So you just got a new PC (or will be getting one soon). Congratulations!
And now the question arises - "How do I transfer my QuickBooks to the new computer?"
Good news - the process is not hard at all. Here's how...
HOW TO SET UP QUICKBOOKS ON YOUR NEW COMPUTER
Remember, there are two pieces that work together to form your QuickBooks setup:
- The QuickBooks software application (program)
- Your QuickBooks data file
Take your QuickBooks CD (or the installation file if you chose the download option when you purchased QuickBooks) and install it on the new computer. Follow the prompts found in the installation wizard, and complete the process.
Be sure to pay careful attention to the prompt that talks about downloading product updates - you'll want to do that also as part of the installation of the QuickBooks program on your new computer.
ALERT: If you are trying to use an older version of QuickBooks software on your new computer, it may NOT work. Keep in mind that only QuickBooks 2010 and newer versions will run and are supported on Windows 7. Don't even bother trying to get an older version to work - you will want to purchase an upgrade to your QuickBooks software first.
Now that the QuickBooks program has been installed and updated, go back to your old computer.
Open QuickBooks on it.
Click File (in the menu bar) > Open Previous Company. This will tell you exactly where you QuickBooks data file is located. Make note of the EXACT name of the file as it is listed.
Navigate to that location and copy the file to a flash drive. Take the flash drive and plug it in to your new computer. Make a new folder on your computer called QuickBooks Data (or other name of your choosing) and copy the file from your flash drive to this new folder.
Finally, open QuickBooks. Click File > Open or Restore Company and locate the new file you created above and you're back in business.
SUGGESTION: If the description above is too technical for you, grab the closest teenager you can find. They'll have it done in a minute or less.
Once you are done with both steps above, you are ready to dig in and use QuickBooks on your new computer! From that point on, don't put any QuickBooks information in your old computer, since the new one will not know anything about it.