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Best answer March 16, 2023
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I can help you add the customer information to the employee USB, Kim.
Let me present two scenarios based on the details you've shared. You can only restore one company file. If you have less customer information, you may enter them manually using the Add/Edit Multiple List Entries feature from the Lists menu. See the attached screenshot below for your visual reference.
For complete instructions and detailed steps, please use this article: Add and edit multiple customers, suppliers, and items.
On the other hand, if you have too many customer records, I suggest creating a new company file to restore the customer's USB. Here's how:
- Open QuickBooks Desktop.
- In the No Company Open window, select Create a new company.
- At this point, you have two setup options:
- Select Express Start or Start Setup if you want to get started right away. You only need to enter your business name, industry, and business type and select Create Company File to create your company. You can enter this info later on.
- Select Detailed Start if you want to do a complete setup so all of your info is in from the start.
- Follow the onscreen steps to finish the setup.
- If you have an existing company file in QuickBooks, give your new one a unique name. This prevents QuickBooks from accidentally overwriting your data.
- Click Start Working.
Next, restore the customer's USB to the new company file. Once done, export the customer list and import it to the employee USB company file.
That should keep you going. Please tap me anytime if you have other concerns about entering company files in QuickBooks. I'd be happy to extend a helping hand.
I can help you add the customer information to the employee USB, Kim.
Let me present two scenarios based on the details you've shared. You can only restore one company file. If you have less customer information, you may enter them manually using the Add/Edit Multiple List Entries feature from the Lists menu. See the attached screenshot below for your visual reference.
For complete instructions and detailed steps, please use this article: Add and edit multiple customers, suppliers, and items.
On the other hand, if you have too many customer records, I suggest creating a new company file to restore the customer's USB. Here's how:
- Open QuickBooks Desktop.
- In the No Company Open window, select Create a new company.
- At this point, you have two setup options:
- Select Express Start or Start Setup if you want to get started right away. You only need to enter your business name, industry, and business type and select Create Company File to create your company. You can enter this info later on.
- Select Detailed Start if you want to do a complete setup so all of your info is in from the start.
- Follow the onscreen steps to finish the setup.
- If you have an existing company file in QuickBooks, give your new one a unique name. This prevents QuickBooks from accidentally overwriting your data.
- Click Start Working.
Next, restore the customer's USB to the new company file. Once done, export the customer list and import it to the employee USB company file.
That should keep you going. Please tap me anytime if you have other concerns about entering company files in QuickBooks. I'd be happy to extend a helping hand.
