Pre-Installation Checklist for All Peachtreee Software Products

In the same way as you wouldn't build a house without first clearing the site, packing down a foundation and laying a concrete slab, installing even the most robust business accounting software is useless if you don't have the correct resources. Of course, the system requirements will vary per program, from Peachtree Complete to Peachtree Quantum - but this checklist of qualifications to install Peachtree Accounting packages applies to all the versions. Run through the list to save yourself a lot of time and annoyance in the future!

Check your hard disk space, your RAM and your processor speed

This varies for every program, but it definitely worth taking the time to check that you have at least the minimum requirements (and ideally, the 'recommended' system requirements) for whatever your version of the product is. Your trainer can help you determine this, or you can find it on the Peachtree website.

Are you logged in as the administrator?

In some companies the system administrator might not necessarily be the person responsible for the accounting function. You'll need the system administrator rights to be able to install Peachtree Accounting on any computer.

Disable antivirus and firewalls

Many antivirus programs can cause 'hiccups' in the installation process that make things very difficult for you later on. Disconnect your computer from the internet to ensure that there are no security issues with turning your firewall and antivirus off, then completely disable them before installing your business software.

If upgrading, do you know where your company data is?

If you are upgrading from another version of Peahctree, you might not have a chance to find your company data in the middle of the installation process. Before you start, go to Maintain > Company Information and note the location listed.

If installing on a server, do you have the folder shared and permissions set up properly?

If you're installing Peachtree for multiple users on a server, you'll need to ensure that you have the folders shared on the server, and the permissions set up properly. They can conceivably be added later, but it is far more difficult to do it retrospectively.