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Typical install

After receiving a link to download XpandedReports (see download request page), follow the instructions below.

  1. After download, click on XpandedReportsSetup.exe. Typical download location is the desktop.

  2. A screen will come up and guide you through the install procedure.
  3. Read through the license agreement.  If you accept these terms choose the option I accept the terms of the License Agreement and then click on the Next button.
  4. This screen will ask you to choose where to install XpandedReports.  The Default location is in the Program Files.  Click Next.
  5. XpandedReports will now install onto your computer.  This may take several minutes.  The following is that status screen that is displayed during the install process.
  6. XpandedReports requires Java to operate.  During the install, the setup will check for the existence of Java 6 on your computer.  If Java 6 is not present, you will see the following message.
  7. If Java cannot be downloaded and installed, you will see the following message.  XpandedReports will continue to install, but the product will not run correctly.
  8. The XpandedReports Installation is now completed. Click Finish to exit the install. Unless unchecked, XpandedReports will start.
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QuickBooks Integration on Startup

After installing XpandedReports, follow the instructions below.

  1. Start QuickBooks and open the company that you want to run reports.

  2. Start XpandedReports.  The following XpandedReports splash screen is displayed on startup.
  3. XpandedReports attempts to connect to QuickBooks on startup.

  4. If XpandedReports has not been granted access privileges to the QuickBooks company file, the following Integrated Applications screen will be displayed.
  5. Select the Yes, always; allow access  AND  Allow access to personal data.
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Modify QuickBooks Integration

XpandedReports integration can be modified in the QuickBooks Application Integration screen.

  1. [Note: QuickBooks must be in Single-user mode to change Company Preferences. To switch modes, go to the File menu and select Switch to Single-user Mode .]
  2. Go to Edit | Preferences inside of QuickBooks.
  3. Select the Integrated Applications icon on the left.
  4. Select the Company Preferences tab.

  5. Select XpandedReports in the Application list and press the Properties button.
  6. Check the box next to Allow this application to login automatically and make sure the Login As; box shows Admin.

  7. Click OK twice to dismiss both dialog screens
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