What are the Steps for Moving Quicken to a New Computer?

 One of the biggest blockers for people upgrading/changing their systems is how to move data. There are a lot of elements that carry certain relevance, some more than others. However, financial data on applications like Quicken are a different ball game altogether. Thankfully, Moving Quicken to a new computer is pretty convenient. How to do it, and what will be the best way forward, it’s time to find out.

 

Things to do Before your Transfer Quicken to New Computer

·         Firstly, remember that keeping a backup is always a smart decision. It prevents the user from unforeseen errors that might mess up data;

·         Installing Quicken on the new system is convenient, however, there is no need to buy it again;

 

Steps for Moving Quicken to a New Computer

Once done with the previous two, time to move on to the next section. Now it is time to understand the procedure of moving Quicken to a new system. Follow carefully, and if things go wrong, well there is a backup after all.

 

Method 1: Using an External Device

1.     First, plugin the device/drive on the old computer. Here create another backup of your data on the external device;

2.     To create this, go through File > Backup and Restore > Backup Quicken File;

3.     Do rename it with the date as an indicator to prevent any confusion;

4.     Next, launch Quicken on the new system. Now it is time to log in to Quicken on the new computer. Make sure you use the same login ID and password. This will not require any payment since you already have a subscription;

5.     Once it opens, navigate through File > Restore from Backup File…> Browse…;

6.     From the Browse… window, look for the external drive and then choose the backup file;

7.     After the selection is made, click on Restore to begin the process.

 

Method 2: Using an Online Drive like Dropbox

1.     First, log in to the online drive and create another backup of your data on the external device. Alternatively, you can also paste the backup file on the online drive;s

2.     To create a backup, use File > Backup and Restore > Backup Quicken File;

3.     After this, download the file from the online drive on the new computer;

4.     Next, launch Quicken on the new system and log in using the same ID and password;

5.     Once it opens, navigate through File > Restore from Backup File…> Browse…;

6.     From the Browse… window, look for the online drive or the downloaded file;

7.     Next, choose the backup file and click on Restore to begin the process.

 

Bonus Method: Moving Quicken on Mac Systems

For Mac, the best way forward is to create an online backup. It can be done on GDrive, Dropbox, or iCloud;

1.     After this, download and install the same Quicken version on the Mac device. Also, download the backup file from the online drive;

2.     Next, log in to Quicken using the same login ID and password;

3.     After this, use the Restore from Backup option to proceed with moving to Mac for Quicken;

4.     In the next window, visit the location and choose the correct file to backup;

5.     After this, click on Restore This File and finally on Restore to confirm the choice.

 

To sum it all up

Migrating data from an old device to a new one can be troublesome. However, Transfer quicken to new computer is going to be the least of your worries. Just be sure to create a backup before proceeding with the steps, and do not overwrite it till the process is complete. Apart from that, please ensure that the computer has a stable internet connection and power supply so that the transition goes on smoothly.