How to Transfer Files from Older Version to New Version of QuickBooks

Having an old version of QuickBooks? Wanting to switch to the new version? Wondering how to transfer your data?

Well this is an easy process which can be done through by following simple and easy steps; before starting the process of transferring files make sure you are not doing any work which is unsaved, and know the details of the version, its features, etc., because it might be possible that new version may have some differences in features which can confuse you out. No need to worry as if you are stuck with uses of any new feature, as you can take help from QuickBooks Customer Support Number instantly. Quickbooks has lauched several tools like Quickbooks repair tool, Quickbooks file doctor, Quickbooks tool hub, etc for fixing all the possible errors in Quickbooks, in case you face any issue in Quickbooks you can use any of these tools.

Steps for transferring files:

Creating Backup

● Firstly you will need to attach a removable storage device such as a pen drive or a portable hard disk to your system and make sure it does not carry any kind of viruses.

● Secondly; to transfer files you will need to create a backup of the files that you want to be transferred, for this open the older version of you Quickbooks and select the file you want to make a backup of, right click on the file and choose “Create Backup” option.

[Note- While using Quickbooks you should keep backing up your data from time to time to keep it safe, read about more benefits on Intuit QuickBooks Support.]

● In the backup menu of the file choose the option “Local Backup”; along with this you will have to locate the storage device in the “Location” option where the backup is to be saved and then click on “Next”.

Further; on the new window select the “Save it now” option, once again click on “Next” and then click on “Save”. This will start the backup and it will be finished in minutes depending upon the size of the data file.

Restoring Backup

Before restoring the backup into the newer version of your Quickbooks make sure to remove all the components of the older version from your system. Not sure how to remove QuickBooks completely then take assistance from QuickBooks Tech Support.

● Firstly; insert the removable storage device in which you have stored or created your backup, now open the new version which you have installed on your system.

● In the QuickBooks window go to the “File” menu, and in that choose the “Restore Company” option.

● Now select the “Restore the backup copy” option and then click on “Next”, further you will have to once again locate the location of your backup file and then click on the file.

● Now click on “Open”; after clicking on the file, now click on “Next” and confirm to make a restore of the file in the software and click “Save”.

in case you face issue while creating backup, you can Quickbooks file doctor which will help you in fixing all the data related issues.

The restore process will start; once finished by taking appropriate time, your data from the older version will be successfully transferred and you are good to go.

Well; above are all the steps that you need to follow to transfer your Quickbooks data, and if you have any query feel free to leave a comment or get in touch via QuickBooks Support.

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