AccountEdge

 

Downloading AccountEdge

If you have a current support subscription you can download the latest AccountEdge version (and installation instructions) from .

Installing the latest version of AccountEdge is quicker and easier than ever. And you don't need to uninstall your previous AccountEdge software. If you're using AccountEdge Network Edition, make sure the same version is installed on each computer in your network.

Installing from a downloaded file

  1. Locate the downloaded zip file and double click on it to unzip it.
  2. Double-click the AccountEdge.dmg file to open it. An installer window appears.
  3. Double-click the Setup icon. An installation window appears.
  4. Follow the on-screen instructions.

 

Installing from a CD:

  1. Insert the software CD in your computer's CD drive. The Finder appears, displaying the CD contents.
    Note [Network Edition users]: Do not customise the installation. If you are installing AccountEdgeNetwork Edition on the host computer for the first time, do not customise the installation. This ensures that all critical components are installed. Then install it on the other computers in your network.
  2. Double-click the Setup icon. An installation window appears.
  3. Follow the on-screen instructions.

Task 4 - Restore your AccountEdge data

You can now restore the backup you created in Task 1. See our support note Backup and restore your company file - MAC for detailed steps to restore your AccountEdge company file and your customised templates.

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