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Yu Sun
Level 1

How to export transactions from one QuickBooks file and import into another one monthly?

I have two QuickBooks files in use. Both are desktop versions. A coworker does create invoices, create sales receipts, receive payments only into one QuickBooks file. And I enter everything into a second QuickBooks file. The problem is that every month I have to enter the entries that my coworker did in her QuickBooks into my QuickBooks. Now we did the same job twice every month! Is there a way I can use her work simply?

 

I am thinking of two solutions. One is using batch entries function; the other way is using IIF import and export. But if using IIF, the problem is that it will ask to export all transactions. It will be time consuming, because both QuickBooks files are big. and I only want transactions for a month to be exported. If I use batch entries, how does it work to meet my need? Can any guru give some suggestions? Many thanks in advance.

2 Comments 2
Noelia Nievas
Level 4

How to export transactions from one QuickBooks file and import into another one monthly?

Hi @Yu Sun 

 

Having extra help getting the books done helps keeps things going. I am glad to see you have someone to assist you with this.

 

Click here for an article that will hopefully assist you with this question.

 

Reach out if you have any further questions.

 

Noelia

Fiat Lux - ASIA
Level 15

How to export transactions from one QuickBooks file and import into another one monthly?

@Yu Sun 

You may utilize a migration tool. You just need to purchase a one time license of it. The exporter tool for your colleague, and the importer tool for you.

https://transactionpro.grsm.io/qbd

 

Anyway, why do you need to have 2 separate company files with the same data?

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