How to Transfer QuickBooks Desktop from Old Computer to New Computer?

Sometimes there is a time when a user is working on QuickBooks software and wants to transfer the QuickBooks from […]

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Sometimes there is a time when a user is working on QuickBooks software and wants to transfer the QuickBooks from the old computer to a new computer. There can be many reasons. It is reasonable to change the system at regular intervals to get your hands on a few stunning functionalities and upgrades. Some reasons for doing this are faster speed, better configuration, more space, and many more.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

After installing the newer or the same version of QuickBooks Desktop on the new computer, then you can transfer a backup of the old system’s company file. Also, continue to track the scheduled payments to vendors, the record of all business income and expenses after the process gets completed, and the rent. This article is about providing a better insight into the process of transferring a QuickBooks desktop to a new computer.

What is the Requirements to Transfer QuickBooks to Another Computer?

Transferring QuickBooks desktop doesn’t need a huge list as they only demand a few things that are mentioned below:

  • You would need to register for the software after the installation and also guarantee that the new system is connected to proper internet services.
  • Keep the QuickBooks software setup file or the software installation disk stored on an external device.
  • You could likewise require an outside stockpiling gadget to store the QuickBooks work area documents.
  • License and product registration details are other significant things that are unquestionable requirements for transferring the software.
  • You should have a USB flash drive with enough free space to hold QuickBooks files.
  • Uninstall the QuickBooks desktop from the old system, after creating a backup of the QuickBooks company files.

Navigating the QuickBooks Desktop Transformation

Make sure you have the following in order to support a successful transformation from QuickBooks Desktop to a new computer:

  • On your new device, register QuickBooks software, and you should have strong internet connectivity
  • The installation disk or setup file for QuickBooks is stored on an external drive
  • Using external storage to store files for QuickBooks Desktop
  • Information on QuickBooks’ license and product registration is available.
  • A USB disk large enough to hold your QuickBooks files
  • With QuickBooks Desktop uninstalled from the old computer, a backup of your QuickBooks company files
  • Using the QuickBooks Migrator Tool to deploy

Step 1: Preparing for the Move

Backup Your QuickBooks Data

Make a backup of your company’s files and other crucial information first. Access QuickBooks by clicking “File” > “Backup.” By following the on-screen directions, save the backup file to a safe location, like an external hard drive or a cloud storage service.

Note Down License Information

Find the product key and license number located with your QuickBooks license. For QuickBooks to be reactivated on your new computer, you will require this information.

Deactivate QuickBooks on the Old Computer

Go to “Help” > “Deactivate QuickBooks Desktop” in QuickBooks after opening it. To deactivate your license on the old computer, follow the on-screen instructions. To make sure that you can activate QuickBooks on the new computer, you must complete this step.

Step 2: Installing QuickBooks on the New Computer

Download the Latest Version

You can download the most recent version of QuickBooks compatible with your operating system by going to the official QuickBooks website.

Install QuickBooks

Run the installer file after the download is finished, then you have to follow the on-screen directions to install QuickBooks on your new computer. Enter your product key and license number to activate the software when prompted.

Step 3: Transferring QuickBooks Data to the New Computer

Transfer the Backup File

Access the cloud storage platform where you saved the QuickBooks backup file by connecting the external hard drive. To make it simple for you to access the backup file, copy it to the new computer’s desktop or documents folder.

Restore the Backup

On the new computer, you have to open QuickBooks and then you have to select “File” > “Open or Restore Company.” Select “Restore a backup copy” and then press “Next.” Select the backup file by navigating to the location where you copied it. To finish the restoration process, you have to follow the on-screen directions.

Verify the Data Transfer

Open your company file when the recovery process is finished and check that all the data is accurate and undamaged, including your transactions, customers, vendors, and accounts. To ensure that everything has migrated properly, conduct a careful review.

Step 4: Reactivating QuickBooks on the New Computer

Activate QuickBooks

To activate your license on the new computer, open QuickBooks and select “Help” > “Activate QuickBooks Desktop“. When asked you have to enter the product key and license number.

Update QuickBooks

If you want to update QuickBooks to the latest version after activation, go to “Help” > “Update QuickBooks Desktop” and follow the directions to download and install any updates that are readily available.

Learn to Move or Reinstall QuickBooks Desktop Files to Another Computer

Some of the quick steps to move or reinstall QuickBooks and its data from your old computer to a new computer:

How to Use the Migrator Tool to Transfer QuickBooks Desktop

The Migrator tool will help you in reinstalling or moving the QuickBooks desktop to another system. With the help of a Migrator tool, it would be performed by carrying out a manual process. The transfer will be processed into two parts. Before starting be sure that you have access to the admin user, as the steps can only be performed if you are using the admin credentials.

Migrator Tool Basics (How does the Migrator Tool Work?)

  • Make a difficult password for unlocking everything copied to the new system. The password is used once and simply by the Migrator tool.
  • Afterward, the tool will copy up the last 3 company files opened to a USB flash drive.
  • Additionally, use the flash drive for moving the files. The Migrator tools handle the remainder of the technical work.
  • With the help of this tool download the right version of QuickBooks desktop to the new system and it will set up with the files.
  • Keep a note that the tool wouldn’t reformat the drive or delete the other files.

Setting up and Using the Migrator Tool in QuickBooks: Step by Step

The steps for the old computer and the new computer are divided into two parts. Let’s have a look at each of the steps one by one:

Step 1: On the old Computer

  • First, download and save the QuickBooks Migrator tools on a USB flash drive.
  • You can download it from the official Intuit website.
  • To the old system plug in the USB drive.
  • Open QuickBooks and then move towards Files>Utilities>Move QuickBooks to another system.
  • After that choose the option that I’m Ready.
Move QuickBooks to Another System
  • QuickBooks will ask you for creating a complex password for securing the company files in the USB flash drive.
  • Remember that it is a one-time password and you will need this password when you plug-ins a USB into the new system.
  • Pay attention to the steps that are visible on-screen, by following these instructions will start the process of copying files.
  • It can take time to process to complete as it mainly depends upon the size of the company files.

Step 2: On the New Computer

  • While you are going to insert the USB drive, the Migrator tool won’t run all alone because of the Windows security protocols and this is the explanation that you want to manually run it.
  • To begin with the Migrator tool, open the flash drive and search for Move_QuickBooks.bat file record and afterward run it.
  • Afterward, enter the One-time password made before and wait for the tool to finish the procedure.
  • QuickBooks Migrator tool file will automatically delete upon the completion of the process and other data in the USB will stay untouched. To keep away from any mess, change the name of the files on the old system
  • You want to head towards the Help tab and click on Register QuickBooks.
Register QuickBooks
  • Enter all important details like Phone number, postal code, and license key for finishing the registration.
License Number and Product Code

QuickBooks Data that Won’t Move along with This Process

There is some data and certain information that you will have to move manually. This information includes:

  • You would need to uninstall Intuit data protect on the old system and afterward sign in it again in the new system.
  • The company files would not get copied.
  • The QuickBooks payroll and Payment service data should be moved manually by signing in to the new system.
  • Multi-user setup information will not get moved on its own and would need to be moved by you to the new system.
  • If you have made a Manual backup, then, at that point, it would need to copy manually.

How to Manually Transfer QuickBooks Desktop from Old Computer to a New Computer

Follow the below steps and know to manually transfer the QuickBooks desktop from Old Computer to a New Computer.

Step 1: How to Create a Backup of the Company Files and QuickBooks License

  • Firstly, create a backup of company files and QuickBooks product license to the external storage device.
Create a Backup of Company Files
Installing-QuickBooks
Restore-the-backup
  • After the successful transfer, you can Uninstall the QuickBooks software.

Step 2: How to Restore the Backup of the Company Files on the New System

  • On the new system install QuickBooks.
  • After installing Insert the Storage Device.
  • Then open QuickBooks and go to the File menu and then choose the Open and Restore Company option.
  • Click on the Restore a Backup Copy and click on Next again.
  • If you want to Restore the Backup from the External Device, then you have to click on the Local Backup option.
Restore-from-Backup
  • After doing this you also have to move toward the backup file that you have created in the old system.
  • For saving the backup file you have to choose the location in the new system.
  • Lastly, click on the Save tab.

Handling Manual Data Transfer

Some information must be manually transferred because it does not migrate automatically. These include:

  • Logging back in on the new system after uninstalling Intuit data protect on the previous one
  • By logging in on the new system, QuickBooks payroll and payment service data must be manually transferred.
  • Information about multi-user setup also requires a manual transfer.
  • You will also need to manually copy any manual backups you have made.

Using the QuickBooks Migrator application, moving QuickBooks Desktop from an outdated computer to a new one can be simple and painless. Follow this thorough manual to experience a smooth transformation while maintaining control over your company’s money.

There is no exact time on how much time it will take to complete the process. As it depends on the internet speed and the size of the company file. By implying all the above steps know about transferring QuickBooks Desktop from Old Computer to New Computer. But in case you are stuck somewhere then you can contact the help desk as they are available all day and night for the users.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions

Can We Put a QuickBooks Desktop on Two Computers?

In case you have purchased a single-user license for a version of QuickBooks, your license qualifies you to install the software on a total of two PCs, given that you own the two systems. By doing installations on two computers it enables you to work at your office on one system and proceed with your work at home on another computer.

How to Activate QuickBooks on a New Computer?

● Firstly, from your old computer go to File.
● Then choose Utilities and then click on Move QuickBooks to another computer.
● Once it is completed, click on I’m Ready.
● After that, create a one-time password that the system asks you.
● Then copy the file and follow the instructions that are visible on the screen.
● After completing the above steps, click on ok.

How to Find the QuickBooks License Number?

● Firstly, click on the company tab and select your company from the dropdown menu.
● You can see on the right side under manage Your Account.
● Here you will see your license number along with the product key.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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