Old Atx Pc Upgrade Best Options

Old atx pc upgrade best options

Old atx pc upgrade best options

You’ll need to perform these steps for each year/version of ATX that you have on your system.Click one of these links to jump to the specific years instructions:


Systems Using ATX™ 2013 - [Top]

There are three basic parts for moving ATX to your new system:

Note: In a network environment this is only necessary if the server computer is being upgraded or replaced.

*These instructions assume you have an external hard drive or USB drive with enough space to save all ATX data to it.

In the steps below this drive will be referred to as drive X.


Part 1: Backup - Backup data on old system - [Return]

Note: Perform these steps on Windows 7 machine.
Follow these steps to back up your ATX data on the Windows 7 machine:

  1. Create a folder on drive X: called ATX 20YY Backup (change YY to the actual year of the software)
  2. Inside the ATX 2013 program, from Return Manager, choose the option in the toolbar to Mark All.
  3. Select the Returns menu; then select Export Marked Returns
  4. The window that appears will display all the returns that will now be exported.

    How To Upgrade A Computer

    Click the button Export Marked Returns.

  5. In the window that appears, navigate to the folder you created in step 1 and click OK.
  6. Wait for the export process to finish.


Parts 2 and 3: Installing ATX and Restoring ATX Data - [Return]

Note: Perform these steps on the new or upgraded computer.

  1. Plug in the external drive.
  2. Download and install the ATX 2013 program.
  3. During install, select the Standalone option.
  4. After installation completes, open the ATX program.
  5. When prompted for the registration code, enter the code.

    Make sure to use the correct registration code for that year’s version of ATX.

  6. Once ATX opens, allow it to update forms.
  7. In Return Manager select the Returns menu; then select Import> Returns.
  8. In the Import window, navigate to the folder you created during the Step #1 of Backing Up.
  9. Select all returns in that folder.
  10. Click Open.
  11. Wait for import process to complete.


Systems Using ATX™ 2014–2018 - [Top]

There are three basic parts for moving ATX to your new system:

Note: In a network environment this is only necessary if the server computer is being upgraded or replaced.
*These instructions assume you have an external hard drive or USB drive with enough space to save all ATX data to it.

In the steps below this drive will be referred to as drive X.


Part 1: Backup - Backup data on old system - [Return]

  • Note: Perform these steps on Windows 7 machine.

Follow these steps to back up your ATX data on the Windows 7 machine:

  1. Create a folder on drive X: called ATX 20YY Backup (change YY to the actual year of the software)
  2. Inside the ATX program, from Return Manager, select the Returns menu; then, Backup.
  3. When the Backup window appears, click the Browse button (at the top) and navigate to the folder you created in Step 1.

    Old atx pc upgrade best options

    Then click OK.

  4. At bottom of the Backup window, select “Show 100 rows per page” then check the top-left box. If you have more than 100 returns you will need to move ahead page by page and check that box for each page of returns until you have selected all.
  5. To ensure that as much data is backed up as possible, check all boxes under “Other Data” on the right side of the Backup dialog.
  6. Click Backup.
  7. Wait for backup to complete.


Parts 2 and 3: Installing ATX and Restoring ATX Data - [Return]

  • Note: Perform these steps on new or upgraded computer.
  1. Plug in the external drive.
  2. Download and install the ATX program.
  3. During install, select the Standalone option.
  4. After installation completes, open the ATX program.
  5. When prompted for the registration code, enter the code.

    Make sure to use the correct registration code for that year’s version of ATX.

  6. You can now set up the Admin password (this can be a previously used password).
  7. Once ATX opens, allow it to update forms.
  8. In Return Manager, select the Returns menu; then, select Restore.
  9. In the Restore window, click Browse and select the folder you created during Back up step #1.
  10. Check all boxes on the right side of the page.
  11. Click Restore.
  12. Do one of the following, depending on the ATX year:
    • For ATX 2016-2018:
      • Click the blue line at the bottom of the page “Restore All Returns”.
    • For ATX 2014-2015:
      • At bottom of the screen, select “Show 100 rows per page” then check the top-left box.

        Old atx pc upgrade best options

        If you have more than 100 returns you will need to move ahead page by page and check that box for each page of returns until you have selected all.

      • Click Restore.
  13. Wait for restore to complete.