exporting from one company file to a new company file?


N

news

I'm the IT guy of a SMALL business (12 employees.) The front-office
lady has set up Quickbooks with a second "company file" for 2005. But
Jan and Feb invoices have until then been going into the old "company
file" that's been used for the last 3 years.
(They want to start using new company files for each year.)

Is there a way to export invoices from company file A to be imported
into company file B? I see how you can import IIF files, but can't find
anything on exporting.

Thanks for any assistance!
Liam
Oh, it's QB Premiere 2004 I believe.
 
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J

JerryMouse

I'm the IT guy of a SMALL business (12 employees.) The front-office
lady has set up Quickbooks with a second "company file" for 2005. But
Jan and Feb invoices have until then been going into the old "company
file" that's been used for the last 3 years.
(They want to start using new company files for each year.)

Is there a way to export invoices from company file A to be imported
into company file B? I see how you can import IIF files, but can't
find anything on exporting.

Thanks for any assistance!
Liam
Oh, it's QB Premiere 2004 I believe.
I saw a bit of software for $119 to MOVE/COPY stuff from one QB file to
another.

See Paul Danaher's post of 2/23/2005 at 11:17am.
 
P

Paul Danaher

Since you're here, Karl, can I just check with you that my proposed transfer
strategy will work? I want to transfer my data from US QBPro to Canadian
QBPro. I'm assuming the procedure will be:
0 Back up everything!
1 Identify US QBPro source file, set all the permissions to allow
transfer while QBPro isn't running.
2 Identify Canadian QBPro destination file, ditto.
3 Run the transfer for the first period, checking to see if any
finetuning is required.
4 Run the transfers for subsequent periods.
Is this right, please?
 
R

Richard Mathews

I have found it useful to create a new company file every year. I've been
doing the bookkeeping for a small architectural firm with QuickBooks for 10
years and every year I find that I want to tweak things a bit for better
reporting and project tracking. A couple years ago I completely reconfigured
how we use Items and Classes and I doubt I'd have been able to do that if I
was continuing in the same company file.

Regarding the transfer of data, I've found it's easier just to bite the
bullet and manually re-input all the transactions. Crank up the stereo and
get into a rhythm and it'll be done before you know it.

Rich
 
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J

JoeG

I'm the IT guy of a SMALL business (12 employees.) The front-office
lady has set up Quickbooks with a second "company file" for 2005. But
Jan and Feb invoices have until then been going into the old "company
file" that's been used for the last 3 years.
(They want to start using new company files for each year.)

Is there a way to export invoices from company file A to be imported
into company file B? I see how you can import IIF files, but can't find
anything on exporting.

Thanks for any assistance!
Liam
Oh, it's QB Premiere 2004 I believe.
I would backup the company file, import the backup, open the imported file
on quickbooks and edit the file accordingly, delete all unncessary data
I think that is faster than reentering all data as someone suggested before.

good luck
 

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