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Updating without losing my records

Updates keep your records. Save a backup first for peace of mind.

Steps

  1. Open the program and click Backup (top right). Save the file to a USB drive or another folder.
  2. Quit ClearDesk IQ, including from the system tray.
  3. Run the new installer. Your records are stored separately from the program and stay in place.
  4. Open the program and check Company & settings shows the new version.

Check that it worked

Your customers, jobs and invoices are all there after the update.

Still stuck?

Still stuck after these steps? Open ClearDesk IQ in the Microsoft Store, choose Publisher support, and include the help code shown on screen (for example CSC-APP-001).