One Click Upgrade

One click upgrade is the main way to upgrade your existing returns and the Tabular main workbook. It is used to update the database with new data like new validations, formulas, XBRL changes etc.. and also change some of the supporting files including the QRT templates. Usually an upgrade zip file will be provided with every new version of the system, but it may also be given to you by the support to fix a specific issue you are having with Tabular. When download the zip file make sure you first right click on it, go to properties and unblock it(same as in the screenshot in this thread.

Before updating

If there is a Tabular application update specified in the release email, make sure you install that before running the data update

How to upgrade:

1. Make sure all users are logged out of Tabular and have closed the return workbooks as a file might get blocked and the upgrade fail.
2. In order to have access to the one click upgrade feature, you should open the main Tabular workbook and log with the Administrator user. The feature is disabled for all other users and for specific returns.
3. Select from the ribbon System Admin -> One Click Upgrade
   
4. In the dialogue that shows select the upgrade file and click the Upgrade button. The process will take some time(2 to 10 mins) depending on the speed of the machine and the size of the upgrade. Let it finish until you get the success message, then restart Excel to finalize the upgrade.

Troubleshooting

Don’t interrupt the process as this might lead to corrupted database files. If experience an error during the process and upgrade doesn’t complete with a success message, please contact our support and they will assist you in recovering the database to its initial state from the back-up created automatically before the upgrade.