To use QuickBooks payroll, you must upgrade to the latest version of QuickBooks. To do so, you must have the following items. If you do not have all these items, contact QuickBooks Sales and Service at 1-888-333-8580:

This does not apply to customers who are on the QuickBooks Premier Multicurrency edition.

 

 

• The Installation CD.
• The QuickBooks Product Number and License Number. These numbers are located on the packing slip of the package we sent to you.
• The  Tax Table update CD.  If you have internet access on the computer where QuickBooks is installed, you can update the Tax Tables directly from QuickBooks. You can also download the Tax Table Update from the QuickBooks Product Updates page. You may need this downloaded file in Step III.

When you have collected the items mentioned above, follow the four major steps below in the order it is presented to begin the installation process:

1. To install QuickBooks:
   1. Close all programs and restart your computer.
   2. Insert the Payroll Update CD into the CD-ROM drive of your computer. If the installation does not start automatically, click on the Start button and select Run. Type the letter associated with your CD-ROM drive, then type :\Setup.exe (for example, D:\Setup.exe) and click OK.
   3. Click Next.
   4. Select the new version of QuickBooks, then click Next.
   5. When prompted, enter your License Number and product Number, and then click Next. If you cannot find your product number or license number, contact QuickBooks Sales and Service at 1-888-333-8580.
   6. Choose the language you wish to view the License Agreement in and click Next.
   7. Review the License Agreement and click Next.
   8. Select Accept and click Next.
   9. An Important Multi-User Message window may appear. Click OK.
   10. On the Install Options window, choose one of the following options:
       
       
       • Create a new installation directory:

         Choose this option if you do not already have QuickBooks installed or if you want to maintain multiple versions of QuickBooks on the same computer.

         If you do not want to select the default location offered, you may change it by entering a new location or by clicking Change new directory... to locate the folder of your choice.

         If you choose a folder that already contains QuickBooks, you will be prompted about overwriting that installation. If you choose to overwrite it, then the option to overwrite the existing installation will automatically be selected.

       • Replace the previous installation:

         Choose this option if you want to replace a previous version of QuickBooks with the version you are currently installing.

         When a version is selected, it will show the location of the program, which will be replaced.

         If you are unsure of which version you want to replace, but know its location, you may want to select to install to a new location, and then browse to locate the folder containing the version you want to replace.

         You will be prompted about replacing the version contained within that folder.

   11. Select any extra installation options that you may like to install. Click Next when you are finished.
   12. If you have previously installed any version of QuickBooks, you may be prompted for one of the following:
       • Replace your QuickBooks Letters window may appear. Select Yes to overwrite the standard QuickBooks letters. Otherwise, select No and click OK to the Need to replace a letter? window.
       • Transfer existing settings window may appear. You will be asked from which version you want to copy your QuickBooks Preferences and Letters. If you are unsure, as to the purpose of the Transfer Existing Settings window or which version you want to copy them from, remove the checkmark from the checkbox next to QuickBooks Letters and QuickBooks Preferences window. Click Next.
   13. Select a Program folder or create your own and click Next.
   14. Choose whether to send anonymous usage statistics to Intuit Canada, then click Next.
   15. Review the selections you have made, and click Next to begin the installation process. Click Back to make any changes.
   16. When the installation is complete, you are required to restart your computer.
   
    
2. You must open your company data file in the new version of QuickBooks and initiate the updating of employee TD1 amounts:
   1. Open QuickBooks.
   2. From the File menu, select Open Company.
   3. In the Open Company window, select the location of your company data file, then select the company file you want to open (by default, your data file is located C:\Program Files\Intuit\QuickBooks).
   4. Click Open to open the file.
   5. From the Employees menu, select Pay Employees.
   6. The Review Employee TD1 Amounts window appears. Click OK to update basic TD1 amounts.
   7. Follow one of the options provided for step III.
   
    
3. Follow one of the three options below:
   
   
   • To install the latest Tax Table Update directly from QuickBooks:
     1. From the Help menu, select Update QuickBooks.
     2. Click the Update Now button or tab.
     3. Click the Get Updates button to download the update.
     4. When the update completes, click the Close button.
     5. Close QuickBooks then re-open QuickBooks to apply the update.
     
      
   • To install the latest Tax Table Update from the Payroll Update CD:
     1. Close QuickBooks.
     2. Insert the CD labeled Payroll Update into the CD-ROM drive of your computer. If the installation does not start automatically, click on the Start button and select Run. Type the letter associated with your CD-ROM drive, then type :Setup.exe (for example, D:Setup.exe) and click OK.
     3. Click Next.
     4. Select the folder where QuickBooks is installed. To change the directory, click the Browse button to change the path, then click OK. Click Next to continue.
     5. When the Update Complete! window appears, click OK to close the window.
     
      
   • To install the latest product update and Tax Tables update that you have downloaded:
     1. Close QuickBooks.
     2. Locate the downloaded file and double-click on it.
     3. The Tax Table Update install begins. Click Next to continue.
     4. Select the folder where QuickBooks is installed, and then click Next.
     5. When the Update Complete! window appears, click OK to close the window.
     
      
   • After you have installed the new version of QuickBooks and the Tax Table Update, confirm that they have been installed correctly:
     1. Open QuickBooks.
     2. To confirm that the correct version of QuickBooks is installed, press F2. This will open the Product Information window. The first line gives the QuickBooks product version followed by the release number.
     3. To confirm that the Tax Table Update was installed correctly, go to the Employees menu, select My Payroll Service, and then select Tax Table Information. The You are using tax table version line should read:
        • For QuickBooks 2009, the tax table version number is 9018003.
        • For QuickBooks Premier Multicurrency edition, the tax table version number is 9016003.
     4. Click OK to close the QuickBooks Payroll window.