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Troubleshooting Updates

If you are not prompted to update, perform the following steps:

  1. Delete the document CQ - Firm Settings, which is typically found in the Customizing for the Firm folder.
    • Make sure to clear out the Recycle Bin to permanently delete the document.
  2. Re-add the CQ - Firm Settings document by selecting Document | New | Document Library.
  3. Change the Source to Financials5CAD/US/IFRS/GASB and then navigate to the Customizing for the Firm folder.
  4. Highlight the CQ - Firm Settings document and then click Add.


  • The update process for a client file will take between 2 - 7 minutes, depending on the client file version and the size of the generated financial statements.
  • As the update runs, it creates a log file in the client folder.
  • If there is a problem with the update, you will need to provide the update log to CaseWare Support (