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Steps for installing QB Customer Manager or Client Manager
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Installing QuickBooks Customer Manager and Client Manager

Overview

Installing QuickBooks Customer Manager or QuickBooks Client Manager

Detailed Instructions

Note: Installing QuickBooks Customer Manager or QuickBooks Client Manager does not required that a prior version be installed on the computer.

To install QuickBooks Customer Manager, please follow these steps:

  1. Save the data in all open programs, and then close the programs.
  2. Insert the program CD into the CD-ROM drive of your computer. If the installation does not start automatically, please refer to "Manually installing QuickBooks Customer Manager and Client Manager when the autorun utility does not start."
  3. When prompted, enter your Installation Key Code that is found on the back of your CD sleeve. . If you are unable to locate your Installation Key Code, please refer to Missing or illegible installation key code.
  4. Please read the License Agreement carefully:
    1. If you do not agree to the terms of the agreement, follow these steps:
      1. Leave the default, "I do not agree to the terms of the agreement," selected.
      2. Click Cancel, and then click Yes in the Exit Setup window to cancel the setup.
      3. Refer to "Exchanging or returning a QuickBooks product" for the steps to return the product.
    2. If you do agree to the terms of the agreement, select "I accept the terms of the license agreement," and then click Next.
  5. In the Choose a Setup Type window, click Express (which we recommend) to install the program and its database to their default locations, or click Custom to install the program and its database to a different location.
  6. Click Next in the Destination Location window, and review your installation settings:
    1. If you want to change the install location, click Change and enter the new location.Click OK and then click Next.
    2. If you want to leave the selected destination, click Next.
    3. In the Start Copying Files window, click Next.
    4. In the Setup Status window, click Next.
    5. At the "Installation of the Microsoft.NET Framework can take five minutes or more" message, please wait until the installation is complete and the QuickBooks Repair Utility window appears.
    6. In the QuickBooks Repair Utility window, click OK.
    7. Click OK to the message, "No repair necessary. . No files changed."
    8. In the Setup Complete window, click Finish.
    9. Restart your computer.

To install QuickBooks Client Manager, please follow these steps:

  1. Save the data in all open programs, and then close the programs.
  2. Insert the program CD into the CD-ROM drive of your computer. If the installation does not start automatically, please refer to "Manually installing QuickBooks Customer Manager and Client Manager when the autorun utility does not start."
  3. When prompted, enter your Installation Key Code that is found on the back of your CD sleeve. . If you are unable to locate your Installation Key Code, please refer to Missing or illegible installation key code.
  4. Please read the License Agreement carefully:
    1. If you do not agree to the terms of the agreement, follow these steps:
      1. Leave the default, "I do not agree to the terms of the agreement," selected.
      2. Click Cancel, and then click Yes in the Exit Setup window to cancel the setup.
      3. Refer to "Exchanging or returning a QuickBooks product" for the steps to return the product.
    2. If you do agree to the terms of the agreement, select "I accept the terms of the license agreement," and then click Next.
  5. In the Choose a Setup Type window, click Express (which we recommend) to install the program and its database to their default locations, or click Custom to install the program and its database to a different location.
  6. Click Next in the Destination Location window, and review your installation settings:
    1. If you want to select another Install Location for your file:
      1. Click Change and enter the new location.
      2. Click OK and then clickNext.
    2. If you want to leave the selected destination, click Next.
    3. In the Start Copying Files window, click Next.
    4. In the Setup Status window, click Next.
    5. At the "Installation of the Microsoft.NET Framework can take five minutes or more" message, please wait until the installation is complete and the QuickBooks Repair Utility window appears.
    6. In the QuickBooks Repair Utility window, click OK.
    7. Click OK to the message, "No repair necessary. No files changed."
    8. In the Setup Complete window, click Finish.
    9. Restart your computer.
KB ID# 333213
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3/11/2010 3:08:29 PM