Migrating from Office 2016 to Office 2024 without losing anything

Most upgrade pain is not the install — it is Outlook. Handle the profile first and the rest of the migration is twenty minutes.

Illustration of documents and mail moving from an old PC to a new PC

Before you uninstall anything

Collect the items that do not travel automatically. Each takes seconds now and hours to reconstruct later.

  • PST and OST locations: Outlook › File › Account Settings › Data Files
  • Rules: Rules and Alerts › Options › Export Rules to an .rwz file
  • Signatures folder: %appdata%\Microsoft\Signatures
  • Autocomplete: the RoamCache folder in the Outlook profile
  • Custom dictionaries, Quick Access Toolbar exports and Excel add-ins
  • Record the existing product key and confirm the new Office 2024 edition matches your needs

Remove cleanly, then install

A side-by-side install of two Office versions is supported in narrow cases but is the leading cause of migration faults. Remove first.

  • 1. Close all Office apps and any add-in host such as a CRM or CAT tool
  • 2. Run the official Microsoft support and recovery removal tool for Office 2016
  • 3. Reboot — this clears file-association state that a removal alone leaves behind
  • 4. Install Office 2024 and sign in or enter the key before opening any document
  • 5. Open Outlook first so the profile upgrade runs before Word or Excel touch templates

What silently resets

These settings return to defaults and rarely appear in checklists.

  • Default save location and the AutoRecover interval
  • Trust Center macro settings and trusted locations for network shares
  • Cached Exchange Mode sync window, which defaults back to a shorter period
  • Default paste behaviour and the ribbon layout customisations

Post-migration verification

Fifteen minutes of checks catch nearly every issue while you still remember what changed.

  • Send and receive on every mailbox, including delegated and shared mailboxes
  • Re-import rules and confirm they run against a test message
  • Open the three most complex workbooks and confirm add-ins load
  • Print one document — printer defaults are a common casualty
  • Confirm activation status: File › Account should show an activated product

Frequently asked questions

Do I need to uninstall Office 2016 before installing Office 2024?
Yes, in almost all cases. Removing the old suite with Microsoft's official removal tool avoids duplicate Outlook profiles, broken file associations and add-in conflicts.
Will I lose my Outlook rules when upgrading Office?
Rules stored on an Exchange mailbox follow the mailbox, but locally stored client rules can be lost. Export them to an .rwz file before the upgrade and re-import afterwards.
Are PST files compatible between Office 2016 and 2024?
Yes. The Unicode PST format is unchanged, so existing data files attach directly to the new profile. Back them up first regardless.
Can Office 2016 and Office 2024 run side by side?
Only in limited combinations, and it is not recommended. Mixed installations are the most common cause of activation loops and add-in failures after an upgrade.

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