Importing Transactions

Let's work together to transfer your data to the correct company file, @sdaniluk,

Yes, you can. All you need to do is pull up a transactions report then export them to Excel. Here;s how:

1. Go to the Reports menu at the top.
2. Select the report you need based on the transactions you created. Here's an article to guide you with the available reports in QuickBooks: Understand reports.
3. Tap the Excel button on the report, then select Create New Worksheet.
4. Choose your preference in the Send Report to Excel window and hit Export.

Before you import these transactions to the correct company file, make sure you follow the recommended headers for a file import. The placement of these headers defines a field in the company file to prevent issues during the import, and serves as a command on what information is imported into QuickBooks.

You can find the IIF template for each transactions you import through this link: IIF Overview: import kit, sample files, and headers

To import data, follow the steps below:

1. Sign to to your company file as Admin and ensure you are in a single user mode.
2. Go to the File menu.
3. Select Utilities.
4. Click on Import.
5. Select IIF Files.
6. Locate your .IIF file and highlight it. Then Open.
7. Select OK on the pop up message confirming your data has been imported.

For further details, you can check this article: Export or import Intuit Interchange Format (.IIF) files.

I look forward for an update from you on how it goes. I want to make sure this import issue is resolved for you. Have a good one!

hi @sdaniluk ,

If you are not familiar with IIF, you may explore TP Exporter and TP Importer for your case.

https://transactionpro.grsm.io/fl-qbd

Hope it helps.