Simple Steps to Move Quicken to New Computer

After the pandemic, personal finance management tools have become an essential part of our life. Quicken is one such tool that helps in tracking personal finances. All those features which an individual or a small family looks for in managing money can be found in Quicken. The best part is that Quicken can be transferred to another computer whenever required. In this blog, we cover the ways to move Quicken to new computer systems.

Let us discuss how we can move Quicken from one computer to another computer both manually and automatically. Windows users can easily migrate to any Windows edition.

 

Before moving Quicken to another PC, one must remember the following points:

• You must create Quicken Backup regularly. This can be done either manually or automatically.
• You must be sure that you installed Quicken on the New Computer. This might add to the complexity of the process.
• There is no need to purchase another copy of Quicken software. Please do read this step, since it will save you money.

Once you’re done with the preliminary steps, we can proceed to the big picture. In the next section, we cover the steps to transfer Quicken from one system to another.

 

Steps to Move Quicken to New Computer Automatically

This method is very simple. The only thing you need to do is to click the transfer button and wait for a second. Quicken gets transferred on your new PC along with the reports, data, and accounts. There are multiple tools available online that help you perform this process. However, they have a certain bit of risk involved. We recommend you proceed with the basic manual method. This might take some extra effort, but it is safer. Let us now proceed to the next section.

 

Method to Transfer Quicken to Another Computer

Here we cover various methods, but in no particular order. Feel free to proceed with the most convenient steps.

 

First Step: Downloading and Installing Quicken on New Computer

1. First, you need to download Quicken software on the new computer.
2. After that, you have to install the software in the new system.
3. Then, launch the program from the icon or run menu.

 

Second Step: Plugging in the External Drive

1. To proceed with this, you need to create a backup from an old computer
2. After that, you need to plug in the external drive
3. And then go back to Quicken software

 

Third Step: Restoring the Backup File

1. Now proceed to open the Quicken software
2. After that, you have to click on the File menu 
3. Then, restore from Backup File
4.  After that, you need to click Browse
5.  Next, you need to drive the mouse to the external drive location 
6.  After that, you have to select the backup file.
7.  Next, you need to click Open and then click Restore File.

 

Fourth Step: Choose Location to Save Restored File

1.  After this, you have to click on Browse.
2. Next, you need to save the Restored file to C:\Users\[your user]\Documents\Quicken.
3.  After that, you have to click Save.
4.  Then you need to restore the Backup.

 

Fifth Step: Logging in to your Quicken Account

1. Now you need to enter your Quicken ID and Password.
2. After that, you have to click Sign In.
3. Then you need to enter the 6-digit code that had been sent on your registered email or mobile number.
4. After that click Sign In and then choose to Sync Quicken data to Mobile.
5. The next step is to choose your preferred option
6. Finally, hit on Next

 

Steps to Move Quicken to New Computer Online

The Online method is a good option to migrate Quicken to another computer. One such option is Dropbox. As a partner of Dropbox, Quicken provides 5GB of free backup space. Follow the steps given below to move Quicken to another computer, online:

1. First, you need to log in to your Dropbox account.
2. After this, you need to create a new account in Dropbox.
3. The next step is to open File > Backup and Restore > Choose to save File to Dropbox.
4. Now you need to choose Back up Now.
5. After this, you need to Sign in to Dropbox on the new PC.
6. Now you need to open Quicken. After this, you need to click File > Backup and Restore > Restore from the Backup file.
7. The next step is to move to the Dropbox location, after this you need to click to Restore.

 

To sum it all up, the procedure to move Quicken to new computer systems might get a bit tough. There are multiple steps involved with it, and you need to follow them carefully. The online procedure is a bit simple, however, there is a limit on the space. If you feel that the steps are beyond your comfort zone, you can opt for expert help. Get in touch with Quicken support. They will provide you with an expert who will; help you with the further steps.