Help in starting new company file

Discussion in 'Quickbooks' started by Jim Schwisow, Jan 26, 2004.

  1. Jim Schwisow

    Jim Schwisow Guest

    My company file is getting rather large and I have decided to start a
    new company file to avoid future data corruption problems. I
    understand that I can export lists from my old company file and then
    export them into the new company file. I am wondering how to handle
    the balances for my customers that have account receivables. I would
    like to maintain the aging detail of the account balances. Is this
    possible? Also what should I do in my old company before I export the
    information to inport into the new company file?

    Thanks,
    Jim
     
    Jim Schwisow, Jan 26, 2004
    #1
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  2. Jim Schwisow

    Karl Irvin Guest

    See the Beginning Balance Transfer Utility at www.q2q.us


    "Jim Schwisow" <> wrote in message
    news:...
    > My company file is getting rather large and I have decided to start a
    > new company file to avoid future data corruption problems. I
    > understand that I can export lists from my old company file and then
    > export them into the new company file. I am wondering how to handle
    > the balances for my customers that have account receivables. I would
    > like to maintain the aging detail of the account balances. Is this
    > possible? Also what should I do in my old company before I export the
    > information to inport into the new company file?
    >
    > Thanks,
    > Jim
     
    Karl Irvin, Jan 26, 2004
    #2
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  3. Jim Schwisow

    Tim Kroesen Guest

    Can't he do that without buying your s/w?

    My apologies if that's a freebie.

    Tim K

    "Karl Irvin" <> wrote in message
    news:WGfRb.120739$Rc4.944360@attbi_s54...
    > See the Beginning Balance Transfer Utility at www.q2q.us
    >
    >
    > "Jim Schwisow" <> wrote in message
    > news:...
    > > My company file is getting rather large and I have decided to start

    a
    > > new company file to avoid future data corruption problems. I
    > > understand that I can export lists from my old company file and then
    > > export them into the new company file. I am wondering how to handle
    > > the balances for my customers that have account receivables. I would
    > > like to maintain the aging detail of the account balances. Is this
    > > possible? Also what should I do in my old company before I export

    the
    > > information to inport into the new company file?
    > >
    > > Thanks,
    > > Jim

    >
    >
     
    Tim Kroesen, Jan 26, 2004
    #3
  4. Jim Schwisow

    Karl Irvin Guest

    Hi Tim

    Sure he can. It's not a freebie but the website has some information about
    starting a new file that's useful whether you buy the software or not. The
    decision to purchase the software should be based on cost and accuracy
    considerations.
    If you have to key many open invoices, the software is the cheaper route
    unless your time is free. A few days ago, we had a customer that transferred
    1,900 + open invoices. He was glad not to have to type those manually.

    "Tim Kroesen" <> wrote in message
    news:pFhRb.27872$...
    > Can't he do that without buying your s/w?
    >
    > My apologies if that's a freebie.
    >
    > Tim K
    >
    > "Karl Irvin" <> wrote in message
    > news:WGfRb.120739$Rc4.944360@attbi_s54...
    > > See the Beginning Balance Transfer Utility at www.q2q.us
    > >
    > >
    > > "Jim Schwisow" <> wrote in message
    > > news:...
    > > > My company file is getting rather large and I have decided to start

    > a
    > > > new company file to avoid future data corruption problems. I
    > > > understand that I can export lists from my old company file and then
    > > > export them into the new company file. I am wondering how to handle
    > > > the balances for my customers that have account receivables. I would
    > > > like to maintain the aging detail of the account balances. Is this
    > > > possible? Also what should I do in my old company before I export

    > the
    > > > information to inport into the new company file?
    > > >
    > > > Thanks,
    > > > Jim

    > >
    > >

    >
    >
     
    Karl Irvin, Jan 27, 2004
    #4
  5. Jim Schwisow

    Tim Kroesen Guest

    Well I sure hope OP doesn't have that many customers that owe him money
    <g>; so what you're saying is qb has no native ability to do the job
    properly; like just exporting lists but little else. Since he stands to
    lose all his 'history' anyway cannot OP simply condense? If his 'lists'
    are close to allowable limits this won't of course help; but neither
    will his strategy of opening a new company file and trying to import
    such lists; or your utility for that matter...

    Tim K

    "Karl Irvin" <> wrote in message
    news:LVhRb.121400$Rc4.951231@attbi_s54...
    > Hi Tim
    >
    > Sure he can. It's not a freebie but the website has some information

    about
    > starting a new file that's useful whether you buy the software or not.

    The
    > decision to purchase the software should be based on cost and accuracy
    > considerations.
    > If you have to key many open invoices, the software is the cheaper

    route
    > unless your time is free. A few days ago, we had a customer that

    transferred
    > 1,900 + open invoices. He was glad not to have to type those manually.
    >
    > "Tim Kroesen" <> wrote in message
    > news:pFhRb.27872$...
    > > Can't he do that without buying your s/w?
    > >
    > > My apologies if that's a freebie.
    > >
    > > Tim K
    > >
    > > "Karl Irvin" <> wrote in message
    > > news:WGfRb.120739$Rc4.944360@attbi_s54...
    > > > See the Beginning Balance Transfer Utility at www.q2q.us
    > > >
    > > >
    > > > "Jim Schwisow" <> wrote in message
    > > > news:...
    > > > > My company file is getting rather large and I have decided to

    start
    > > a
    > > > > new company file to avoid future data corruption problems. I
    > > > > understand that I can export lists from my old company file and

    then
    > > > > export them into the new company file. I am wondering how to

    handle
    > > > > the balances for my customers that have account receivables. I

    would
    > > > > like to maintain the aging detail of the account balances. Is

    this
    > > > > possible? Also what should I do in my old company before I

    export
    > > the
    > > > > information to inport into the new company file?
    > > > >
    > > > > Thanks,
    > > > > Jim
    > > >
    > > >

    > >
    > >

    >
    >
     
    Tim Kroesen, Jan 27, 2004
    #5
  6. Jim Schwisow

    Jim Schwisow Guest

    Karl,

    I looked at your software, but I am on cash basis accounting and have
    QB2000 Pro, both of which make your software not useable for me.

    Jim

    "Karl Irvin" <> wrote in message news:<WGfRb.120739$Rc4.944360@attbi_s54>...
    > See the Beginning Balance Transfer Utility at www.q2q.us
     
    Jim Schwisow, Jan 27, 2004
    #6
  7. Jim Schwisow

    Karl Irvin Guest

    Tim

    That's correct no native ability. You do loose comparative FS history when
    you start a new company file as of the first of the current year. You don't
    loose the open items if you type or transfer them in. You can start a new
    file as of the beginning of the prior year and transfer a whole years
    activity into the new file but it's usually more work that it's worth.

    Condensing usually doesn't shrink the file all that much. In most cases with
    lists, a large number of the entries are no longer needed. With the
    appropriate transfer tools you can transfer just the list entries that are
    not marked as inactive or just the customers and vendors with an open
    balance.


    "Tim Kroesen" <> wrote in message
    news:w4kRb.1$...
    > Well I sure hope OP doesn't have that many customers that owe him money
    > <g>; so what you're saying is qb has no native ability to do the job
    > properly; like just exporting lists but little else. Since he stands to
    > lose all his 'history' anyway cannot OP simply condense? If his 'lists'
    > are close to allowable limits this won't of course help; but neither
    > will his strategy of opening a new company file and trying to import
    > such lists; or your utility for that matter...
    >
    > Tim K
    >
    > "Karl Irvin" <> wrote in message
    > news:LVhRb.121400$Rc4.951231@attbi_s54...
    > > Hi Tim
    > >
    > > Sure he can. It's not a freebie but the website has some information

    > about
    > > starting a new file that's useful whether you buy the software or not.

    > The
    > > decision to purchase the software should be based on cost and accuracy
    > > considerations.
    > > If you have to key many open invoices, the software is the cheaper

    > route
    > > unless your time is free. A few days ago, we had a customer that

    > transferred
    > > 1,900 + open invoices. He was glad not to have to type those manually.
    > >
    > > "Tim Kroesen" <> wrote in message
    > > news:pFhRb.27872$...
    > > > Can't he do that without buying your s/w?
    > > >
    > > > My apologies if that's a freebie.
    > > >
    > > > Tim K
    > > >
    > > > "Karl Irvin" <> wrote in message
    > > > news:WGfRb.120739$Rc4.944360@attbi_s54...
    > > > > See the Beginning Balance Transfer Utility at www.q2q.us
    > > > >
    > > > >
    > > > > "Jim Schwisow" <> wrote in message
    > > > > news:...
    > > > > > My company file is getting rather large and I have decided to

    > start
    > > > a
    > > > > > new company file to avoid future data corruption problems. I
    > > > > > understand that I can export lists from my old company file and

    > then
    > > > > > export them into the new company file. I am wondering how to

    > handle
    > > > > > the balances for my customers that have account receivables. I

    > would
    > > > > > like to maintain the aging detail of the account balances. Is

    > this
    > > > > > possible? Also what should I do in my old company before I

    > export
    > > > the
    > > > > > information to inport into the new company file?
    > > > > >
    > > > > > Thanks,
    > > > > > Jim
    > > > >
    > > > >
    > > >
    > > >

    > >
    > >

    >
     
    Karl Irvin, Jan 27, 2004
    #7
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