FarmBooks Installation & Setup Guide

Steps for Installation

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The instructions below will guide you through the installation of FarmBooks Accounting Software.

Before You Begin - choose to run as a Trial or Register

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When installing FarmBooks for the first time, users can choose to run the program on a trial basis using the existing demo database or enter their Registration Number to create a new database.

Registered users have already purchased a FarmBooks Registration Number and may create a new farm database to customize. Users planning to run the product as a trial will need to use the sample demo farm database in order to use the product.

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Step 1:

You should have received an email containing a secure link to download FarmBooks. Please download the file and run the setup to install the program.

Note: If you have not received the email please ensure that you have either requested a free trial or purchased the program. You may also contact FarmBooks Support.

Step 2:

After the program is installed look for the FarmBooks icon on your Desktop. Double-click to open.

FarmBooks icon

Step 3:

With FarmBooks installed on your system, you now have two options:

  • Option 1: Run a free trial of the program by opening the FarmBooks demo farm.
  • Option 2: If you have purchased a registered version, enter your registration # and create your first farm.

Steps to Run FarmBooks Free Trial

1. After double-clicking on the FarmBooks icon on your desktop, FarmBooks will load. Once the program is fully loaded, click on File: Open Farm.

2. Click the + sign next to FarmBooks Demo Farm and then the radio button next to the calendar year. Once completed, click Open.
FarmBooks window showing open demo farm option selected

3. Note that now there are tabs for you to view and manage the demo farm.

4. You now have a fully functioning version of FarmBooks to use. You have no obligation to pay, but after you enter 30 transactions you will need to purchase a FarmBooks Registration Key to create a new database for your farm data.

Steps to Register FarmBooks and Create Your First Farm

1. After double-clicking on the FarmBooks icon on your desktop, FarmBooks will load. Once the program is fully loaded, click on File: New Farm.

2. The New Farm Wizard will load – click Next.
FarmBooks New Farm Wizard start screen

3. Enter the Farm Number, your Farm Name and your Registration Key and then click Next.
Note: Your Farm Number and Farm Number are provided by Sanders Software in your purchase materials.
FarmBooks New Farm Wizard window: Step 1 Enter Farm Registration Key

4. Enter your Tax ID number (if known) and your Fiscal Year Start date (generally your fiscal period is the same as the calendar year) and then click Next.
FarmBooks New Farm Wizard window: Step 2 Enter Farm Tax Information

5. Enter your contact information and click Next.
FarmBooks New Farm Wizard window: Step 3 Enter Farm Contact Information

6. Click Finish and FarmBooks will create your farm (this will create a database as a subfolder to FarmBooks).
FarmBooks New Farm Wizard Finished screen

7. Once completed, click OK.
FarmBooks New Farm Wizard End screen showing Process Complete message

8. Now open your farm by clicking File: Open Farm.

9. Click the + sign next to your farm, then the radio button next to the calendar year and then click Open.

10. The final step is to define a bank account to allow you to start entering your data. Click on Setup: Bank Accounts.

11. When the Bank Accounts window opens, click Add.
FarmBooks window showing Add Bank Accounts menu option selected

12. Enter the Bank Code, Bank Name and Beginning Balance and click Add. (The Bank Code is a five character code and is something that you determine. If you don’t know the Bank Balance at this time, you can come back and update this information at a later date).

13. Once completed, you can close out of the Bank Accounts window and begin entering transactions into FarmBooks.