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How to move data from old computer to new

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📋 Step-by-Step Instructions

Step 1: Create Backup Folders on External Drive

Create a separate folder on your USB or external hard drive for each tax year you're transferring.

1. Connect your USB or external hard drive to your old computer
2. For each tax year, create a new folder on the external drive
   • Example: Create a folder named "2015" for tax year 2015
   • Example: Create a folder named "2016" for tax year 2016

Step 2: Prepare the New Computer

Install fresh copies of the software on your new computer before transferring data.

1. On the new computer, install SureFire for each tax year you need (Example: 2015, 2016)
2. After installation, perform a full update for each year:
   • Open Communications menu
   • Click "Get Program Updates"
   • Restart the program
   • Click Communications again, then "Get Module Updates"

Step 3: Locate the Original Data on Old Computer

Find where your tax data is stored on the old computer.

1. On your old computer, open "This PC" or "My Computer"
2. Navigate to the C: Drive (usually C:\)
3. Look for the SureFire installation folder: UTSXX
   • Example: For 2015, find "UTS15" folder
   • Example: For 2016, find "UTS16" folder
4. Inside the UTSXX folder, locate the "USERS" folder

Step 4: Copy Data to External Drive

Transfer the user data from your old computer to the external drive.

1. Right-click on the "USERS" folder inside the UTSXX directory
2. Select "Copy"
3. Navigate to the corresponding year folder you created on the external drive
   • Example: If copying 2015 data, go to the "2015" folder on your external drive
4. Right-click and select "Paste"
5. Repeat steps 1-4 for each tax year you need to transfer

Step 5: Transfer External Drive to New Computer

Move your data to the new computer.

1. Disconnect the external drive from your old computer
2. Connect it to your new computer

Step 6: Restore Data to New Computer

Move the user folders from the external drive to the new computer's installation.

1. On the new computer, open "This PC" or "My Computer"
2. Navigate to C:\ and find the UTSXX folder (Example: C:\UTS15)
3. Go into the UTSXX folder and locate the "USERS" folder that was installed fresh
4. From your external drive, locate the year folder (Example: 2015) and the USERS folder inside it
5. Copy the USERS folder from the external drive
6. Paste it into C:\UTSXX folder and choose "Overwrite" when prompted
7. Repeat for each tax year

Step 7: Create User Accounts for Transferred Data

Ensure all user accounts exist in the new software installation.

1. Open the C:\UTSXX folder on your new computer
2. Check the USERS folder to see what user folders are present
   • Default folders (ADMIN, GUEST, TRAINING) already exist
   • Any other folders represent user accounts you need to create
3. In SureFire, create user accounts for each additional folder name found
   • Example: If you see a "JOHN" folder, create a "JOHN" user account in SureFire

Step 8: Repair the Database

Run the database repair tool to ensure your data is properly integrated.

1. Navigate to C:\UTSXX folder on your new computer
2. Find and open the "DBREPAIR" file
3. In the Database Repair window, check ONLY the box for "Populate DB from Returns"
4. Click "Start Repair"
5. Repeat steps for each tax year (UTS15, UTS16, etc.)

✅ You're Done!

Your tax data has been successfully transferred from the old computer to the new one. Your SureFire software should now have access to all your transferred returns and client information.

Tags: install,setup