Moving SliQ Invoicing to a New PC

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. All you have to do is follow these simple steps:-

1. 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.

2. 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.

3. 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).

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.

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: