Easy Way to Transfer Quickbooks to a New Computer

When a user is working on QuickBooks software, there comes a time when you want to transfer the QuickBooks to a new computer. A user can easily use the tool called migration tool to transfer QuickBooks software to his new computer. When a user transfers this, one should follow the below-mentioned steps to transfer the Quickbooks.

Requirements for Transferring QuickBooks to a New  Computer

There are some requirements you should know before you begin to transfer your QuickBooks software to the new computer.

1. Keep your QuickBooks license number and product key information with you.

2. Make sure that you have a USB flash drive with enough storage for QuickBooks files.

3. A good and reliable internet connection is a must.

4. Keep backup of QuickBooks company files.

How to Transfer QuickBooks to a New Computer?

QuickBooks can be transferred to a new computer from an old computer using different methods. Let’s understand one by one.

Through QuickBooks Migration Tool

The most simple and effective method to transfer QuickBooks to a new computer is using the QuickBooks Migration Tool. It is used for QuickBooks Desktop 2018 and newer versions.

Before you start the transfer process directly, you should know about the basics of the migration tool & how the migration tool works.

• Firstly, you have to create a complex password for unlocking everything that is copied to the new PC. The password is used once by the migration tool.
• After that, the tool will copy up to the last 3 company files opened to a USB drive.
• You will also have to use the USB drive for moving the files, and the rest of the technical work would be carried out by the migration tool.
• The migration tool will download the correct version of QuickBooks software to the new PC and will set it up with the files.
• Remember that the tool wouldn’t reformat the drive of other files.

Since users ask how to transfer QuickBooks to a new computer without a CD. So for that, users will have to perform the below-mentioned steps to transfer QuickBooks from an old computer to a new computer.

You should follow these steps on your old PC

1. Firstly, insert the USB drive into your old computer and then run QuickBooks Desktop.
2. Now, Click the File section from the menu bar.
3. Thereafter, choose Utilities and select Move QuickBooks to another computer.
4. Now, Click on “I am Ready” and then create the password.
5. Lastly, Select “USB Drive” and let the data be copied.

After you copy the QuickBooks data to your USB drive, open QuickBooks & follow these below-mentioned steps on your new PC.

1. Insert your USB drive into your new PC.
2. Now, Launch “This PC” and access your inserted USB drive.
3. Thereafter, Run the “Move_QuickBooks.bat” file.
4. Now, Enter the password that you created on your old PC.
5. Finally, Select “Let’s go”.

Copying Data via QuickBooks Migration Tool

All required data for QuickBooks Desktop operation gets copied. But still, certain data is not copied due to Intuit’s protection policy.

List of the data that gets copied through QuickBooks Migration Tool

• Forms and custom template
• Memorized reports and Schedule.
• QuickBooks templates and letters.
• Local attachments.
• Spell Checker.
• Business Planner and Printer Setting.
• Loan Manager and Cash Flow Projector.
• Advanced reports.
• Statement writer.

The QuickBooks Migration Tools exclude copying the following data

• Payments and payroll services.
• The setting of Intuit Data Protect.
• Files that were not opened recently.
• Backups that are created by the user manually.

Transferring QuickBooks to a New Computer Manually

Following are the steps to transfer QuickBooks software to a new PC manually.

Step 1  Create Backup on your old PC 

The first step is creating a backup of QuickBooks from your old PC. For that follow these below-mentioned steps.

1. Connect a USB drive to your Old PC.

2. Launch the QuickBooks on your old PC.

3. Select the File menu to choose the Create Backup option.

4. Tap on Local Backup and Options.

5. Choose the storage device then click Next.

6. Now, click Save it Now and after that click Next.

7. Click the option Save and your backup file will be created. 

Step 2  Delete or Uninstall QuickBooks from your old PC 

1. Firstly, Go to the Control Panel.

2. Now, go to the Program Features.

3. Thereafter, select QuickBooks.

4. And then select Uninstall.

5. Click on the Remove option and then click on the Next option.

6. Lastly, Finish the uninstallation process.

Step 3  For Installing QuickBooks to the new PC 

After the second step of uninstallation, you will have to install QuickBooks on your New PC.

1. First of all, you will have to download QuickBooks to a new computer.

2. Thereafter, Install Quickbooks and then launch it.

3. Lastly, activate QuickBooks using the product number and license key.

Step 4  For Restoring the Backup on Your New Computer

 

After the installation of QuickBooks, the final step to transfer QuickBooks to a new computer is to restore the backup. So for that, you should follow the below-mentioned steps.

1. Insert the USB drive into your new computer.

2. Launch QuickBooks Desktop.

3. Also, click on File in the menu bar.
4. Now Choose the option of the Restore company.

5. Click on Restore a Backup and then click Next.

6. Select Local Backup.

7. Give the location to your USB drive.

8. Choose your QuickBooks backup file.

9. Thereafter, confirm for restoring the backup files.

10. Lastly, click Save to start restoring.

Summing Up!

Have you applied all of the above-mentioned steps in the right way? Well, if yes then you are good to go and start using your QuickBooks software on the new PC. We hope that we can make you understand and you can follow the steps.