Want to shift your QuickBooks data to another computer or device? If yes, then you need to follow this article till the end to learn the migration process. The QuickBooks Data Migration to New Computer process can be easily performed with the help of a few easy steps. The procedure requires users to fulfill some prerequisites, like an updated application. You can undertake the QuickBooks Data Migration to New Computer process by using the steps provided below.
If you are unable to perform the migration steps or are facing issues in the process, you can reach out to us at +1-855-738-2784 to get assistance from our team of QB professionals.
Prerequisites before Moving the QuickBooks Company File to a New Computer
If you plan to move your company file to another computer, you need to follow the steps provided below before undertaking the migration process –
- Your QuickBooks Desktop version needs to be updated to the latest release to undertake the migration process.
- You need to transfer the QuickBooks license and registration number from your old PC to the new one.
- Before undertaking the migration process, you need to change the company file name on the old PC to avoid any confusion.
- You also need to update your payroll tax tables to the latest release before you transfer the application to a new PC.
- Lastly, you need to create a company file backup on the old device to avoid any accidental data loss.
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Effective Steps to Transfer QuickBooks Data from One Computer to Another
You can copy QuickBooks company file to another computer by using the steps given below –
- Install QuickBooks on the new PC and switch QuickBooks to the single-user mode to create a company file backup.
- Save the backup file and plug in an external storage device to transfer the data to the new PC.
- Next, open QuickBooks on the new PC to select the Open or Restore Company option from the File section to transfer the data file.
- Open Windows File Manager and go to the QuickBooks folder location to paste the company folder from the external device.
- Next, you can use the IDP tool to restore the QuickBooks data by logging in to the IDP account and retrieving the backup.
- After the backup gets restored, you can use the new file and the main company file and rename the file in the old PC by adding OLD at the end of it.
- Now, to move other reports and custom templates, you need to go to File Explorer and locate the files to copy them and shift them to the new PC.
- If you are unable to transfer the data by using the external storage device or the IDP tool, you can try to use the QuickBooks migrator tool by settings up the credentials and running it.
Conclusion
QuickBooks Data Migration to New Computer process can be easily performed by using the steps given in this article. If there are errors in the conversion step, you can call us at +1-855-738-2784 to get assistance from our technical support team.
Recommended to Read: How to fix QuickBooks Crashing When Opening Company File
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