Easy Guide to Transfer QuickBooks To New Computer

Most of the users end up with a situation where they would want to transfer QuickBooks to a new computer along with the license. Maybe because your old system crashed or you just want an upgraded one. However, it’s not a complex process to install QuickBooks on a new computer. But first, you should know the QuickBooks migration process to avoid several issues while performing the transfer process. Well, you must go through the detailed process mentioned ahead. But before that, you must take into account the requirements of moving the QuickBooks Desktop to the other computer.

Are you looking for expert help to assist you in reinstalling QuickBooks Desktop to another computer? If yes, then you must get in touch with our experts by dialing our Helpline Number +1(855)-955-1942.

Basic Requirements To Transfer Quickbooks From Old Computer To New

There are certain requirements that you must take into consideration before you begin to transfer QuickBooks to a new computer:

• You need to ensure that the computer on which you want to install QuickBooks Desktop is having a stable internet connection as you have to register the product after installing it.
• Always keep the License and Product registration information handy before you transfer QuickBooks to new computer.
• You would require a USB storage device or an external hard disk (between 150 and 250 MB)to move your company file from your old computer to a new one.
• Don’t forget to remove the QuickBooks Desktop application from the first computer.
• Always keep a backup of your QuickBooks company file when you move QuickBooks to new computer.
• You may also require a QuickBooks Desktop installation disk or the setup file on an external storage device.

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Here Is How to Move Quickbooks File To Another Computer

Well, there are two ways following which you can transfer QuickBooks to a new computer. These include:

1. By using the QuickBooks Migrator tool
2. Without the QuickBooks Migrator tool (i.e. manually)

A: Move QuickBooks to New Computer using QuickBooks Migrator tool

The Migrator tool will copy up to the last three company files to a USB flash drive. The detailed steps to transfer QuickBooks to the new computer through the Migrator tool have been listed below.

Note: You need to know that you have to be the Company Admin for using the Migrator Tool. However, if you’re using a US version of QuickBooks Desktop 2018 or newer as a single user, you can use the Migrator Tool to move QuickBooks Desktop and up to three company files to another computer.

Step 1: Action to Perform On the old Computer

• Open the QuickBooks application and go to the File menu.
• From there, click on Utilities, and then select Move QuickBooks to another computer.
• After that, click on I’m Ready.

• Further, you have to create a one-time password.
• Lastly, follow the instructions that appear on your screen to choose the USB flash drive that you will use during the transfer process. Then, wait until all your company files are copied.

Step 2: Action to Perform On the New Computer

Once you have completed the transfer process on the old computer, register QuickBooks on the new computer. Moreover, you also have to insert the flash drive that you used earlier to copy the data. Further, you may follow the below-mentioned steps to transfer QuickBooks to new computer.

• Firstly, you need to insert the USB flash drive However, the migratory tool won’t open automatically because of Windows security restrictions.
• Further, open the flash drive to view its files and double-click the file Move_QuickBooks.bat to start the migrator.
• When prompted, enter the password that you created earlier. And then, click on Let’s go.
• Wait for the Migrator Tool to finish the transfer process. However, the time may vary depending on the size of your company file and the speed of your computer and internet.

Note: If due to any reason, the migrator fails to open after selecting and running the file, then, you have to update the version of Windows 10.

• Once done, the migrator tool will remove the QuickBooks files from your USB flash drive automatically. However, the files will still be stored on the old computer. But, we suggest you change the name of the files stored on the old computer to avoid any confusion that might happen in the future due to similar names.

B: Install QuickBooks to Another Computer Manually(Without the Tool)

There might be several reasons which you wouldn’t want to use the QuickBooks Migrator Tool to transfer QuickBooks to new computer. Well, if that’s so, you can still move QuickBooks Desktop to another computer manually. However, for that, you need to register the QuickBooks application separately and then also move your QuickBooks data. Follow the below-given steps for doing so:

• Make sure to keep your product and license information handy.
• Before you try to reinstall the QuickBooks application, don’t forget to uninstall the existing one.
• Download the installation files or insert the CD on the workstation where you want to install the QuickBooks Desktop application.
• At last, normally install QuickBooks Desktop as you used to do.

What Gets Copied When I Reinstall QuickBooks Desktop To Another Computer?

