How to Transfer QuickBooks to a New Computer, you need to understand the series of activities necessary for you to shift your data and settings without any mistakes. Just follow these simple instructions.
Read: QuickBooks Online Backup
Steps to Transfer QuickBooks to a New Computer
1- Get Your Current QuickBooks Ready
Before you start moving, ensure your QuickBooks installation is ready for transfer.
a- Take a backup of your QuickBooks data
- Open up the QuickBooks application on your current device.
- Select the file then back up the company and click on create local backup from the menu bar.
- Choose local backup and click on next.
- Choose Save it now and click Next.
- Choose where to save the backup file preferably an external hard disk or USB flash drive.
- Click save and wait for the backup process to complete.
b- Collect Necessary Details
- Make sure that you have a record of your QuickBooks product number and license information so that they are accessible when needed.
- You can find this information by pressing F2 in Quickbooks. It will open the Product Information window which contains all the required details about the product version etc;
2- Install New Computer with QuickBooks
a- Download Installer for QuickBooks
- Go to the Intuit website’s page called “QuickBooks Downloads & Updates”
- Select your version of QuickBooks products.
- Download the installer to a new machine.
b- Install Quick Books
- Run the setup file of quick books which was just downloaded by you.
- Follow through with on-screen instructions until installation is completed successfully.
- Enter product name/license when prompted.
3- Move Your Company File To New PC
a- Restore Backup File
- Link External Hard Drive/USB Flash Drive Containing Backed Up QB Files In The New System Open quick books on the new machine.
- Click “File” then the ‘Open or Restore Company’ menu options.
- Pick ‘Restore a backup copy’ followed by “Next”
- Then select Local Backup once more followed by Next.
- Browse the destination folder that contains the saved qb backup file, choose it, and click Open.
- Follow the prompts for restoring your backup file in QuickBooks.
b- Check For The Transfer Of Data
- After a restoration of the backup has been done, check that all the data has been transferred successfully.
- Ensure that all accounts, transactions, and settings are intact.
4- Update QuickBooks Preferences
a- Modify Preference Settings
- Go through the preferences on QuickBooks to make sure they are accurately set on the new machine.
- The preferences can be found under the ‘Edit’ menu and by selecting ‘Preferences’.
b- Re-Link To Bank Account And Services
- Re-link any bank account or service that was linked with QuickBooks from your old computer.
- From the banking tab follow steps to re-establish connection between banks.
Conclusion
If you carefully follow these steps Transfer QuickBooks to a New Computer is quite simple. It involves backing up your data, installing QuickBooks onto the new computer, and restoring your backup.
You must also confirm the correct transfer of all your information before reconfiguring settings and preferences that match those on your old computer. By doing this everything will be in position for you to easily manage financial issues daily using your new PC.
