How to move ExcelReportLink to another location (Folder/Computer)

Overview

This guide describes how to move ExcelReportLink to a new Location (machine or folder).

How to move ExcelReportLink to a new machine or folder

File:MoveBudgetLinkWelcomeWindow.png

BudgetLink welcome dialogue

File:TransferLicenseDialogue.png

Transfer BudgetLink License dialogue

File:MoveBudgetLinkRegistrationKeyDialogue.png

Registration key dialogue

ExcelReportLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move ExcelReportLink to a new location, the main folder must be copied in full to the new location. If moving ExcelReportLink to a new machine or hard drive.

1. Move the ExcelReportLink folder to the new machine
2. Request a Transfer Key (only if moving to a new machine or hard drive);
3. Enter the Transfer Key into ExcelReportLink (only if moving to a new machine or hard drive).

Step 1: Move the ExcelReportLink folder to the new location

Please follow these instructions to move the ExcelReportLink folder to a new location.

1. Locate the ExcelReportLink Folder to move;
2. Copy and paste the folder to the new location;

Step 2: Request your Transfer Key

Please follow these instructions to request your transfer key.

A Transfer Key is required if you are using ExcelReportLink v2015.12.2.159 and below.

1. Start ExcelReportLink;
2. Answer OK to all the standard prompts that display until you get the ExcelReportLink welcome dialogue;
3. On the ExcelReportLink welcome dialogue, check the I accept the terms and conditions found in the End User License Agreement. and click Continue;
4. Click the Request Transfer Key button and send an email to Accounting Addons to obtain your transfer key;
5. Click Continue. You can continue using ExcelReportLink while you wait for your transfer key. Once you receive the key, proceed to the next step.

Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you.

Step 3: Enter your transfer key

Once you receive your transfer key, follow these instructions to enter it into ExcelReportLink.

1. Start ExcelReportLink;
2. Answer OK to all the standard prompts that display until you get the Transfer ExcelReportLink License dialogue;
3. Click the Enter Transfer Key button;
4. On the ExcelReportLink Licensing dialogue, click Enter Registration Key;
5. Copy and Paste your Transfer Key into the Registration Key field of the Registration dialogue and click OK;
6. Click on the Continue button of the ExcelReportLink Licensing dialogue;

ExcelReportLink should now be useable on the new machine. Be mindful you may need to update your data connection. See Changing how ExcelReportLink connects to your data file for more information.

Related Topics

• Troubleshooting Transfer Problems
• How to move ExcelReportLink to another location (Folder / Computer)