UPDATE on Windows Vista and QuickBooks Financial Software |
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Windows Vista to Be More Broadly Released in January 2007. As widely reported in the industry press, Windows Vista was shipped to large corporate users several weeks ago and is expected to be released more broadly through retail and other outlets by the end of January.
You Do Not Need Windows Vista to Run QuickBooks 2007. QuickBooks 2007 and Enterprise Solutions 7.0 do not require Windows Vista to operate. QuickBooks 2007 runs on Windows Vista, Windows XP (SP2 or later strongly recommended), and Windows 2000 SP3 or later (SP4 or later strongly recommended). (See other system requirements here.) Even if you receive QuickBooks files from a client running Windows Vista, you will be able to use your current operating system as long as it supports QuickBooks 2007.
QuickBooks 2006 and Earlier Are Not Supported on Windows Vista. This is the rub for QuickBooks ProAdvisors trying to balance their desire to take advantage of Windows Vista and continue to support existing clients on prior versions of QuickBooks.
Wait Until after Tax Time? Note that Intuit's tax software divisions are recommending that their users wait until after tax season to make any move to Windows Vista. These notices are posted for both Lacerte Professional Tax Software and ProSeries Professional Tax Software.
Prudence Suggested for QuickBooks Users Too. Windows Vista holds much promise for significant improvements in security and functionality. However, Intuit suggests the decision to upgrade to Windows Vista be approached carefully, for two reasons:
- Potential reliability issues often associated with the initial release of operating systems.
- Intuit will not be able to support QuickBooks 2006 and earlier on Windows Vista.
Decisions for You as to Windows Vista |
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If You Maintain Multiple Versions of QuickBooks. Many QuickBooks ProAdvisors maintain multiple versions of QuickBooks software to support clients who are on different update cycles. If this describes you, we realize that the introduction of Windows Vista creates additional challenges for you, especially if you want to start using Windows Vista soon. This is because only QuickBooks 2007 (and related products) works with Windows Vista.
You Do Not Need Windows Vista Even if Clients Use It. Company files prepared by clients who may choose to use Windows Vista and QuickBooks 2007 are still fully available to you through QuickBooks 2007 run on earlier versions of Windows. (Specifically, pre-Vista operating systems for QuickBooks 2007 include Windows 2000 SP3 or later [SP4 or later strongly recommended] or Windows XP [SP2 or later strongly recommended].)
QuickBooks 2006 and Earlier. QuickBooks 2006 and prior versions were developed on pre-Vista technology and will not run properly on Windows Vista.
Third Party Solutions. Intuit is looking at the third party solutions that Microsoft has suggested could be used to deal with issues of backwards compatibility. These solutions attempt to emulate the earlier Windows environments. However, Intuit is still testing these solutions and is not yet ready to give on a stamp of approval. Microsoft discusses many issues relating to Windows Vista migration here.
Two-Machine Approach. This means that as of today, if you want to begin using Windows Vista in 2007 and still support client on earlier versions of QuickBooks, the only viable recommendation is to maintain one computer for pre-2007 QuickBooks files on Windows XP or Windows 2000 and keep QuickBooks 2007 clients on the Windows Vista machine. We recognize that this approach may note be feasible for some ProAdvisors.
Stay Tuned. Intuit will soon be announcing more Web-based resources on Windows Vista for you and your clients. And we hope to be able to respond definitively on the usability of third-party solutions.
Advising Clients on Windows Vista and QuickBooks Financial Software |
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Installing Windows Vista or Purchasing New Computer Pre-Installed with Windows Vista. Currently the most important advice to clients is that if they replace their operating system with Windows Vista, or if they replace their current computers with new computers running on Windows Vista, they should upgrade to QuickBooks 2007.
Currently the only existing alternative is the one noted above: To run separate computers (one for Windows Vista and one for the pre-Vista operating system). With a dual system approach, the prior versions of QuickBooks will remain supported on a pre-Vista operating system, while other applications are run in the Windows Vista environment.
Counsel Prudence Going Forward. We recommend that you counsel your clients to move forward with Windows Vista prudently and with the full knowledge that if they upgrade to Windows Vista, they will also need to upgrade to QuickBooks 2007, if they have not already done so.
Again, we are also hopeful that soon we can report back definitively on whether third party solutions would allow prior year versions of QuickBooks to run on Windows Vista.