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Moving CCRSoftware Programs to a New Computer

It isn’t unusual for someone to contact us to ask for help in moving their CCRSoftware product from one computer to another. They could have purchased an upgraded system, or the prior system could have failed and needed replacement. Moving isn’t terrible difficult, but you have to pay attention to the details if you want it to go smoothly. Here’s how to approach the task.

Preparation

To install the software on a new computer you need a copy of the “installer” program. Hopefully you kept a copy of this when you made your initial purchase, but that often isn’t the case. If you don’t have that and you have a standard version of CCRQBOM or CCRQInvoice, go to our website and select the product, then select the “Download Free Trial” link. On that page you will find a copy of the installer program.

Note that in some cases you may have a special version that isn’t found on these pages – in this case you need to contact our support department to get a copy of the installer.

The other thing that you need is a copy of your registration key (also referred to as a serial number sometimes). If you don’t have that saved somewhere, if you can still run the program on the old computer, select Help and then About, and your serial number will be displayed.

The next step is to decide if this is a single user installation, or a multiple user installation. Your “preference” selections, which guide how the program works, are stored in some files – if you have a single user installation then most likely these files are on your local computer, but if you have a multiple user installation they should be stored on a place where all users can share them (not on your local computer). So, you need to know if this is a single or multiple user installation.

Locating your Preferences and Report Templates

Your preferences are stored in a file named “CCRQ.XML”. If you have created any customized form or report templates, these are stored in files that have a file type of “repx”. These files all exist in the same location. You may need to move these from the old system to the new one, particularly if this is a single user installation.

If you still have access to the old computer where the program is being moved from, then run the program and select Help and then Status. This will open a window like the following (there may be some variations).

Scroll down the window, and look for the “Common Path” setting. You can either drag the window wider, or hold your mouse cursor over the setting, to see the value. This is where your preference and report files are located.

If this is a single user setup then most likely these will be on a local (C: ) drive. If that is the case, go to this folder location, locate the CCRQ.XML file and any *.repx files there (there might not be any repx files), copy these over to a folder on your new computer.

Note that if the location is on a shared drive, like on your file server, you don’t have to move these files. Just remember where they are located.

Installing and Setup

Now, on the new computer, run the installation program. The program asks a series of questions, for the most part you will just accept the default answer. At one point it asks if this is to be installed for one user or all users, always pick “all users”.

Once the program is installed, open your QuickBooks file using this computer, then run the CCRSoftware program.

I am assuming that you are using this with a QuickBooks file that has already been accessed by the program.

You will be asked to select a “common” location.

You must choose the location where you placed the CCRQ.XML and *.repx files. If you moved them (single user installation) then locate the new folder where you placed them. If they had already been stored on a shared folder in a file server, locate that folder.

After this you will be asked to register the program. Keep in mind that you are limited to five installations per license.

Enter your name and serial number here. DO NOT click the “I already have a license” link, that is for a different issue, and you won’t get anywhere with that (other than becoming frustrated).

Note that if you pick the wrong location for the common folder, the program may ask you for your preference settings. If this occurs it is a sure sign that you have not picked the correct location for the CCRQ.XML file, or that you are using a different QuickBooks company file than before.

That is it! You should be all set.

What If You Goofed?

Sometimes people install the program without first moving the CCRQ.XML file to the new location. You’ll be able to tell that this happened when the program either asks you for your preference settings again, or it cannot find any customized forms or templates. One point of confusion for people in this situation is that the CCRSoftware product will create a new CCRQ.XML file for you in the location you have selected.

If this is the case, exit the CCRSoftware program, then determine where the old CCRQ.XML file is located. Move that and any repx files to the proper place. If you move it to the newly selected location (overwriting the newly created CCRQ.XML file) then you don’t have to change anything. If, on the other hand, you just selected the wrong “common location”, you can change that by running the program, selecting Help and then Tech Support, and then Reset Common Location. This allows you to select the proper place. You want to exit the CCRSoftware program and restart it.

Cannot open this QuickBooks Company (multiple instances)

This can be one of the more frustrating errors, “Cannot open this QuickBooks Company”. Why not? If you look at the details of the error message one of the common issues you will see is the following:

The application trying to connect to QuickBooks is not supported while multiple instances of QuickBooks are running. (80040438)

There are a couple of situations where you may see this.

