This newsletter will offer an in-depth system to export lists from the old business enterprise into a brand new records report. it could be a chunk complex system for you in case you aren’t the use of QuickBooks Support advise from a long period of time. however, to export the stairs to export lists to a new information record will handiest paintings if you’ve already created a brand new enterprise document in any other case you’ll create a new company record first.

Important Note:-

  • in case you are Direct Deposit or Assisted Payroll user then, first of all, you need to contact the QuickBooks Payroll Tech aid wide variety +1888-396-0208 toll-free. (applies to US simplest).
  • if you import broken listing then it may damage your new QuickBooks enterprise record as well.
  • You ought to create a backup of your QuickBooks agency record in case you are exporting the list to a present corporation file or if you’ve already brought info into your new QuickBooks company report.
  • The cited steps in the article are most effective to import lists. if you need to move transactions as nicely you then want to add transactions by batch or with the aid of a third birthday celebration application.

A way to Export Lists From vintage organization document To New

Steps to export the lists from old agency records file to new areas given beneath:

Step 1: Export listing

Quick tip:

  • while you export a list from QuickBooks, it is going to be saved with.IIF extension that can be opened in Notepad or Excel.
  • you are endorsed to export the most important listing consisting of object, clients, vendors, one at a time to to make certain you don’t get into problems that can be resulting from exporting long lists.

Steps:-

  • Open QuickBooks and from the primary menu, visit report > Utilities > Export > Lists to IIF documents.
  • pick out the listing you’ll be exporting
  • click on good enough.
  • pick out a folder area in which you want to save your record and choose a store.

Step 2: (non-compulsory) clean Up Your Lists

What do I eliminate from my lists?

  • customers to whom you now not promote.
  • vendors from whom you no longer buy.
  • personnel who are not on your organization anymore.
  • items that you don’t promote anymore.
  • some other irrelevant access which isn’t always required inside the new agency document.

Run the IIF report which changed into exported from the antique company document into Excel

  • Open Microsoft Excel in your gadget.
  • click at the record menu and select Open from the drop-down list (For Excel 2007 users, you want to click on on the workplace Button Open).
  • Browse to the folder area where the.IIF file is saved.
  • choose All files in the document kind segment.
  • spotlight your IIF record and then click on Open.
  • maintain on clicking next until you get the end select the finish alternative from the textual content Import Wizard. The IIF report has to get opened in MS Excel.

Make the required modifications inside the listing using MS Excel.

keep the changes

  • click on on the report menu and pick out Open from the drop-down listing (For Excel 2007 customers, you need click on on the office Button Open).
  • choose yes on the speak box.
  • near the Excel.
  • you will be asked to keep the IIF file once more by using the Excel. You need to click on Don’t save.

Step three: Import The last

Important Note:-

  • You must import the listing via following to reserve listed on this segment which will import the listing easily.
  • it’s far fantastically endorsed to back up your employer file earlier than importing any list and every after effectively importing one or two predominant lists.

Steps:-

  • Open the new organization document thru QuickBooks and make sure that you are logged in to home windows with Administrator

Note: You ought to be using QuickBooks in unmarried consumer mode.

  • visit record > Utilities > Import > IIF documents
  • Import the Chart of debts.
  • once you import the Chart of accounts efficaciously, you want to import the opposite list via following the beneath-stated order:

Import most effective those lists wherein the data from different lists aren’t covered:

  • customer type listing
  • supplier type listing
  • magnificence listing
  • activity type list
  • charge phrases list
  • payment techniques listing
  • shipping methods listing
  • purchaser Message list
  • To Do Notes

Import the below-referred to lists one by one within the following order:

  • dealer
  • worker
  • other Names
  • sales Rep
  • item
  • charge level
  • customer
  • Budgets

Step 4: set up the outlet stability

You may go to the document establishing stability in QuickBooks to get additional records approximately it.

In Conclusion

The furnished answers should allow you to export lists from an old employer document into a brand new one. but, every now and then you can face some errors or troubles if you try and export or import an extended list at a time.

In such situations, you may face some problems like QuickBooks continues freezing, QuickBooks Online Support now not responding, unrecoverable mistakes, QuickBooks receives crashed and so on. you could also face some unique errors associated with exporting the lists. In such instances, you can get in touch with us at our toll-unfastened QuickBooks Tech support number to get your problems resolved very quickly.


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