cancel
Showing results for 
Search instead for 
Did you mean: 
031902
Level 1

How do I transfer QuickBooks Desktop to a new not for profit treasurer?

I have ended my tenure as the treasurer for a seasonal not for profit.  I have closed out the prior year. 

Do I need to transfer the Company file as well as the license? I do not want my personal information to transfer. If I transfer the license and they later have questions, will I be able to open the prior years on my computer? Until now, I have been the only user of the Quickbooks account under this license with the exception of the accountant. Is there someone who can guide me through the process?

 

Solved
Best answer March 03, 2021

Best Answers
MadelynC
QuickBooks Team

How do I transfer QuickBooks Desktop to a new not for profit treasurer?

I’m here to help transfer QuickBooks Desktop and make sure your personal information won’t be included @031902.

 

There are ways to manage and transfer the files in QuickBooks Desktop. Let me show you the way you can handle it.

 

The first thing you need to do is to create a backup copy. That way, you can keep track of the records and have all information if they have later questions. 

 

You can create a new admin profile in the company with her/his credential then send the file. You can also change the company’s details under My Company, so QuickBooks will no longer use your information. Check out these links for your reference on how to update some details of your company file:

 

 

After modifying everything, you can now transfer your QuickBooks license to another computer. Before that, we recommend finding your QuickBooks license number and product number first. To do so:

 

  1. Open QuickBooks.
  2. Select the Help menu, then select About QuickBooks.
    Capture.PNG
  3. Take note of your license number and product number.

 

Once you have your license number and product key, you’re ready to learn how to transfer QuickBooks Desktop to another computer. If you have an installation disk, you can insert it into the new computer and follow the wizard setup steps.

 

You can also install QuickBooks on a new computer without disk installation. You can visit the website here to download your QuickBooks version. Then save the download file where you can easily find it to run and install. Once downloaded, follow these instructions:

 

  1. Click the downloaded QuickBooks executable (QuickBooks.exe).
  2. Follow the onscreen instructions and accept the license agreement.
  3. Press Next.
  4. Enter the product and license number, then push Next.
  5. Activate QuickBooks by opening the application.
  6. From the Help menu, select Activate QuickBooks Desktop.
  7. Follow the steps on the screen to verify the info.

 

Let me know if you need further assistance with the transfer process. I’m always here, determined to help you out. Take care.

View solution in original post

Rubielyn_J
QuickBooks Team

How do I transfer QuickBooks Desktop to a new not for profit treasurer?

I appreciate your time getting back in here, @031902.

 

I'm here to answer all your questions regarding transferring QuickBooks Desktop to a new treasurer. 

 

When the new treasurer becomes the master administrator, your name will be removed as the user. Moreover, once you provide the login rights, she will have the option to sign in and install QuickBooks on her computer.

 

 Lastly, the new treasurer will be able to create a new merchant service account different from yours. 

 

To learn more about the process of transferring QuickBooks to a new user, you can follow the steps provided by my colleague above. 

 

Feel free to browse this link to help you update contact information when there's a transition in your business: Change or update the Primary Contact on your QuickBooks Account.

 

Let me know if you have any other issues with QuickBooks. I'm always here to help. Wishing you and your business continued success.

View solution in original post

3 Comments
MadelynC
QuickBooks Team

How do I transfer QuickBooks Desktop to a new not for profit treasurer?

I’m here to help transfer QuickBooks Desktop and make sure your personal information won’t be included @031902.

 

There are ways to manage and transfer the files in QuickBooks Desktop. Let me show you the way you can handle it.

 

The first thing you need to do is to create a backup copy. That way, you can keep track of the records and have all information if they have later questions. 

 

You can create a new admin profile in the company with her/his credential then send the file. You can also change the company’s details under My Company, so QuickBooks will no longer use your information. Check out these links for your reference on how to update some details of your company file:

 

 

After modifying everything, you can now transfer your QuickBooks license to another computer. Before that, we recommend finding your QuickBooks license number and product number first. To do so:

 

  1. Open QuickBooks.
  2. Select the Help menu, then select About QuickBooks.
    Capture.PNG
  3. Take note of your license number and product number.

 

Once you have your license number and product key, you’re ready to learn how to transfer QuickBooks Desktop to another computer. If you have an installation disk, you can insert it into the new computer and follow the wizard setup steps.

 

You can also install QuickBooks on a new computer without disk installation. You can visit the website here to download your QuickBooks version. Then save the download file where you can easily find it to run and install. Once downloaded, follow these instructions:

 

  1. Click the downloaded QuickBooks executable (QuickBooks.exe).
  2. Follow the onscreen instructions and accept the license agreement.
  3. Press Next.
  4. Enter the product and license number, then push Next.
  5. Activate QuickBooks by opening the application.
  6. From the Help menu, select Activate QuickBooks Desktop.
  7. Follow the steps on the screen to verify the info.

 

Let me know if you need further assistance with the transfer process. I’m always here, determined to help you out. Take care.

View solution in original post

031902
Level 1

How do I transfer QuickBooks Desktop to a new not for profit treasurer?

I was told that I needed to transfer the license ownership but this seems much more straightforward. By making the new treasurer the master administrator my name will be removed and providing her with the login rights she can sign in and install on her computer. The ownership is tied to the club and EIN and not to me. Is this correct? The merchant services account required my SSN (for banking purposes?) and I have already cancelled that.  The new treasurer will be able to create a new merchant services account totally separate from mine? Thank you for your guidance.

Rubielyn_J
QuickBooks Team

How do I transfer QuickBooks Desktop to a new not for profit treasurer?

I appreciate your time getting back in here, @031902.

 

I'm here to answer all your questions regarding transferring QuickBooks Desktop to a new treasurer. 

 

When the new treasurer becomes the master administrator, your name will be removed as the user. Moreover, once you provide the login rights, she will have the option to sign in and install QuickBooks on her computer.

 

 Lastly, the new treasurer will be able to create a new merchant service account different from yours. 

 

To learn more about the process of transferring QuickBooks to a new user, you can follow the steps provided by my colleague above. 

 

Feel free to browse this link to help you update contact information when there's a transition in your business: Change or update the Primary Contact on your QuickBooks Account.

 

Let me know if you have any other issues with QuickBooks. I'm always here to help. Wishing you and your business continued success.

View solution in original post

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up