Two Copies of QuickBooks

The first one is a bit obvious – you’ll see this message when you run the second copy:

This implies that there aren’t many problems (“a few exceptions”) on the first copy, and more on the second copy. Unfortunately, if you look at the Learn more information, you’ll see that add-on products like those from CCRSoftware (“SDK Applications”) cannot work with either of these QuickBooks windows.

If you check that “Do not display…” box then you don’t see this reminder again, and people can easily forget about these restrictions. You can bring the warning back by selecting Edit and then Preferences, then checking the box “Bring back all one time messages” in the My Preferences tab of the General preferences.

The short answer is – you can’t run CCRSoftware programs if you are running two copies of the same version of QuickBooks at the same time on the same computer.

Keep QuickBooks Running

Another issue is a bit more subtle. There is an option in QuickBooks that was added a few years ago that lets you keep a portion of the QuickBooks program running in the background when you exit the program. The reason for this was that it could make QuickBooks start up faster the next time that you run the program. Note that if your QuickBooks program is starting off slowly the most common fix is to make sure that you close all QuickBooks reports when you exit, as they can really slow down the startup process if QuickBooks has to open them all in the beginning.

Most people don’t see a big benefit to having this feature enabled, and by shutting it off you also may improve the performance of your computer when not running QuickBooks.

We find that many add-on connection problems are resolved by turning this feature off. To do so, select Edit and then Preferences in QuickBooks. Select the General preferences, and on the My Preferences tab un-check the box Keep QuickBooks running for quick startups.

Please note that in 2017 Intuit started removing this preference from supported versions of QuickBooks, so you might not see the preference.

After un-checking it, click OK to close the window, close QuickBooks, and reboot your computer. Note that this preference is specific to each user account, so every user of the system needs to un-check this.

Please note that often when you upgrade QuickBooks from one year of product to another the program may re-check this preference. We often get calls about this from people who have been using our product for years without problems, then run into the error just after upgrading QuickBooks.

Changing the Common Path

The first time that you install CCRQInvoice on a computer you will be asked to select a “Common Path” (sometimes referred to as a “Common Folder” or “Common Location”. CCRQInvoice will store your preference settings here, and any form templates that you modify.

Note, this applies to CCRQBOM as well

In a multi-user environment it is important that all users share the same location (hence the “common” name), so that all users can share the same preference settings AND share any form templates you create. Unfortunately, people often don’t choose the proper place when first installing the program.

This article will outline how to correct this problem.

Assuming that you have already installed the program and used it on a computer, run CCRQInvoice.

Select Help in the main menu.
Select Status.
Scroll to the bottom of the Application Status window and look for the “Common Path” setting. You can see the value by either changing the window width, or holding the mouse cursor over the value.

Take note of this value. This is where you will find several files, including:

CCRQ.XML (the preferences file)
Possibly multiple files with a file type of “repx” (report templates that you have created).

Decide on a location that you want to use as the “common” location, that all CCRQInvoice users will share. This should NOT be on a local computer in a multi user situation – it should be on a file server. A useful location may be where your QuickBooks company file is stored. It is important that all users have read/write/create permission at this location. If they don’t, they may get an error when running CCRQInvoice (see this article for example).

Copy the CCRQ.XML file and all of the “repx” files to this new location.

Now you need to reset each user workstation to use the new location. On each computer:

Select Help from the main menu.
Select Tech Support.
Select Reset Common Location.
You will see a warning asking if you are sure that you want to do this. Click OK.
The normal Program Setup dialog will open, as shown in the program documentation. Click Next and then in the folder dialog select the new location that you want to use (where you have already copied the CCRQ.XML and repx files).
Click Finish.
Exit CCRQInvoice. This is important, as it is still looking at the old location.
Perform these steps on all other workstations that you have installed.

The next time you run CCRQInvoice on this computer it will use the new location

" Cannot Open/Create a parameter file" error

If you see an error message similar to the following: (CCRQParmCommon:3,0) Cannot Open/Create a parameter file – there are several possible causes for the problem; Essentially, CCRSoftware programs store a parameter file named CCRQ.XML at a location that you specified (the “common location” or “common folder”). For some reason, either that location cannot be accessed or your Windows user account doesn’t have the proper permissions to access that location.

