Data Transfer Utility
How to Buy
Step 1. Download the Data Transfer Utility version that works with your QuickBooks.
All programs download as Free Trial demos. The downloads are the full program plus a demo feature that limits you to transferring two transactions of each data type per transfer pass. When you buy the program (Step 2), the demo limits are removed. You don't have to download the program again. After downloading, double click the downloaded file to install the program.
This program can used on an unlimited number of QuickBooks files.
Before using this program, we encourage you to read the "Transfer Strategies" document on the "Help Files" page and in the Help section of the program.
To run the programs, you need the QuickBooks versions shown below and either Microsoft Access 2000-2013 (32 bit) or the free Access Runtime engine which is available further down on this page. Click on the "Types of Data" link at the top of this page for a listing of the data types transferred by each version. The programs work with all flavors of QuickBooks Pro, Premier, Accountant and Enterprise. This program doesn't work with the Mac version of QuickBooks.
Study the table above carefully. We don't make refunds or exchanges if you buy the wrong version. Notice the word "ONLY" at the top of the middle column. If you are unsure, download the program and test it with your QuickBooks before you buy the program.
For versions that work with QuickBooks 2002 to 2007, see Older Versions of Data Transfer Utility
The utility produces various reports that show what data was transferred. Reports showing data transferred in the current session can be viewed/printed using the software downloaded above. To view historical reports showing data transferred in the last 3 transfer sessions you need to download and install the free Microsoft Snapshot file viewer by clicking at right. SnapShot Viewer and then click Reports>Saved Reports in the transfer utility program.
Vista Users: You must have User Account Control (UAC) set to On in Vista or you will get a "Could not start QuickBooks" error message.
Canadian and UK users: If you receive the following error message, "Class does not support Automation. ...", you need to update the QBXMLRP2.dll file installed by QuickBooks. Click at right to download and install this file. QBXMLRP2Installer.exe
Canadian Users: Versions 3 to 7 listed above must be run on a computer that only has the multicurrency capable version of QuickBooks on it. Version 8 must be run on a computer that only has the non-multicurrency capable version of QuickBooks on it. The programs won't work if you try to run them on a computer that has both the multicurrency capable and the non-multicurrency capable versions of QuickBooks on it.
Installation Folder: This program must be installed in a Windows folder that allows "Write" access. The default folder normally works.
Step 2. Purchase the Program:
You must download the program in step 1 above, this section only processes your payment. You need to purchase a copy of the utility for each computer that it is used on. Unless you are doing remote transfers, only one copy is needed.
As soon as we receive notice of your payment, we will send your registration information to you by email. When you enter this registration information into the program downloaded in step 1, the trial limitations are removed giving you full use of the program. This registration email is in addition to the shopping cart/credit company emails that you will receive. This email will be sent from email@example.com to the email address used on the order or the PayPal account.
B. (Exceptions to A above). If you purchase using an echeck or purchase an upgrade using a different name
or email address than your previous purchase and:
Payments are processed by PayPal. With PayPal your payment can be charged to your PayPal account or to your Credit Card. Also there is an Order Form in the program under the Help menu.
Click one of the "Add to Cart" buttons below. You need to click above to download the program, this section only processes your payment. Use the buttons on the "Upgrade to.." rows only if you already own a different version of the program than the one you are purchasing today." If you are a first time buyer, use the buttons on the rows that don't begin with "Upgrade to..".
Be sure to purchase the version that works with your QuickBooks, See step 1 the top of the page.
A. The following section is for users who haven't purchased this program before.
B. The following section is for users who already own a version of this program.
Access Runtime Engine:
If you don't have Microsoft Access 2000-2013 (32 bit) you can use the free Microsoft Access Runtime engine instead of the full version of Access. To do this,
1. Click at right to download the free Microsoft Access Runtime engine from
2. Install the Runtime Engine by double clicking the downloaded.
3. Download the Data Transfer Utility (from the download links at the top of this page) and install it.
If you have any problems, email us at firstname.lastname@example.org
Copyright by Karl Irvin, 2002-2014