If you need to upgrade your computer, you must copy QuickBooks to the new hard drive. This is often a time-consuming and crucial procedure. However, as more recent versions of the system become available every few years, it makes sense to upgrade at that time to take advantage of their superior features and improvements. Better configuration, faster speed, and more space may all have played a role in this selection.
You can restore your company file from a backup by installing a newer or identical version of QuickBooks on the new computer. After this, you should keep tabs on when bills need to be paid and the amount of money coming in and going out of your firm. This blog aims to shed light on how to copy QuickBooks desktop to a new machine.
Requirements for Moving QuickBooks to a New Computer
There isn’t a long list of things you need to do to move your QuickBooks desktop to a new computer. Just the fundamentals, which we’ve outlined below.
- It’s possible that after installing the software, you’ll need to create an account and confirm that the new computer is connected to the internet.
- It is recommended to back up your QuickBooks company files before removing the QuickBooks desktop from the previous machine.
- Remember to keep the disc or download the file for QuickBooks. Instead, keep them in a safe place.
- Information on the software’s license and product registration is also required.
- The QuickBooks desktop files may also need to be stored on an external device.
- You’ll need a USB device with adequate storage space to accommodate the QuickBooks files you’ll be transferring.
Migrator Tool from QuickBooks
QuickBooks’ migrator tool is a QuickBooks transfer program. If you aren’t logged in as an Admin user, you won’t have access to this feature. You’ll need to think of a complicated password or write it down somewhere secure.
The migration utility will let you save up to three sets of company files and their accompanying documentation on a USB flash drive. The data will be physically transferred using a pen drive, while the migratory tool handles the technical details in the background. In addition to assisting with file setup, the program can download the appropriate version of QuickBooks Desktop to the new computer.
Read also: Track your Cash Flow in QuickBooks Desktop
Ways Transferring QuickBooks to a New System
Here are the speedy procedures for transferring QuickBooks and its data from an older computer to a newer one:
First, convert your QuickBooks Desktop data with the Migrator Tool.
You can use the migrator application or execute the process manually if you need to reinstall QuickBooks desktop or transfer it to a new computer. For your convenience, we have broken down the transfer procedure into two distinct phases. Be sure to have access to the admin account before proceeding, as these actions need the usage of the admin password and username.
Note that you must have Company Admin privileges to access the Migrator Tool. Take your time with first learning the fundamentals of the migrator tool. The migrator operates as follows:
- To access the files transferred to the new computer, you must create a strong password. The migrator utility simply needs to enter the password once. You should also write the password somewhere safe, so you don’t forget it.
- After a while, the program will save USB copies of the most recent three business files you’ve accessed.
- Transfer the files using the flash drive. The remaining technical tasks are completed by the Migrator tool.
- After selecting the appropriate QuickBooks desktop version, the utility will download and install it on the target machine, complete with all of the user’s data.
- It’s important to remember that the program did not format the drive or delete any other data on the device.
Directions for Installing and Running QuickBooks’s Migrator Tool
Now that you’re familiar with the fundamentals of the migrator tool and other pertinent details, you may launch the procedures for establishing and utilizing the tool in QuickBooks. The procedures can be broken down into two parts. Those about the old computer and those about the new one. Let’s have a look at each stage individually:
Using the old machine
- To get started, get the QuickBooks Migrator tools and store them on a flash drive. Also, it’s a breeze to get it from the intuit website.
- Connect the USB drive to the outdated computer later.
- Launch QuickBooks, then select “I’m Ready” from the “Move QuickBooks to another system” menu.
- QuickBooks will also need the following information: Make an elaborate password for the company’s USB device. This one-time password will be necessary the first time you connect a USB device to the new system. Remember the password, so you don’t have to keep entering it.
- Follow the on-screen prompts to begin the file-copying procedure.
- This procedure could take some time to finish, mainly depending on the number of the business’s files. The typical size of a company’s files is between 150 and 250 MB.
Using the New PC
The Windows security procedures prevent the migrator utility from automatically starting when you insert the USB disc, so you’ll need to launch it yourself.
- The first step in using the mover program is to launch the Move QuickBooks.bat file from the flash drive.
- To finish the process, input the One-time password you generated.
- The file containing the QuickBooks migration program will be deleted immediately once the transfer is complete. Other information stored in the USB drive will not be affected. Files on the previous system can be renamed to eliminate confusion by doing.
- And then, under the Help menu, select Register QuickBooks.
- To finish the registration, please enter your phone number, address, and license key.
- Data that can’t go through this procedure
- Some data and information may require manual transfer.
- You may need to sign out of Intuit data protection on the old machine before using it on the new one.
- The company’s files will be copied only if they’re among the three most recently accessed.
- Manually logging into the new system will be required to transfer the QuickBooks payroll and Payment service data.
- You will have to transfer any multi-user configuration data to the new system manually.
- Copying a Manual backup requires manual effort if you initially produced it.
How to Move QuickBooks Desktop Manually
To relocate all of their QuickBooks data at once, users can manually transfer QuickBooks from their old computer to their new one. The procedures that make up these processes are as follows:
- You should make a copy of your company’s files and QuickBooks license.
- Make sure your company’s data and QuickBooks license are safe by backing them up to a removable drive.
- Transfer the most recent version of QuickBooks to the computer.
- Simply retrieve the backup file and run it on the new computer to return it to its previous state.
- After the data has been successfully transferred, you can uninstall QuickBooks.
- The next step is to load the company’s old backup into the new system.
- Get QuickBooks set up on the new computer.
- Then, put the memory card in.
- Launch QuickBooks, click the File menu, and select Open and restore company.
- Select Restore a backup copy, and then Next.
- Select Local backup and navigate to the backup file you made on the old machine to restore the backup from the external device.
- Next, select a folder on the new computer to save the backup file and click the Save button.
We have seen above the Methods of transferring QuickBooks to a new system. However, there comes a time in every QuickBooks user’s career when he needs to move his data from one machine to another. If you’re using the US version of QuickBooks Desktop and have no more than three data files to move, the migrator tool is a simple and effective way to get your data where it needs to go.