Two Safe Ways to Move QuickBooks to a New Server

Quick navigation: Migrate QuickBooks to a New Server with Todo PCTrans Technician Tool
Move QuickBooks to a New Server with the QuickBooks Server Manager
QuickBooks Server Manager Not Working

Hello! I'm new to this, and I need assistance with migrating a QuickBooks database to a new server from scratch. Can you guide me through the process of moving the QuickBooks folder and files from Server A's file explorer under the network tree to Server B? Please explain the steps as clearly as possible, thank you!

QuickBooks is an accounting software used by small and medium-sized businesses to keep track of invoices, bills, and the like. If you need to move QuickBooks to a new server PC for better access, you're in the right place.

This article provides two safe methods to migrate QuickBooks to a new server.

Method 1: Migrate QuickBooks to a new server using Todo PCTrans Technician Tool When moving QuickBooks to a new server, the Todo PCTrans Technician tool can be helpful. Here's how to use it: 1. **Download and Install Todo PCTrans Technician** First, visit the official Todo PCTrans website on the old server and download the Technician version of the software. Install and run the program. 2. **Create a Migration Plan** Launch Todo PCTrans on the old server, select the "Server Migration" option, and follow the wizard's instructions to create a new migration plan. 3. **Connect to the New Server** Enter the details of the new server, including its IP address, username, and password, so that Todo PCTrans can connect to it. 4. **Select Programs and Data to Migrate** In Todo PCTrans, locate and select the QuickBooks application along with all its associated important data files. Make sure not to miss any necessary files or settings. 5. **Start the Migration** After carefully reviewing your selections, click "Start Transfer." The migration process may take some time depending on the data size and network speed. 6. **Verify the Migration** Once completed, log in to the new server and open QuickBooks to ensure all functions work properly and that the data has been fully migrated. 7. **Uninstall Todo PCTrans** After confirming everything is in order, you can safely uninstall Todo PCTrans Technician from the old server. Please note that this is a general guide, and actual procedures might vary depending on network environments, server configurations, etc. Before any migration, ensure you back up crucial data and consult with a technical expert if needed.

You need an efficient and secure way to migrate your QuickBooks application along with the company files to a new server – the Todo PCTrans Technician tool is designed for this purpose. This professional software effectively transfers application files to a new server computer. Rely on this tool for a smooth transition, learn more about its features here:

In-Depth Guide: Migrating QuickBooks to a New Server

Step 1: Set the transfer direction and connect both computers.

When you launch Todo PCTrans on both computers, you'll see the PC to PC transfer interface. Select This is my new PC to transfer QuickBooks from the old computer to this current one.

Connect to the old computer by name or IP address, and then enter your account password or verification code. Look for the verification code in the top-right corner of the main "Computer-to-Computer" screen on the old computer. Designate the transfer direction, then click "Connect."

Step 2: Choose to transfer using QuickBooks.

In the Applications list, find QuickBooks. Check the box next to QuickBooks and click Transfer.

Step 3: Move QuickBooks from one computer to another.

• Next, initiate the transfer of QuickBooks from one computer to another using the Todo PCTrans tool. • Once done, click “OK.”

If you want to learn more about the features of Todo PCTrans Technician tool or need online assistance with migrating QuickBooks to a new server, please click on the chat button here to get support:

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Method 2: Move QuickBooks to a New Server Using the QuickBooks Server Manager

1. Backup QuickBooks Company File

Step 1. Plug your USB flash drive or external hard drive into your computer.

Step 2. Click and run QuickBooks Desktop.

Step 3: Click the "File" tab in the top-left corner.

Step 4: Click on "Back Up Company," then select the "Create Local Backup" option.

Step 5: Click the "Next" button.

Step 6: Follow the on-screen instructions to complete the backup process.

With the backup completed, you can now install the small-business accounting software on the new server computer.

Phrase 2: Install QuickBooks on the new server computer

Step 1. Go to the Download and Updates page.

If you're using only one computer, click No and start the download.

If you'll be using QuickBooks on multiple computers, choose your country, product, and version. Then select Download.

Step 2: Open the QuicBooks.exe file. Choose the type of QuickBooks installation that you want.

When you install QuickBooks, you have two choices: Express Install and Custom & Network Install.

Quick start: Use QuickBooks on one computer. For first-time users.

• Choose “Express,” then click “Next” > “Install” > “Finish.” When prompted, select “Open QuickBooks.”

Uploads the host company files installed locally or over the network to the server; sets up for multi-user access.

1. Choose **Custom & Network Options** > **Next**. 2. Select your option – **I'll use QuickBooks Desktop on this computer** or **I won't use QuickBooks Desktop on this computer**. Then, finish the installation as prompted.

Phrase 3: Grant permissions to a folder

You do not have access to company files unless you have been granted permission to the folder.

Step 1. On the server computer, right-click the Start icon and select File Explorer.

Step 2. Right-click on the folder containing your company files, and select Properties.

Step 3: Click the "Security" tab, then choose "Advanced."

Step 4. Locate and select the “QBDataServiceUserXX” folder.

Click Edit, and then set the Permissions to “Allow.” If it's not there, check the “Allow” box next to “Full Control.” Then click “Apply” and “OK.”

Phrase 4: Download the QuickBooks Server Manager

Step 1: Close QuickBooks and any other programs that are running.

Step 2: Install the QuickBooks Database Server Manager and open the "Setup_QuickBooks.exe" file.

Step 3: Click on "Customize or network" and then click Next.

Step 4. Follow the on-screen instructions and click the Install button.

For detailed instructions on installing accounting software, refer to the support article on installing QuickBooks Desktop.

Phrase 5: Use the QuickBooks Database Server Manager to scan the folder

Step 1: Open the Windows search bar and type "QuickBooks Database Server Manager."

Click the “Scan Folder” tab.

Step 3. Click on the "Browser" button, and then open the QuickBooks folder. Click OK.

Phrase 6: Enable host multi-user access

Once “Host multi-user access” is enabled, all team members will be able to access company data.

Step 1. Open QuickBooks Desktop.

Step 2. Click on the 'File' tab and then choose 'Utilities.' From there, select 'Host Multi-User Access'...

More Tips: How to Fix QuickBooks Server Manager Not Running

1. Repair QuickBooks Desktop

Press Windows + R to open the Run dialog.

Type appwiz.cpl in the box, and then press Enter.

Find the QuickBooks program, right-click it, and select “Repair.”

2. Reinstall QuickBooks Desktop

Repeat steps 1 and 2 in Method 1 to open Programs and Features.

Scroll down to find the app, right-click on it, and select “Uninstall.”

Please visit the official website to complete the installation process.