Know How to Transfer QuickBooks from Old computer to a new one

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Know How to Move QuickBooks to New Computer?

This article will help move Quickbooks to a new computer. The detailed information is given below.

If you have recently purchased a new computer, you might be thinking about moving QuickBooks software to it. Fortunately, in the latest versions of QuickBooks, there are in-built features to let you import your existing data from other computers. If this is your first time using QuickBooks, then the process is slightly different because you do not need to restore or import already existing company files, but you do need to setup everything else.

You might need to transfer QuickBooks from one computer to another at some point. This might be for a number of reasons, including switching to a new computer, changing out a broken or old computer, or just needing to access QuickBooks on a different device. Whatever your reasons are, it’s critical to understand how to transfer QB correctly so that your company’s financial information and records are protected and your business can continue without interruption.

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In this guide, we’ll walk you through the steps for installing QuickBooks on a new computer and to transfer your existing data. We will go over a variety of transfer techniques, including both manual and built-in QuickBooks techniques. We will also discuss configuring QuickBooks for multi-user access and other initial setup configuration needed to run QB.

Read the rest of the article and go through these steps carefully and you can easily and securely move QuickBooks to a new computer and then quickly get back to running your business.

Download QuickBooks & Install on Your New Computer

First step is obvious, download QuickBooks setup file and then install on your new computer.

Go to QuickBooks/Intuit’s website and get the latest release of the version of QB you have bought the license for.
Double-click the .exe setup file. Accept the license agreement and then continue following the onscreen instructions
When asked for, enter your product and license number
Choose ‘Express’ if you are not using QuickBooks in multi-user mode. Otherwise, choose ‘Custom’ install options
Select Next to start the installation and wait until it is finished

How to Transfer QuickBooks Installed Data to a New Computer

The most convenient approach to migrate QuickBooks and transfer the data is to use Intuit’s tool called the Migrator tool.

However, before using migrator tool, you should know a few important things. Firstly, it is not applicable if you are using QB in multi-user mode. Secondly, it also doesn’t transfer any payroll and payment setup. Thirdly, only last three used company files will be transferred using migrator tool.

Now that you know its limitations, here’s how to use the migrator tool to transfer QuickBooks to a new computer.

Go to QuickBooks on your old computer
Insert your USB flash drive into one of the USP ports
Go to File à Utilities à ‘Move QuickBooks to Another Computer’
Select ‘I’m Ready’ option when prompted
Create a new one-time password as required
Select the USB flash drive and wait until QuickBooks copies the files to the drive
Now go to your new computer and insert the USB flash drive
Open the flash drive and look for the file ‘Move_QuickBoks.bat’ and start it
Enter the password you created above and make a note of it for future references.

Click “Let’s Go”
Wait until the migrator tool to copy all the files and data into the new QuickBooks installation.

How to Move your Company File to a New Computer Manually

You don’t have to use migrator tool if you just want to move your company file. You can also move your company file to a new computer manually.

Before transferring your company file and other data, you need to create a backup file, which can then be used in the new computer for data restoration.

Open QB in your old computer
Go to File menu and select ‘Switch to Single-user mode’ before backing up data.
Go to File menu again and go to back up company to Create Local Backup
Select ‘Local Backup’ and then select ‘Next’
Save the backup to the location of your choice. Use a unique name for the backup file
Click OK and Save it Now and click Next

You need to move this backup company file to a new computer. You can use a flash drive to move the file to a new computer.

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Now you need to restore Backup File in QuickBooks from New Computer:

From your new computer and insert the USB flash drive containing the backup company file
Go to QuickBooks and then go to File menu
Select ‘Open or Restore Company’ or ‘Restore a backup copy’ and Next
Select the backup file from the USB flash drive you have created
Select the location/folder to save the restored company file
Then click ‘Open’
Click ‘Save’

Now that you know how to move the installation files, let’s discuss the configuration required to setup QB in your new computer.

Set Up Automatic Schedule Backups

One of the first things you should do is setup automatic backups.

Open QB on your new computer
Go to Help
Select Update QB Desktop from the Help context menu
Go to ‘Options’ tab
Under automatic updates, select ‘Yes’ to enable auto-downloads of new updates
Click ‘Close’

Sign to Payroll and Payment Services

Since there is no way to automatically migrate your payroll and payment services, you need to do this manually.

To sign in to Payroll and Payment Services in QuickBooks, follow these steps:

1. Open QuickBooks and click on the “Employees” tab.
2. Click on the “Payroll” tab and select “Payroll Services” from the menu.
3. Click on the “Sign In” button.
4. Enter your login credentials (email address and password) and click “Sign In.”

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Once you’ve signed in, you’ll be able to access all of the payroll and payment services, including payroll tax calculations, direct deposit, and employee pay stubs. You’ll also be able to manage your employees’ payroll information, such as their pay rates and tax information.

Migrate Other Additional Files and Information Using Import/Export Tool

QuickBooks allows importing and exporting certain data information such as chart of accounts, notes, vendors, employees, etc. You can also import various kinds of transactional records, such as credit card transactions, vendor bills, refunds, invoices, deposits, and more.

However, if you are thinking of importing everything from the old computer to the new one, it can get hectic and confusing. QuickBooks has a lot of flexibility in ways users can export various kinds of records and information. You can use MS excel, CSV files, IIF files, Web connect files, and even QuickBooks native formats. The downside of this flexibility is that if you want to migrate the entire database, it can get difficult to transfer everything in just one quick swipe.

For this reason, we recommend getting a third-party app or extension available in Intuit’s marketplace. These extension can streamline the whole import/export process and you can avoid manually monitoring various files and formats and their compatibility.

Enter your Registration Details Again in New Computer

After installing QuickBooks in a new computer, you need to login with your Intuit account and enter the registration details to activate the program.

Activating QuickBooks is simple:

Open QuickBooks
Go to Help
Select ‘Activate QuickBooks Desktop’ from the Help context menu
In the Activation window, click on ‘Begin Activation’
Login to your Intuit’s account (provide the email address and password for your Intuit’s account that you used while purchasing QuickBooks registration/license)
Provide the registration information, like email address and Zip code

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Once the process is finished, you will receive the confirmation message that QuickBooks has been successfully registered/activated.

Moving QuickBooks from one computer to another can be a challenging task for those who are not familiar with the process. However, with the right guidance and assistance, it can be done successfully. Professional assistance can be extremely helpful in ensuring that QuickBooks is installed correctly and that any issues or errors are addressed promptly. This can save time and frustration, allowing you to get back to running your business efficiently. If you encounter any issues, or if you find all these steps overwhelming, or if you have questions during the installation process, it’s recommended to seek professional advisor to ensure that QuickBooks is properly set up on your new computer. Call on this number +1-855 738 1472 to get all this done for you by the team of experts, while you focus on your business.

How to Move QuickBooks from One Computer to Another?