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Accounting Setup & Maintenance: Transferring Access UBS to a new computer

Issue with transferring or accessing UBS data — user needs to move the system from an old PC to a new one, change UBS data setup from standalone to server PC, or recover missing data after a Windows update.

Updated over 2 months ago

If you’re moving Access UBS to a new computer, follow these steps to safely back up, transfer your data, and reactivate your license. This ensures all existing information and settings are successfully carried over.

  1. Take a backup of your existing UBS data as a precaution.

  2. Make sure the old PC is connected to the internet.

  3. Deactivate your license on the old PC.

    • Go to Manage License, License Wizard.

    • Tick “I would like to deactivate my license over the internet.”

    • Click Next to complete the deactivation.

  4. Copy your data folders from the old PC.

    • Go to Local Disk (C:).

    • Copy the folders UBSACC2015, UBSSTK2015, and UBSCPL.

  5. Paste the copied folders into an external drive (such as a USB or portable hard drive).

  6. Transfer the data to the new PC.

    • Connect the external drive to the new computer.

    • Paste the copied folders into the new PC’s Local Disk (C:).

  7. Install the latest version of Access UBS on the new PC.

  8. Activate your license on the new PC.

    • Go to Manage License, License Wizard.

    • Tick “I would like to activate my software over the internet.”

    • Follow the steps to complete activation.

  9. Verify your data.

    • Launch Access UBS and check that all transferred data appears correctly.

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