This location was specified the first time that you ran the CCRSoftware program on this computer. Note that in a multi user environment all users should be sharing this location as this is where we store your “preferences”, and where modified report templates are stored.

The details of the error are found in the Error.PDF file that the program creates – the location of this file is displayed in the error window. You can also find it by scrolling through the “boring technical details” section of the error window, but that may be more difficult to see.

Common Location Doesn’t Exist

The most common error occurs when the location of the file no longer exists. We usually see this when someone has reconfigured their network or workstation, or upgraded the version of Windows. For example, in the screen shot above, the program is looking for the CCRQ.XML file at the location “Z:\”, which is a networked drive. The error is “Could not find a part of the path.” Windows is saying that “Z:\” no longer exists. Another common detail message would the “The network path was not found” without specifying what that path is.

If you are told what the path is, one way to fix this is to recreate the drive mapping to Z:, and make sure it points to the correct shared location. This is the location where the CCRQ.XML file exists.

Another way to fix this is to tell the CCRSoftware product to look at another location. Select Help and then Tech Support, and then Reset Common Location. This will open a window that lets you pick the proper location. Again, you want to pick the location where CCRQ.XML exists.

After you reset the common location you must exit the CCRSoftware product and restart it.

If you are in a multi-user environment and other workstations are running the software correctly, you can use them to determine where the “common location” is. Go to one of those workstations, select Help and then Status, and scroll down to the Common Path line. This is the location where this workstation is looking to store the preference file.

Incorrect User Permissions

CCRSoftware products need the Common Location to be a place where you have read/write/create Windows file permissions. If you don’t have full permissions here, you will get a parameter file error. The Windows error in the error window will refer to user permissions.

The simplest fix for this is to give this user read/write/create file permissions at this location.

If that is not possible, you need to create a folder where all users CAN have that permission, move the CCRQ.XML file and any files with a file type of “repx” from the old location to the new location, and change the “common” location on each installation of the CCRSoftware product to point to that new location (use the Help/Tech Support menu option as shown above).

Resolving the "There is No Disk in the Drive" Error

If you see an error “There is no disk in the drive” when you start CCRQBOM or CCRQInvoice, you have run into a bug that actually is in QuickBooks itself. It is very annoying, and we are not sure why Intuit hasn’t fixed this yet.

Essentially, QuickBooks is doing something that makes Windows search for removable drives on your system, and if one doesn’t have any media in it, you can get this error. This could be a floppy disk drive (remember those?), a removable hard disk drive, or one of those USB multi-card readers (the most common cause).

We aren’t sure why this happens sometimes and not others, and Intuit ignores any comments on this. We have shown them exactly what call in the programming interface that Intuit provides that will cause this problem.

There are several ways to resolve this, as outlined in the article in the Accountex Report blog: Fixing the There is no disk in the drive Error.

The two options that we recommend:

Disable the error message in your Registry: If you are comfortable with doing Windows registry patches, the article we reference above has details on how to make a patch that will stop this error from occurring. There are no side effects that we’ve seen. This is a simple change that takes just moments. Essentially it changes the reporting mechanism in Windows to stop this particular error from displaying that warning message.
Request an updated version of your CCRSoftware product: We have versions of CCRQInvoice and CCRQBOM that will automatically do the equivalent of that patch internally – turn off the warning message. The drawback to this is that these versions have not (at this time) been released into full production, they are pre-release test versions. If you wish to inquire about this, please enter a support ticket through this support system requesting the update, and we will provide you with details.

80040408 and 80040401 Errors

80040408 and 80040401 errors can be frustrating, and are sometimes difficult to resolve. These relate to issues in QuickBooks itself – the programming interface that Intuit provides to us is complaining about a connectivity issue. The problem is on the QuickBooks side of things, not the CCRSoftware side.

