Moving Data To a Different PC

SliQ supports three ways of moving data to a different PC.

  1. Moving the entire set of invoices, quotes, customer and product data.
  2. Merging the customer data from one PC into a copy of SliQ on another PC.
  3. Merging the product data from one PC into a copy of SliQ on another PC.
Moving the Entire Data set to a Different PC

Transferring your data out of SliQ Invoicing and Quoting on PC to a copy installed on a different PC is very easy.

To move your data, all you have to do is follow these steps:-

1. Install SliQ on the new PC

You can install SliQ from the backup CD you purchased from us OR from a local copy of the installer you originally downloaded. If you have purchased a current version of SliQ Invoicing (Plus or Lite) you can download a copy of the installable package from the DOWNLOADS page on our website.

2. Save a backup of your data on the first PC

On the first PC, save a backup of your current data by selecting the Setup tab in SliQ and then pressing the Save button in the toolbar.

3. Copy the backup file and your logo to the second PC

Copy the backup file created in step 1 to the second PC using, for example, a CD, floppy disk or USB flash drive.

4. Run SliQ and load the backup file copied from the first PC

If the SliQ Startup dialog appears, press the Restore from a Backup button (highlighted in red in the picture below).

SliQ Invoicing Startup dialog

Alternatively, if you have already created a company in SliQ 2 and the startup dialog does now appear, press the SliQ start button (highlighted in red below) and choose Company/ Restore Company.

SliQ Invoicing Start button

When the Open File dialog appears, browse to the backup you saved from version 1 and press Open to import the data into a new company file.

4. Copy any custom templates to your new PC

If you are moving SliQ Invoicing Plus to a new PC you will also need to copy any custom templates you have edited.

To copy any custom templates you have edited, transfer the contents of this folder from your old PC to your new PC:

My Documents\SliQInvoicing\customtemplates


For more information on backing up and restoring data, see Backups.

Moving the Customer Data set to a Different PC

If you want to share your customer data with a different user of SliQ follow these simple steps. Copying customer data to a new PC is useful if you have several salespeople chasing leads and invoicing new customers and from time to time you want to synchronise customer data amongst all your staff.

1. Export the customer data on the first PC

On the first PC, start SliQ select the Customers & Statements tab and export the customer data by pressing the Export button in the toolbar.

2. Copy the exported customer file to the second PC

Copy the file created in step 1 to the second PC.

3. Run SliQ and load the customer file copied from the first PC

Start SliQ, select the Customers & Statements tab and import the customer data file copied in step 2 by pressing the Import button in the toolbar.

Note: SliQ will MERGE the loaded customer data with the data already held in SliQ.

When SliQ imports customer data, the imported data is taken as a match for an existing customer if the customer names match. SliQ will ignore any difference in case between the names. This is shown in the following table:

Imported Name

Name Already in SliQ

Match?

Fred Jones Ltd

fred jones ltd

Yes

 

Details will be overwritten.

Fred Jones Ltd

Fred Jones

No

 

Fred Jones will be added as a new customer.

Moving the Product Data set to a Different PC

If you want to share your product data with a different user of SliQ follow these simple steps. Copying product data to a new PC is useful if you have several people, e.g. resellers, selling the same products and you want to easily keep everybody's product definitions in step.

1. Export the product data on the first PC

On the first PC, start SliQ select the Products & Discounts tab and export the product data by pressing the Export button in the toolbar.

2. Copy the exported product file to the second PC

Copy the file created in step 1 to the second PC.

3. Run SliQ and load the product file copied from the first PC

Start SliQ, select the Products & Discounts tab and import the product data file copied in step 2 by pressing the Import button in the toolbar.

Note: SliQ will MERGE the loaded product data with the data already held in SliQ.

When SliQ imports data, the imported data is taken as a match for an existing product or discount if the item names match. SliQ will ignore any difference in case between the names. This is shown in the following table:

Imported Name

Name Already in SliQ

Match?

fence wire

Fence Wire

Yes

 

Details will be overwritten.

fence wire (steel)

fence wire

No

 

fence wire will be added as a new product.

 

Try our Invoice Software for Free!

Click the button below to be directed to our download page.

 

Free Trial

 

You can use our invoice software free for 30 days and create as many invoices and quotes as you like. At the end of the 30 day trial, if you want to carry on using SliQ Invoicing, all you need do is purchase an unlock code.

Purchase SliQ Invoicing and Quoting

Click the button below to be directed to our Sales page.

 

Purchase SliQ

 

You can purchase SliQ Invoicing and Quoting for a one-off fee starting from £22.00. When your payment has been authorised we will email you an unlock code allowing you to unlock SliQ Invoicing.