This article guides you on exporting lists from a QuickBooks company file to another. The steps provided here assume you already created a new company file.
See Create QuickBooks Desktop company file: Overview for other workflows you can use to create a new QuickBooks Desktop company file.
Quick tip:
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- From the QuickBooks File menu, select Utilities > Export > Lists to IIF Files.
- Select the list you want to export and click OK.
- Browse the location where you want to save your file and click Save.
Step 2: (Optional) Clean up your lists
What do I remove from my lists?
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- Open the IIF file you exported from your company file in Excel.
- Open Microsoft Excel.
- From the File menu, select Open (if you're using Excel 2007 choose the Office Button Open).
- Choose the location where you saved the .IIF file.
- In the file type field, choose All Files.
- Select your IIF file then click Open.
- Click Next twice and select Finish in the Text Import Wizard. The IIF file is now opened in MS Excel.
- Make the necessary edits using MS Excel.
- Save the changes you made to the IIF.
- From the File menu, select Save (if you're using Excel 2007, choose the Office button > Save).
- Click Yes on the prompt that appears.
- Exit Excel.
- You will be prompted to save the IIF file again. Click Don't Save.
Get a more thorough discussion about IIF files in IIF Overview: import kit, sample files, and headers.
Step 3: Import the list
Note:
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- Open the new company file. Make sure that you are logged in as the Administrator and you are in single user mode.
- From the File menu, select Utilities.
- Select Import and click IIF Files
- Import the Chart of Accounts.
- After successfully importing the Chart of Accounts, import the other list following this order.
- Import the lists that do not contain information from other lists.
- Customer Type List
- Supplier Type List
- Class List
- Job Type List
- Payment Terms List
- Payment Methods List
- Shipping Methods List
- Customer Message List
- To Do Notes
- Import the following lists one by one in this order:
- Supplier
- Employee
- Other Names
- Sales Rep
- Item
- Price Level
- Customer
- Budgets
- Import the lists that do not contain information from other lists.
Step 4: Set up the Opening Balance
See
Record Opening balance in QuickBooks Desktopfor detailed information.