Home Page link  

moving QB04 data to PC with Vista and QB07

  
Groups | Search | About
User Password
Register Now! Lost Password?

QuickBooks Discussion board - Discussions about the popular financial software by Intuit

 Post an article  get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
moving QB04 data to PC with Vista and QB07 Road Rage 02-11-2007
Posted by Road Rage on February 11, 2007, 9:57 am
Please log in for more thread options
 I have a Win XP machine running QB Pro 2004. I have another machine running
Windows Vista and fresh new copy of QB Pro 2007 waiting to be installed.

Can someone tell me the best method for getting my QB data from the old
machine to the new one including the forms I made in QB 2004? I'm not sure
if the export/import is the way to go or if backup/restore is the way, or
some better way I haven't thought of.



Posted by Laura on February 11, 2007, 2:18 pm
Please log in for more thread options
>I have a Win XP machine running QB Pro 2004. I have another machine
>running Windows Vista and fresh new copy of QB Pro 2007 waiting to be
>installed.
>
> Can someone tell me the best method for getting my QB data from the old
> machine to the new one including the forms I made in QB 2004? I'm not
> sure if the export/import is the way to go or if backup/restore is the
> way, or some better way I haven't thought of.

To move your data you can either just open the file directly in 2007 or use
the backup/restore method. Just make a copy of the qbw/qbb file in a safe
place so that if you need to open again in 2004 it is still usable. I use
the B/R method and my forms have also transfered to the new file. Just make
sure you also transfer any image files (gif/jpg) files used for logos as I
don't think these will be transfered automatically. You will need to open
up the custom form and specify the location of the logo file to make the
transfer complete.


Posted by klunk on February 11, 2007, 2:30 pm
Please log in for more thread options

>I have a Win XP machine running QB Pro 2004. I have another machine
>running
> Windows Vista and fresh new copy of QB Pro 2007 waiting to be installed.
>
> Can someone tell me the best method for getting my QB data from the old
> machine to the new one including the forms I made in QB 2004? I'm not
> sure if the export/import is the way to go or if backup/restore is the
> way, or some better way I haven't thought of.


Custom forms are stored in your company data file, so nothing
extra to copy.

1. Run a full "Rebuild Data" (found on the "File" menu under "Utilities")
in QB04 on the XP machine. This is very important -- don't skip it.
Then burn "yourcompany.QBW" to CD. That makes a permanent
backup, and you can use the CD to copy the file to your Vista
machine in step 3 below.

2. Install QB07 on Vista and update it to the latest release, which
currently is R5. Either use the online update, or you can get the
manual patch here:
http://www.quickbooks.com/support/index/ndxw_16_updates.html

3. Copy your company data file "yourcompany.QBW" to the
Vista machine. QB07 on Vista defaults company data files to:
PublicDocumentsIntuitQuickBooksCompany Files
so you may want to put it there.

4. Open your QBW file in QB07 -- it will update it.



Posted by klunk on February 11, 2007, 2:32 pm
Please log in for more thread options

> Custom forms are stored in your company data file, so nothing
> extra to copy.

Oops, Laura's right -- you need to copy any logo image
files used on your custom forms as well.



Posted by Road Rage on February 11, 2007, 3:14 pm
Please log in for more thread options
Thanks, the logo was the issue I was most curious about. Wasn't sure if that
transferred along with everything else or not, now I know.


>
>> Custom forms are stored in your company data file, so nothing
>> extra to copy.
>
> Oops, Laura's right -- you need to copy any logo image
> files used on your custom forms as well.
>



Similar ThreadsPosted
question about switching to multiuser mode and moving the company data file. July 21, 2008, 11:15 am
Vista QB2007 - coping data from one computer to another - need advice please. August 12, 2007, 7:20 pm
uploading new data, deleting data August 14, 2006, 1:01 pm
QuickBooks and Vista November 3, 2006, 8:41 pm
Upgrade to Vista yet? April 18, 2007, 11:46 am
is QB Pro 2002 a no go on Vista September 30, 2007, 4:06 pm
Quickbooks and Vista.. January 24, 2007, 9:24 pm
Help I need QB2005 on Vista September 27, 2008, 9:32 pm
Problem with QB 2006 on Vista June 29, 2006, 11:48 am
QuickBooks Pro 2007 & Vista April 16, 2007, 2:08 am

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap