Thinking about upgrading to a new computer? Regardless of your business’s industry, you’ll probably need a computer to perform certain tasks. You can use it to manage your customers/clients, send emails, perform research, keep track of expenses and revenue, and more. Eventually, however, you’ll need to replace your computer. Assuming you have Quickbooks installed on your old computer, it’s important to transfer your files over to your new computer, which is something that we’re going to discuss in this blog post.
Create a Backup of Your Computer File
It’s always a good idea to create a backup copy of your Quickbooks company file just in case something goes wrong. If your data becomes corrupt or otherwise malfunctions, you can rest assured knowing that your sensitive and critical information is safe and secured in a backup copy. Follow the steps listed on Intuit’s website to create a backup of your company file.
Restore Backup on New Computer
After creating a backup of your Quickbooks company file, you should transfer it over to your new computer. You can do this in one of several ways, including emailing the file to yourself and opening the email on your new computer; using a USB flash drive, CD/DVD; or external hard drive. Once transferred to your new computer, go ahead and install Quickbooks (the same version as installed on your old computer). Next, restore the backup file on your new computer, after which you can uninstall Quickbooks from your old computer.
Other Tips for Transferring Quickbooks to a New Computer:
- Be sure to rename your Quickbooks company file so you don’t install an older version.
- When using payroll, download the most recent tax table after transferring the company file to your new computer.
- Do not attempt to overwrite a company file. Intuit recommends renaming it before you restore a copy, as discussed above.
- While transactions and other company information is transferred during a backup, information from add-ons such as Fixed Asset Manager are not transferred. Therefore, you’ll need to move them separately when upgrading to a new computer.
- If you run into any problems, try running the Quickbooks File Doctor tool. It’s able to catch and resolve many common problems associated with transferring your company file to a new computer.
Did this tutorial work for you? Let us know in the comments section below!