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How to move data from old computer to new


 

Full Reinstall from Scratch. If none of the regular options of backing and restoring data don't work you will need to follow these steps. You will need to install the software from Scratch (Estimated time 30 - 45 minutes per tax year)

  1. First, create a Backup folder on your USB/External Harddrive you will be using to move the data from your old computer to your new one.
    1. For example - if I am copying over 2015, I would create a folder called "2015" on my USB/External Folder
  2. Repeat the above step for every Tax Year you need to move.
  3. Install and fully update (Communications > Get Program Updates) then (Communications > Get-Module Updates) the Tax Years on the New Computer you are wishing to bring from the old computer
  4. On the OLD computer (where the data is coming from) Locate the DRIVE (Normally the C: Drive) where the software has been installed to and then look for UTSXX folder
    1. For example - for 2015 you would locate the folder UTS15
  5. Go inside the UTSXX folder and look for the USERS folder
  6. Right-click on the folder and go to [Copy]
  7. Next, you need to [Paste] this folder on an external hard-drive, or USB drive, or another device to move the data to the new computer
    1. *NOTE - If you are doing multiple years, it would be smart to create a folder for each year you are trying to copy for on the USB/External to put the USERS folder for that year into.
  8. Rinse and repeat the above steps for every Tax Year software you are trying to move to the new computer putting the USERS folder into a different folder each time
    1. For example - create a folder called 2015 on the USB/External and put UTS15 > USERS folder in this folder etc..
  9. Once you are done copying the folder from the old computer to the USB/External drive, then you need to insert this device into the new computer
  10. Now you need to [Copy] and [Paste] the USER folders into your new computer C:\UTSXX Drive (Located in "This PC/My Computer") OVERWRITING the existing USER folder inside the appropriate UTSXX folders
    1. For example - for 2015 I would go into the 2015 folder I created on the USB/External drive and copy the USERS folder from here and paste/overwrite the one in the C:\UTS15 folder on the new computer
  11. You will need to make sure you have a Username created in the New Tax Software for each of the folder names you see in the C:\UTS15 folder.
    1. By default the ADMIN, GUEST, TRAINING folders will already exist.  You will need to create Usernames for any other Users listed
  12. After all this, you will then go into C:\UTSXX folder and run the DBREPAIR file.
  13. Only check the box for "Populate DB from Returns" and hit Start Repair
  14. Rinse and repeat steps 10 - 13 for each tax year



Tags: install,setup