How to transfer QuickBooks to a New Computer

Are you upgrading to a new computer? Want to transfer your QuickBooks information without any risk of losing work stored on the old system? If yes, this is the article you ought to read.

Whether it’s the new QuickBooks installation or migration of files to the new system, transferring QuickBooks files to the new system requires some distinct steps. It is one of the most common issues organizations face. However, to ensure efficient working of accounting activities proper set of QuickBooks is very critical. There are two different methods to help you move QuickBooks to a new system. In this blog, we’ll show you methods, the first one using the Migrator tool and another manual method of transferring QuickBooks software to the new computer.

Are you upgrading to a new computer? Want to transfer your QuickBooks information without any risk of losing work stored on the old system? If yes, this is the article you ought to read.

But let us first understand, what is QuickBooks?

QuickBooks is a popular accounting software by Intuit. The software is meant to address day to day accounting issues of small and medium-scale organizations. QuickBooks is widely used across the globe for its simplicity and intuitive functions. Currently, this accounting software has more than 4 million business users. Using QuickBooks, companies can automate several functions such as invoice generation, tax payment, and payroll. It can also help pay and accept payments online.

Ways to Transfer QuickBooks to new Computer

Method 1: Manual Transfer of QuickBooks to a New Computer

The manual transfer method involves direct steps, thus, it is comparatively less comprehensive. In this method, the QuickBooks software copy is uninstalled from the old system and is reinstalled on the new system.

Jot down the product and license information of your current QuickBooks installation.
Uninstall the QuickBooks application from the old system.
Next, using your QuickBooks CD or the installation file that you purchased or downloaded reinstall the application on your new computer.
Follow the installation wizard, accept the application license agreement. At this time, you’ll need your product and software license number.
Register QuickBooks on a new computer using your business phone and ZIP code.
Transfer your company documents to the new computer and access them with QuickBooks as you normally would.

Downsides of Manual Transfer Method

The manual transfer of QuickBooks involves steps that may invite some inevitable errors.

Having the right version of QuickBooks Desktop and other application details is very critical for the process.
Add-on services and extensions need resetting.
The printer setting needs to be done manually.
Company documents are transferred through a manual process.
All other tasks such as template setting, report customization need to be performed again.

Method 2: Transfer of QuickBooks to a New Computer Using Migrator Tool

The Migrator tool method will require an internet connection and a USB flash drive with enough storage for copying Quickbooks data.

The steps involved in this process are as given below:

Open QuickBooks on your old computer.
Go to File menu à Utilities à select Move QuickBooks to another computer.
Click I’m Ready, then create a one-time password and wait until all files are copied to flash drive.
Insert USB flash drive into a new computer.
Open the flash drive and launch Move_QuickBooks.bat to start the migrator.
Enter the password and hit Let’s go. Wait for the Migrator tool to finish the transfer.

When the process is completed, migrator files will automatically get deleted from a USB drive.

Downsides of Migrator Tool Method

Although the Migrator tool method has an automated process it requires you to perform some additional steps on the new system.

Multi-user setup will require manual configuration.
Payments and payroll processing will need manual sign up.
The migration tool cannot transfer manual backups.
Company files, plus, three recently opened files, will require a manual transfer.

Important Note:

During these processes, the application may ask you to purchase QuickBooks. Use your license and if does work reach out to the QuickBooks tech support team. To either cancel Quickbooks online membership or resolve software activation issues Call 844-437-2616.

Key Takeaway

Moving your QuickBooks to the new computer doesn’t move your company files. The transfers of these files need manual effort. However, the transfer of QuickBooks application using the aforementioned methods is a breeze for everyone. There are several Migration tools available out there in the market. You can choose any that suits your preferences.

About the author

Cpadesk

CpaDesk Is An Online Accounting Forum/ Community That Brings Accounting Advisors, Students, And Those Who Are Looking For Knowledge And Information.

Spread the word about us. Share if you Like this article 👍.