Skocz do zawartości
Forum Odszkodowania

how do i transfer quicken to my new computer ??


Gość nametor
 Udostępnij

Rekomendowane odpowiedzi

Gość nametor

To transfer Quicken to your new computer, follow these steps to ensure your financial data and settings are successfully moved over without any issues: 

  • Quicken Support (U.S.): 1-877-200-6891

This number can connect you to a representative who can assist with various issues, from installation to account inquiries.

1. Back Up Your Quicken Data on the Old Computer

Before making any changes, it’s important to back up your Quicken data to avoid data loss.

  • Open Quicken on your old computer.
  • Click File in the top menu and select Backup and Restore.
  • Choose Backup Quicken File.
  • Select a location to save the backup file, such as an external hard drive or cloud storage (e.g., Dropbox or Google Drive).
  • Complete the backup by following the on-screen instructions.

2. Install Quicken on the New Computer

Now, you’ll need to install Quicken on your new computer:

  • Visit the Quicken website (www.quicken.com) and log in to your account.
  • Download the appropriate version of Quicken (e.g., Quicken Deluxe, Quicken Premier).
  • Run the installer and follow the on-screen instructions to install Quicken on your new computer.

3. Transfer the Backup to the New Computer

Once Quicken is installed on your new system, you can transfer the backup file.

  • Plug in your external drive or access your cloud storage where the backup is stored.
  • Copy the backup file from the external drive or cloud storage to your new computer.
  • Open Quicken on the new computer.
  • Go to File > Backup and Restore > Restore from Backup.
  • Navigate to the location where the backup file is stored, select it, and follow the instructions to restore your data.

4. Verify Data on the New Computer

After the restoration is complete, it’s important to ensure all your data has been transferred correctly:

  • Check your account balances, transactions, and categories to ensure they match.
  • Review any reports or scheduled transactions to ensure everything looks accurate.

5. Reconfigure Quicken Settings (If Needed)

Sometimes, preferences or settings may need to be reconfigured, especially if you’re using a different version or switching operating systems. These might include:

  • Re-linking your online accounts (bank or credit card accounts).
  • Checking your preferences and custom categories.
  • Ensuring scheduled transactions are set up correctly.

6. Deactivate Quicken on the Old Computer (If Applicable)

If you plan to stop using Quicken on the old computer, deactivate the software so that the license can be used on the new system:

  • Open Quicken on the old computer.
  • Go to Help > Deactivate Quicken to release your license.

This will allow you to activate Quicken on the new machine without any issues.

Additional Tips:

  • Cloud Sync: If you're using Quicken’s cloud syncing feature, your data will automatically sync across all your devices. After installing Quicken on the new computer, you can sign in to sync your data from the cloud.

  • License Key: Keep your Quicken license key handy in case you need it during the installation on the new computer. You can find this information in your Quicken account.

By following these steps, you should be able to successfully transfer Quicken to your new computer without losing any important financial data.

Odnośnik do komentarza
Udostępnij na innych stronach

Dołącz do dyskusji

Możesz dodać zawartość już teraz a zarejestrować się później. Jeśli posiadasz już konto, zaloguj się aby dodać zawartość za jego pomocą.

Gość
Dodaj odpowiedź do tematu...

×   Wklejono zawartość z formatowaniem.   Usuń formatowanie

  Dozwolonych jest tylko 75 emoji.

×   Odnośnik został automatycznie osadzony.   Przywróć wyświetlanie jako odnośnik

×   Przywrócono poprzednią zawartość.   Wyczyść edytor

×   Nie możesz bezpośrednio wkleić grafiki. Dodaj lub załącz grafiki z adresu URL.

 Udostępnij

×
×
  • Dodaj nową pozycję...