7.x Re-Installation (New/Failed Hardware) | CLEARIFY

Re-Installing QQube

Use these procedures for situations where there is a:

• Re-install due to a machine crash (Single-User or Multi-User)
• Purchase of a new machine (Single-User or Multi-User)
• Move to another machine (Single-User or Multi-User)
• Migration to a new server (Multi-User)

Since QQube is a read-only application, there is no need to migrate or recover existing data.

This guide is for QQube Version 7.x.

Instructions for QQube Version 6.x re-installation

Instructions for QQube Version 5.x re-installation

General Steps

STEP 1.
Find the QQube License ID and create a ticket in the support area to get it reset upon installation (or you will receive error 5103 when attempting to activate). If you can't find the License ID, then post the name of the company, or the date of the original purchase, or the purchase receipt number in the ticket.

Our support team will respond quickly to the ticket by posting a url download to the latest version, entitled to under the yearly subscription - or advise on any available or necessary upgrades.  The license will also be reset for your to activate without error.

NOTE AS OF 11/08/2021:  If you are starting fresh by installing QB 2022, you must have the latest emergency release of QQube to accommodate certain Intuit bugs/changes in that version. If you are in subscription status, you can just request a new download link in the ticket.  If you are not, please visit QQube for QuickBooks Subscription Renewals | CLEARIFY to renew your subscription and receive a new License ID and Activation Code.

STEP 2.
Choose the correct installation type, and use the applicable step by step instructions:

• Single User.  This is used when there is only user of QQube. All of the components - including the QQube database - will be installed on this machine. This type of installation can only be used on a desktop or laptop. You cannot install a single-user on a server or remote desktop environment.
• Multi-User in a Local Network (Server portion ONLY) The server is where the QQube database resides along with a CLIENT copy of QuickBooks, and is shared on the network. NOTE: Do not install the multi-user client portion on the workstations, unless the release you are installing is later than version you are replacing. If you are installing the same version as the one you are replacing, see specific instructions below for pointing the existing client installation to the new server installation.
• Multi-User in a Hosted or Remote Desktop Environment.  If anybody is logging in remotely to use QuickBooks on your server, you must use this method to avoid synch issues.

If you are in a server environment, you MUST either uninstall the old QQube, or disconnect it from the network.  Not doing so will result in problems, and reports not seeing the new database.

STEP 3.
When QQube was first installed, there were user(s) created in QuickBooks to allow automatic login of QQube to QuickBooks.  Pro and Premiere users will not need to do anything.  Enterprise Users will need to either know, or change the Custom Reporting User password, as that will be needed to connect QQube to QuickBooks.

STEP 4.
Confirm the required items in the QuickBooks Preparation Checklist

STEP 5.
Run the QQube Configuration Tool Wizard.  If you have Multiple Companies do NOT synch your data, but follow the Multi-Company Setup guide to add any additional companies - which includes following Step 4 for EACH company.

STEP 6.
Synch your actual data. Information on the synch process found Information on theQQube synch process is found here.

STEP 7 (Only for in-house server with client/workstation connections).
If you are installing a newer version of QQube than the version you are replacing, then follow the instructions for installing the CLIENT portion

If you are installing the same version of QQube than the version your are replacing, then go to each workstation and open up the QQube Configuration Tool.  You will get an error that it can't find the server:

Click the OK button to get this window:

It should locate the QQube server you just installed on the network.

IF a server is not found, first turn off the local windows firewall, second turn off the server firewall. This generally is not necessary, but conflicts can arise due to group policies, etc.

Then save the new engine name (it will fix the ODBC DSNs):

You will return to the Configuration Tool:

STEP 8.
Ensure that there are no synch errors before attempting to run any existing reports.  

STEP 9.
Test your reports. Remember that there are connection strings or manual configurations necessary to get your Excel or similar report to talk to QQube. The installation handles those procedures. All that is necessary is that you have the correct analytics loaded, and that there are no synch errors.