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Converting data is my specialty, shawnr72. I'll gladly show you the way.
When changing one business type to another, we'll have to start a new company file. Not to worry, we can carry over the data you still want to use from the existing one.
To start, I'd suggest saving a copy of your financial reports. These are useful when entering your beginning balances. Before proceeding, make sure your books are up to date.
Here's how:
- Go to the Reports menu.
- Select the report you want to keep a copy of:
- Account balances: Select Company & Financial, then Balance Sheet Detail.
- Customer balances: Select Customers & Receivables, then Customer Balance Detail.
- Vendor balances: Select Vendors & Payables, then Vendor Balance Detail.
- You can customize your reports to better fit your needs.
- On the report window, select the Print drop-down menu.
- Select Print if you want to keep a physical copy of the report.
- Select Save as PDF if you want a digital copy.
Then, export your lists from the old company file. This way, you don’t have to enter them manually.
Once done, you can now create a new company file. After creating, you can start importing your lists and entering your accounts’ beginning balances.
If you use different QuickBooks features and services, you can re-set them up to help you manage your books. To learn how, please see these articles:
- Set up Bank Accounts for Bank Feeds in QuickBooks Desktop
- Track Account Balances by Classes Using Class Tracking
- Connect your Existing Payments Account
Please let me know if there's anything else I can help you in creating a new file, shawnr72. It's my priority to ensure you're able to successfully convert your data.
