Migrating from AutoCount 2006 to Modern Accounting Software

Quick Setup Checklist for AutoCount 2006

1. System requirements

• OS: Windows XP/2000/2003 compatible (assume legacy PC).
• Processor: 1 GHz or higher.
• RAM: 512 MB minimum (1 GB recommended).
• Disk space: 2 GB free for program and data.
• Network: LAN for multi-user setup; static IP recommended.

2. Install prerequisites

• Windows updates: Install any critical updates available for the OS.
• Microsoft components: Ensure Microsoft .NET Framework version required by installer is present (commonly .NET 2.0/3.5) and MDAC if needed.
• Database engine: Confirm required database (e.g., SQL Server/Jet) is installed or included with AutoCount.

3. Software installation

1. Run installer as Administrator on the server or primary PC.
2. Choose Install Type: Single-user or Multi-user (select multi-user for networked access).
3. Set installation folder (default recommended unless custom path needed).
4. Complete installation and reboot if prompted.

4. Database setup

• Create company database during first run or via Database Manager.
• Set data storage path on a shared network folder with proper permissions.
• Backup schedule: Configure daily automated backups to a separate drive or NAS.

5. Network & permissions (multi-user)

• Share data folder with read/write/modify for user accounts.
• Map network drive on client machines to the shared data folder.
• Firewall: Allow AutoCount executable and database ports.
• User accounts: Create Windows or AutoCount user accounts with appropriate access levels.

6. License & activation

• Enter license key provided with purchase.
• Register product if online activation is required; use company info.

7. Initial configuration

• Set fiscal year and accounting period.
• Configure chart of accounts template or import existing chart.
• Set company information (name, address, tax ID).
• Define currency, tax rates, and numbering sequences for invoices and vouchers.

8. User setup & training

• Create user roles and permissions within AutoCount.
• Assign passwords and test login for each user.
• Provide brief training on common tasks: invoicing, purchase entries, reconciliations, and reporting.

9. Data import & verification

• Import master data: customers, suppliers, inventory, opening balances (CSV or provided templates).
• Verify balances: run trial balance and compare with prior system.
• Correct discrepancies before processing new transactions.

10. Testing & go-live

• Test critical workflows: create sales invoice, record payment, purchase entry, and run reports.
• Verify backups restore successfully.
• Set go-live date and freeze prior system if migrating.

11. Maintenance & support

• Schedule regular backups and periodic database maintenance.
• Document procedures for restore and user onboarding.
• Keep installer and license info in a secure location for future reinstall.

If you want, I can produce printable checklist format (one-page) or provide template CSVs for importing master data.