If converting a company, before starting, be sure you have made good backups of any company data files you will be converting, then make sure you don’t have the old version of payroll open. If you have a company open in the prior version, you will get an error message that it is being used by another program or that you don’t have permissions.
When you open the “Payroll Company Conversion Wizard”, you will get the following message:
To help manage your important information, CheckMark Payroll needs to create the following directory: (Windows) C:CheckMark – (Mac) /CheckMark. Please do not modify this directory or its contents.
Click OK. The next thing that comes up is a document explaining about the conversion, you can print this and keep a copy handy for your reference. Click “Next” and you should see a list of company names. These will be any companies that were in the “Open Recent” list in your previous verion, the last time you had it open.
You can choose one of these companies to convert or click “Add Company to List” and using the dialog box that comes up, navigate to the company you wish to convert, select the .pr0 file for that company and click Open. At the bottom of the screen, it shows you the company you are converting, the payroll year for that company and the path where the current files reside. Click “Next” and it shows you the Database where it’s saving that company. You can use that default database or Create a new Database to save the files in. You can keep all companies in one database or create a new database for each company. Once you have the database you want, click “Next”. This window is asking you to verify the conversion showing you the company and which database it will be added into. If it’s not what you wanted, click “Back” and make your corrections then move forward. Once you can verify that the company and database are correct, click “Confirm and Convert”. As long as your files are in the current year, it will convert that company and ask you if you want to convert another company or close.
The database that’s automatically created will be for the current year. If you convert files older than that, you should create a separate database for that Payroll Year or whatever year you are working with. If you don’t do that, when the files are converted, it will automatically start a new year for that company in 2011. Your old files are still intact with 2010 information and prior years if you had them, and can be opened with last year’s version of the Payroll program.
If you want to continue converting companies, click on Convert Another Company & repeat the instructions above. If you are ready to move on and use payroll, click Close.
For further instructions, see Converting Old Company Files.