Download/Install Cashbook

IMPORTANT: We recommend that closing any Practical Systems software that is currently opened

Step 1: Website

Go to the Practical Systems website via your web browser; or click on the following link: www.practicalsystems.com.au

Step 2: Client Downloads

Once on the Practical System website, select Client Support
Client Downloads

Step 3: Client Login

This will take you to the Client Login page
- Enter your Client ID - Practical Systems will have given you this
- Enter your Password - This is your first name. These are not case-sensitive
- Click on the Login button
- If you have forgotten your password, it can be reset using the Forgotten your login details? link underneath the login button or by contacting Practical Systems on 1800 624 688

Step 4: Download

Once the Software Downloads page has loaded click on the download link which is located below the relevant PS Cashbook icon.
- Cashbook Platinum. e.g. PS Cashbook Platinum V2020.2.1.6
- Cashbook Connect. e.g. PS Cashbook Connect V2020.1.1.5

Step 5: Save/Run Installation

The requested installation software will now download onto the computer
NOTE: This process will differ slightly depending upon which internet browser you use, which version of Windows your computer is operating on and perhaps on which anti-virus software you are utilising
If prompted with an option to Save File, select that option. This will save the software to the downloads folder of the computer
If only prompted to Run, click the relevant button to continue

NOTE: If after saving the file, you are not prompted to Run the installation, go to your internet downloads folder and double-click on the relevant download to continue the installation/upgrade process.

Step 6: Install

Follow the prompts and select the appropriate options to install the software
Select Yes if asked 'Do you want to allow the following program to make changes to this computer?'
Follow prompts as follows:

Step 7: Open Cashbook

Once the software has been installed, you have clicked Finish and exit the installation window, you will be able to open Cashbook and begin setting it up for use
Double click on the Cashbook icon on the desktop to open Cashbook

For details on how to set up a new company, click on on of the following links:
- Cashbook Connect please click on the following link: https://support.practicalsystems.com.au/Problems?id=930
- Cashbook Platinum please click on the following link: https://support.practicalsystems.com.au/Problems?id=802

Article ID 4322