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The QuickBooks Specialists

How Do I Update My QuickBooks Release In a Multi-User Environment?

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Beyond the specifics of updating QuickBooks in a single user environment, the update process in a multi-user environment involves first updating the QuickBooks server and then, one by one, updating each workstation.

Of course, until the QuickBooks server has been updated, all workstations should exit QuickBooks.  Moreover, no workstation should resume using QuickBooks until both that workstation and the server have been updated to the same release.

Here’s our recommended steps to perform an update in a multi-user environment:

  1. Start by having all QuickBooks users exit QuickBooks
  2. Update the file server, reboot it, and load the database server manager
  3. Load QuickBooks and open each of the company files maintained by the QuickBooks version just updated
  4. Verify that the installed release on the server matches the release of the intended update
  5. Update 1 workstation, reboot after the update is complete, and open a company file
  6. Verify that the installed release on this workstation matches the release of the intended update
  7. Repeat steps 5 and 6 for each workstation

It’s not recommended to run different releases on workstations in the same network.  Therefore, once the update process has been started, it’s important to successfully complete it on all workstations in the network.

Updates sometimes (but not always) involve updates to the underlying database structure of the QuickBooks company file (.qbw).  That’s why it’s important to open each company file on the server once the new release is installed, because that step updates the company file.

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How Do I Create a Unit of Measure When Using Multiple Units Per Item?

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The steps to create a unit of measure depend on which mode QuickBooks is using: Single U/M Per Item or Multiple U/M Per Item.  See our article on setting the unit of measure preference for more information.

In Multiple U/M Per Item, units of measure are maintained by the U/M Set List.  Click on the Lists->U/M Set List menu selection to maintain this list.

QuickBooks Premier 2009 Lists Unit of Measure Set

When the multiple unit of measure mode is selected, a unit of measure set converts a Base Unit, such as each, to one or more Related Units, such as a dozen or case.  In the unit of measure set below, the Base Unit each contains 1 unit.  The Related Unit dozen contains 12; a case contains 24.

QuickBooks Premier 2009 Edit Unit of Measure Set

To add a new Related Unit, click on a blank line in the Related Units table and enter the Name, Abbreviation, and # of [Base Unit Abbreviation] for the Related Unit.  Click Ok to save your changes; once changes are saved, QuickBooks will re-sort the list from the related unit containing the fewest number of base units to that containing the most.

To add an entirely new U/M Set Name, click the U/M Set button on the U/M Set List window (shown above) and choose New on the pop-up menu.  This invokes the Unit of Measure Wizard, a 5 step process that guides you through creating a new unit of measure set.

First, choose the type of the unit of measure to create and click Next.  For this example, we’ll create a Count unit of measure.

QuickBooks Premier 2009 Unit of Measure Wizard 1

Second, choose the Base Unit.  We’ll choose Each.

QuickBooks Premier 2009 Unit of Measure Wizard 2

Third, choose the Related Units by placing a check mark in the Add column.  We’ll add pair, a related unit that contains 2 of the base unit.

QuickBooks Premier 2009 Unit of Measure Wizard 3

Fourth, set the default units of measure for purchases, sales, and shipments.

QuickBooks Premier 2009 Unit of Measure Wizard 4

Finally, name the unit of measure set and click Finish.

QuickBooks Premier 2009 Unit of Measure Wizard 5

Another approach to adding a new unit of measure set is to open the Edit Item window and click on in the U/M Set pulldown selector.  To change the currently selected unit of measure set, click the Edit… button; this opens the same Edit U/M Set window displayed above.

QB_Premier_2009_edit_item_umset_add
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What Are the System Requirements To Operate QuickBooks?

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System requirements for QuickBooks products vary by version.

The minimum system requirements can be found in various Intuit knowledgebase articles based on the product version:

System requirements include:

  • operating systems supported
  • processor, RAM, display, and free disk space requirements
  • CD drive specifications for installation from optical media
  • network requirements
  • additional software requirements, such as Microsoft .NET runtime environment
  • compatibility with other QuickBooks software such as Point of Sale (POS)
  • third-party office productivity software compatibility, such as Microsoft Office
  • firewall and anti-virus compatibility
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What Does the Error “Unable To Open Statement” Mean When Using Intuit Statement Writer?

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In some situations, users of Intuit Statement Writer (ISW) may encounter a problem where the program fails to open properly.  Intuit Statement Writer is a financial report writer introduced along with QuickBooks 2009 that makes use of Microsoft Excel.

After clicking on the Intuit Statement Writer menu selection, Microsoft Excel opens to a blank spreadsheet and displays the fatal error message:

Unable to open statement: System.ArgumentException: Invalid license number

Here’s a screen shot of the exact error message:

Intuit Statement Writer UnableToOpenStatement

According to Intuit, this error occurs because the file iswruntime.dat contains an incorrect license number; the error has only been observed on computers running Windows Vista.

To fix this error message, simply rename or delete iswruntime.dat, which is located in the C:ProgramDataIntuitStatement Writer folder.  When Intuit Statement Writer next starts, it will re-create a new file.

This error message is discussed in this Intuit knowledge base article.

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