You might be thinking about what data gets copied when you transfer QuickBooks to a new computer. Well, if that’s so, then you need to know that all the data that you need to run the QuickBooks Desktop application on your new computer gets copied. Moreover, Don’t delete any data from the old computer. However, below we have all the items that get copied when :

• QuickBooks Desktop details (including the version and all the other details that needs to install QuickBooks Desktop on your new computer.)
• Recent company files: up to the last three company files that you opened on the old computer, including sample files.
• Related files, custom templates & forms
• QuickBooks letters and templates
• Scheduled and memorized reports
• Local attachments
• Printer Setting (PrintEng.ini, wpr.ini, and QBPrint.qbp)
• Spell Checker (spell.ini and UserDictionary.tlx)
• Financial Statement Designer (FSD clients)
• Financial Statement Designer (FSD data)
• Cash Flow Projector (.cfp)
• Business Planner (.bpw)
• Loan Manager (.lmr)
• Statement writer (for QuickBooks Accountant)
• Advanced reports (for QuickBooks Enterprise)

Things QB Migrator Tool won’t Copy:

However, there are various configurations and protocols as well that are not copied automatically when you transfer QuickBooks to a new computer due to security reasons. To help you get aware of all these, below we have listed all such items:

• Backup files: You won’t be able to copy any manual backups that you have created in the past.
• Older Company Files: Only the three most recently opened company files are copied by QuickBooks. Therefore, if you haven’t opened any company file, it won’t be copied. Thus, you need to move manually or restore such files from Intuit Data Protect.
• Intuit Data Protect: You have to first uninstall it on the old computer, sign in again on the new computer and continue to the setup process. However, you still can avail of the previous backups.
• Payroll & payment setup: If you have set up payroll or payments services on your old computer, then, again sign-in on the new computer to make sure that your data is secure.
• Multi-user setup: You won’t be able to copy the configuration to your new computer if you’re using QuickBooks Desktop in a multi-user setup.

What To Do After You Transfer QuickBooks To Another New Computer?

As said above, the migratory tool isn’t able to copy some data of yours, thus, there are some additional steps that you might have to follow to get up and running on the new computer. However, once you transfer QuickBooks to a new computer, you have to configure various settings in the new computer manually. Along with that, you also have to copy a few items manually from the old computer to the new one. Below we have listed all the items that you have to configure and move manually:

• Sign in to your payroll and payment services as you might have to reconfigure the details again.
• Sign in to Intuit Data Protect (IDP) and set up your backup schedule.
• You must know that QuickBooks only transfers three recently opened company files, thus, if you’re having any additional company files on your old computer, move them manually to the new computer.
• Make sure to create a backup of your data again on the new computer.

By this time, you must have completely moved your company file from your old computer to your new computer. However, there might be certain questions going around in your mind. Below we have tried to provide an answer to all such questions:

Common Queries On Transferring QuickBooks Data To A New PC

1. What would be the scenario if I don’t have my CD? 
   • If you need the installation files but you don’t have your license and product number, then, in that case, you have to download your QuickBooks version. 
2. What would happen to my QuickBooks company files?
   • If you Move your QuickBooks installation, it doesn’t move your company files. However, the files will be copied to the new location separately. Thus, you can open your company files with the reinstalled copy of QuickBooks as you normally would.
3. Do I need to register QuickBooks after I reinstall or move it?
   • Yes, you will have to register again if you want to move your installation to another computer. To do so, you may follow the below-given steps:
     1. Firstly, Go to Help and (to start the process) Click on Register QuickBooks.
     2. Once you have entered the required information, the registration status of your copy of QuickBooks is detected by intuit and records it for the new computer.
4. What if I don’t have my license and product numbers?
   • If you’re not aware of the license and product number of your QuickBooks desktop, then you may follow the below-given steps:
   • QuickBooks Desktop (Pro, Premier, or Enterprise):
     1. Open the QuickBooks Desktop application and press the F2 key.
     2. It will open up the Product Information window. You can search for your product name, product number, and license number there.
     3. Your release would be mentioned at the end of the product name.
     4. To find your version, go to the Version Used on File section. The list is sorted by date (oldest version at the top and the most recent at the bottom).

Need Help Moving QB To Another System

Through this article, we have tried to explain to you the detailed process to Reinstall QuickBooks to new computer. You would be able to perform the transfer process easier by following the above-mentioned steps. However, if you come across any issue while following the above-listed process, we would suggest you get in touch with our experts by giving us a call on QuickBooks Data Service Solutions helpline number +1(855)-955-1942. Our team is available round the clock to resolve your issues.

Transferring QB to Another System FAQs 

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