2 Safe Ways to Migrate QuickBooks to New Server

How to migrate QuickBooks to a new Server? This post holds two safe and efficient methods to help you complete data migration.

Quick Navigation:
Move QuickBooks to A New Server with EaseUS Todo PCTrans Technician
Use QuickBooks Server Manager to Migrate QuickBooks to New Server
QuickBooks Server Manager Stopped

Community.spiceworks - "Hello everyone, I am new to this, I need assistance from step 1 moving a quickbooks db to a new server, how do i get the quickbook folder and files from Server A folder under the Network Tree in File Explorer to Server B. Please explain clarified way please."

As an accounting software, QuickBooks is used for small and medium-sized companies to track invoices, bills, etc. Suppose you need to move QuickBooks to a new Server PC for better access. You've got the right place.

This article provides two safe ways to migrate QuickBooks to a new Server.

Method 1. Move QuickBooks to A New Server with EaseUS Todo PCTrans Technician

You need an efficient and safe way to move QuickBooks apps with company files to a new server - EaseUS Todo PCTrans Technician. This professional software works to transfer file applications to new Server computers with high efficiency. You can trust EaseUS, see more features here:

In-depth Guide to Migrate QuickBooks to New Server:

Step 1. Set the transfer direction and connect two PCs.

• Launch EaseUS Todo PCTrans on the computers and you are in the PC to PC screen.
• Select "This is New PC" to transfer QuickBooks from your old PC to the current new computer.

• Connect the source old PC by its name or IP address and then input the account password or verification code.
• Check the verification code on the right top of the "PC to PC" main screen on the old PC.
• Specify the transfer direction and click "Connect".

Step 2. Choose QuickBooks to transfer.

• At the Applications selection, find QuickBooks.
• Check the box of "QuickBooks" and click "Transfer".

Step 3. Transfer QuickBooks from PC to PC.

• After this, let EaseUS Todo PCTrans to start transferring QuickBooks from one PC to another.
• When it has done, click "OK".

If you want to learn further features in EaseUS Todo PCTrans Technician or online assistance on moving QuickBooks to a new Server, click the chat button here for help:

Method 2. Use QuickBooks Server Manager to Migrate QuickBooks to New Server

Phrase 1. Back-Up QuickBooks Company Files

Step 1. Insert a USB flash drive or external hard drive into your PC.

Step 2. Click on and run QuickBooks Desktop.

Step 3. Go to the top left side and select the "File" tab. 

Step 4. Click on the "Back Up Company" option and choose the "Create Local Backup" option.

Step 5. Click the "Next" button.

Step 6. Follow the prompts to finish the backup process.

Since the backup is done, you can start to install this small business accounting software on a new server computer.

Phrase 2. Install QuickBooks on the New Server PC

Step 1. Visit the Download & Updates page.

If you use it on one computer, choose "No" and start downloading.

If your QuickBooks will server on multiple computers, select country, product, and version. Select "Download."

Step 2. Open QuicBooks.exe. Select QuickBooks install type.

You have two options when you install QuickBooks - Express Install and Custom and Network Install.

Express install: Use QuickBooks on one computer. It suits a first-time user.

• Select Express and then choose Next > Select Install > When "Install" is done, select Open QuickBooks.

Custom and Network install Host company files on Server; set up for multi-user.

• Select Custom and Network Options > Next 
• Select options - "I'll be using QuickBooks Desktop on this computer" or "I will NOT be using QuickBooks Desktop on this computer." Follow to complete the QuickBooks installation.

Phrase 3. Grant Permission to Folders

You can access the company files unless you've granted permissions to the folders.

Step 1. Right-click the Windows Start icon and select the File Explorer on the Server computer.

Step 2. Right-click the folder that your company files exist. Then choose the "Properties" option.

Step 3. Turn to the "Security" tab, click on the "Advanced" option. 

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

Step 5. Click on the Edit > Set permissions as "Allowed." If not, tick "Allow" next to the "Full Control." Then click on "Apply" and "OK."

Phrase 4. Download QuickBooks Server Manager

Step 1. Close QuickBooks and other running programs.

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

Step 3. Select the "Custom or Network Options" > Next

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

If you want to learn more details about installing accounting software, read the following support article about installing QuickBooks desktop. 

Phrase 5. Use QuickBooks DB Server Manager to Scan Folders

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

Step 2. Click on the "Scan Folders" tab.

Step 3. Choose the "Browser" button and open the QuickBooks folder. Click OK.

Phrase 6. Enable Host Multi-User Access

Once you enable the "Host Multi-User Access," all team members can access the company data.

Step 1. Run QuickBooks Desktop.

Step 2. Press on the File tab goes to the "Utilities" option. Select the Host Multi-User Access...

More Tips: How to Fix QuickBooks Server Manager Stopped

1. Repair QuickBooks Desktop

Press Windows + R to wake the Run box. 

Type appwiz.cpl on the box and press Enter.

Locate the QuickBooks program, right-click it and choose the "Repair" option.

2. Reinstall QuickBooks Desktop

Repeat step 1 and 2 on method 1 to open Programs and Features.

Scroll down to find the app, right-click it and select the "Uninstall" button.

Visit the official site to complete the installation process.