Monday, July 11, 2011

QuickBooks Tip #8 - Transfering and Importing Lists

QuickBooks Tip #8

You can transfer & import your customer, vendor, chart of accounts, and many more lists from one company file to another.

While in your QuickBooks company you would like to export from, go to "File", then "Utilities", choose "Export" and "Lists to IIF files".
A box will pop up for you to check off which lists you would like to export.
The system will default to save these files in your QuickBooks folder.
Once completed, open the company file you would like to import them into.
Go to "File", "Utilities", "Import", "IIF Files".
Your QuickBooks folder will open, and you should see the files that you had exported.
You will need to import these one at a time.
Depending on what you need to import, there is a specific order in which importing should be done.

For more QuickBooks Tips, explore http://bit.ly/TipSeries. If you have any questions about this tip or any other tips, please email Marketing@CoverRossiter.com or call 302-656-6632. Visit our website at www.CoverRossiter.com/ for more information about our firm and its services.