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How to Transfer QuickBooks to a New Computer: Step-by-Step Guide

  • Writer: Fars Geraldino
    Fars Geraldino
  • 2 days ago
  • 3 min read
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Upgrading your computer or moving to a new workstation? If you're using QuickBooks and want a seamless transition, it's essential to know how to transfer QuickBooks to a new computer safely and correctly. Whether you're using QuickBooks Desktop Pro, Premier, or Enterprise, the process is straightforward if done right.


In this guide, you’ll learn step-by-step how to move QuickBooks, including your company files, to a new system — without losing data or settings.



Why You May Need to Transfer QuickBooks to Another Computer


There are several common reasons to move QuickBooks:


  • Upgrading to a newer computer

  • Replacing a malfunctioning system

  • Migrating to a dedicated accounting workstation

  • Reorganizing office setups


Whatever the reason, following a safe transfer method ensures your QuickBooks data and software remain intact and functional.


Before You Begin: Things You’ll Need


Before you start the transfer, ensure you have the following:


Your QuickBooks license number and product number

Access to your Intuit account (for re-downloading the software)

A USB flash drive (if using QuickBooks’ built-in migration tool)

Backup of your company file (.QBW)

Stable internet connection (if downloading QuickBooks on the new device)


Method 1: Use QuickBooks Migrator Tool (For QuickBooks Desktop 2018 and later)


QuickBooks Desktop includes a built-in Migrator Tool to help transfer QuickBooks along with your company files and settings.


Step 1: On the Old Computer


  1. Open QuickBooks and go to File > Utilities > Move QuickBooks to another computer

  2. Select I’m Ready, then create a one-time password

  3. Insert your USB drive and follow the on-screen steps to copy the files


Step 2: On the New Computer


  1. Plug the USB into the new computer

  2. The Migrator Tool will auto-launch. Enter the password you created

  3. Follow prompts to install QuickBooks and restore your data


This method transfers up to three company files and your last three years of QuickBooks data automatically.



Method 2: Manual Transfer (All Versions)


If you prefer manual steps or are using an older version, here’s how to do it:


Step 1: Uninstall QuickBooks on the Old PC (Optional)


Deactivate or uninstall QuickBooks from your old system if you won't use it there anymore.


Step 2: Install QuickBooks on the New Computer


  1. Visit the QuickBooks Downloads Page

  2. Download the version of QuickBooks you own

  3. Install and enter your license and product number


Step 3: Create a Backup of Your Company File


  1. Open QuickBooks on your old computer

  2. Go to File > Back Up Company > Create Local Backup

  3. Save the backup (.QBB file) to a USB drive or external hard disk


Step 4: Restore the Backup on the New Computer


  1. Insert the USB drive into the new computer

  2. Open QuickBooks > File > Open or Restore Company

  3. Choose Restore a backup copy, then select the .QBB file

  4. Save it in a secure folder on your new system


Post-Transfer Steps


  • Reconnect bank feeds if previously set up

  • Reconfigure any connected apps or third-party integrations

  • Check for updates: Go to Help > Update QuickBooks Desktop

  • Activate QuickBooks if prompted

  • Set up multi-user access again if applicable


Common Mistakes to Avoid


Not backing up your data before the move

Using an outdated installation file

Forgetting to note the license and product keys

Placing the restored file in a temporary folder


Always double-check that your data opens correctly on the new computer before deleting it from the old one.


Need Help? Call QuickBooks Support


Transferring QuickBooks can be smooth—but issues like version mismatches, license errors, or missing files can occur. If you're stuck or unsure, expert help is just a call away.


Call 1-877-419-2575 for immediate QuickBooks support. Our team will guide you through installation, file restoration, and setup on your new system.


Final Thoughts


Learning how to transfer QuickBooks to a new computer is essential when upgrading hardware or reorganizing your workflow. Whether you use the built-in migrator tool or do it manually, always take precautions to back up your data and install the correct software version.

Take your time, follow the steps, and don’t hesitate to reach out to professionals if anything goes wrong. Your financial data is too valuable to risk.



 
 
 

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