Here are some things that you can check to try to resolve these issues:

Make sure that you have the latest revision of your QuickBooks product installed. Older revisions sometimes have problems. If you don’t know what revision you have, press the F2 key while in QuickBooks and look at the info in the “product” line at the top. If you aren’t sure what is current, you can ask in the CCRSoftware support forum. If you use the “Automatic Update” feature in QuickBooks then you should have the current release.
Please make sure that your CCRSoftware product has been authorized to access this QuickBooks company file. Close the CCRSoftware program, open the QB file with the “Admin” user account. Start the CCRSoftware product. If a security window pops up from QuickBooks, make sure that you allow the CCRSoftware product to access the file.
You can check CCRSoftware permission in QuickBooks by opening the QuickBooks file with the Admin account in single-user mode. Select Edit -> Preferences-> Integrated Applications-> Company Preferences, and look for the CCRSoftware product in the list. Confirm that it is listed and that the program has permission to access the file.
If you still have the problem, the next step is to remove the product from that list and then add it back again. Sometimes QuickBooks gets a bit confused. Log in as the Admin user in single user mode. Go to the Edit menu -> Preferences -> Integrated Applications -> Company Preferences tab -> highlight and remove the CCRSoftware program that you are having trouble with. Exit QuickBooks, then open it again with the Admin account. Start the CCRSoftware product – you will be asked if it is OK to allow the file to access the data, and you must enter the proper response.

If this does not work, here are some additional steps that we have found will often work.
With Windows Vista, Windows 7, Windows 8 and Windows 10: If the User Account Control (UAC) is set to “OFF” or to a low level, you will not be able to run most add-on products. Make sure that UAC is enabled properly, reboot your system, and try again.
In some cases QuickBooks gets confused about UAC. Turn it off, reboot your computer, turn it back on, reboot your computer, try the software again. This often resolves the problem.
If your QuickBooks file resides anywhere other than the PUBLIC folder in a network environment or the PRIVATE (Your User Name) folder in a single user environment you will find that many add-on products won’t work.
Both QuickBooks and the CCRSoftware application should have been installed and run with Standard User Permissions (NOT elevated to run as Administrator). If this is not the case, add-on products might not work.

If you still have problems, refer to the article by Sunburst Software Solutions, which goes into more detail and gives you some other things to work with.

If Something Goes Wrong – Providing us with Diagnostic Info

If your CCRSoftware product runs into a problem it can’t resolve, you will get an error window that displays a message describing the error. To be able to quickly diagnose the problem our technical support staff needs detailed information on the problem – here are some tips on how to best get that to us.

Don’t Send Summaries

If an error window like this appears, people often send us a screen shot or a just the first line or two of the error message. , that doesn’t always provide us with all the details that we need. The error window contains some detailed technical information, but it might not all be shown in a screen shot.

A complete copy of the error message, along with all of the technical details, is saved as a PDF file named Error.PDF. This is usually stored in a Computer Consulting Resources folder found in your My Documents folder. Rather than send a screen shot, please locate that PDF file and send that as an attachment to us in a support ticket or a forum posting here.

Note that in some versions of our software this window may have a different appearance, but the basic information is still there.

Greater Technical Detail

In some cases we may need even more technical detail than what is provided in the Error.PDF file. We may ask you to enable a tech support feature and send us additional files. To do this:

Start the CCRSoftware product.
Select the Help menu.
Select the Tech Support option.
Change the Logging option to Verbose.
Select Clear Log to clear out older information.
Run the function that has been causing problems. If you have an option to select data, please select the smallest amount of data possible that will generate the error. If you select a large amount of data to process the log becomes very difficult to analyze.
As soon as the error displays, select the Save Support Files option from the Help/Tech Support menu. DO THIS BEFORE YOU CLICK “Continue” in the error window, because if you do then another error.pdf file may be created which replaces the one we need to see. Note that in some versions of some CCRSoftware products you may have to click the “Continue” button first, to be able to access the Help menu – in this case please select the Save Support Files option as soon as you are able to.If you are working with a situation where an error window doesn’t open, save the support files as soon as the processing has completed.
This will save a number of files to the folder that is displayed on the screen. There will be at least three files, possibly more. Attach ALL of these files to a support ticket in this website.

It is also helpful if you can tell us what operating system you are using and what version/edition/release/nationality of QuickBooks you are using.