How to Move Quicken to a New Computer Running Windows 10/8/7

With COVID-19 hitting incomes and expenses still high, personal finance managers have become an essential part of our lives. The application keeps a tab on your financial reports and more important data. So, if you are planning to upgrade your device, how do you set up your reports, data, accounts, and more Quicken settings on the old computer? How do you transfer Quicken to a new computer without losing any data?

Stay here! In this article, we'll showcase an automatic solution to transfer Quicken to a new computer, and we've also provided detailed information on the manual way. If you're interested in learning how to move Quicken from one computer to another without reinstalling, download a third-party app mover – the Todo PCTrans tool. Let's get started!

How to Move Quicken to a New Computer Automatically (UTF-8)

That way, you click a button to transfer, wait a moment, and Quicken – with your reports, data, and accounts – appears on your new PC. You'll need to download Todo PCTrans to both computers, and follow a wizard that, as long as they're on the same network, moves apps from one computer to another in a “PC-to-PC” transfer.

Moreover, Todo PCTrans eases the burden of transferring files between computers and迁移installed programs and accounts to other devices. Now, we've updated the app with features such as “Data Rescue” and “App Management.”

3 Easy Steps to Move Quicken to Another Computer

Step 1: Run the Todo PCTrans tool on both computers

Download Todo PCTrans, and you'll see the PC-to-PC interface.

Step 2: Choose the transfer direction - from the old computer or to the new one

"This is the new computer" - transferring all data from the old remote computer to the current new one.

"This is the old computer" - Transfer all data from the current old device to the new one.

Select Transfer Direction

Step 3: Connect the two computers

1. Select the IP address or device name of the target computer, then click "Connect."

2. Type the target computer's login password, then click OK to confirm.

If the target PC is not in the device list, you can also click Add PC to manually connect to it by entering its IP address or device name.

Step 4: Select apps, programs, and software to transfer to the target computer

1. You choose what to transfer from this computer to the target PC.

2. After selecting the apps and data you want to transfer, click “Transfer” to start the process.

Select apps to transfer from PC to PC

Have you performed the Quicken迁移? This way, you can also install Quicken on your new computer without the CD. If you're looking for a way to transfer across different LANs, download the Todo PCTrans tool and choose "Backup and Restore," which would require an external drive to recover the backup file.

How to Manually Move Quicken to a New Computer

The manual method involves using Quicken's backup and restore features. You'll need to reinstall the software, create a backup file, move that file to an external device, and then restore it on your new device.

This article will detail two manual methods of moving your Quicken data file to another computer. You'll need a USB drive or a Dropbox account to transfer the Quicken data. Before you begin, make sure you've downloaded and installed Quicken on the new computer.

Step 1: Install Quicken on your new computer.

Since Quicken allows installation on multiple devices, you can download the latest version from their website on your new computer.

Step 2. Back up your Quicken data file to a USB drive/Dropbox.

Open Quicken on your old computer, then click “File” in the top-left corner. Click Backup and Restore, then click Backup Quicken File.

Then, you'll see the Backup screen; choose “Backup Path” and navigate to your USB. After that, you can click on Backup Now to start the backup process.

Step 3. Restore your backup on the new computer.

Connect the external drive containing your Quicken files to the new computer.

Drag the backup file from File Explorer. Open Quicken again, and select File once more, then click Restore from Backup File.

Go to the location of your Quicken file, and then select the Recover option. Click “OK.”

If you find this manual method a bit tough to follow, relax and use the way provided by the above tool Todo PCTrans to sync Quicken files to multiple computers:

And please pass along this magical tool to help your friends and colleagues move Quicken – along with their data – to a new computer in one fell swoop:

How to Transfer Quicken Online to a New Computer

One option for moving Quicken to another computer is to use an online service, such as Dropbox. Quicken has partnered with Dropbox to offer 5 GB of free backup space.

Step 1. Sign in to your Dropbox account, or create a new one.

Step 2. Go to File > Backup & Restore > Save to Dropbox.

Step 3: Choose Backup Now.

Step 4. Sign in to Dropbox on your new computer.

Step 5: Open Quicken, and then click File > Backup and Restore > Restore from Backup File.

Step 6. Go to the Dropbox location and click Restore.

When you have Quicken data saved on your computer and need a secure way to transfer the data to a new one, Todo PCTrans is a more efficient choice: