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Deb0912
Level 1

Import Customer list in Desktop without overwriting/deleting existing list

We are acquiring a company, and need to import their list into our current company file. Can we do this using the IIF file format without overwriting or eliminating the current list? We want to keep our current list and add the new names into it in a batch, instead of individually typing in all the customers' information.

Thank you.

Solved
Best answer October 05, 2022

Best Answers
JessT
Moderator

Import Customer list in Desktop without overwriting/deleting existing list

Hi Deb0912!

 

It would indeed save time if you can use an IIF file to import your list of customers. The list will only add to your existing customers, it won't replace them. However, I highly recommend backing up your company file to make sure you won't lose anything in case there's an issue. Please note also that we won't offer technical support for importing and exporting IIF files.

 

Here are articles for your reference:

 

 

Let me know if you have any other concerns about QuickBooks Desktop. Take care and have a good one!

View solution in original post

3 Comments 3
JessT
Moderator

Import Customer list in Desktop without overwriting/deleting existing list

Hi Deb0912!

 

It would indeed save time if you can use an IIF file to import your list of customers. The list will only add to your existing customers, it won't replace them. However, I highly recommend backing up your company file to make sure you won't lose anything in case there's an issue. Please note also that we won't offer technical support for importing and exporting IIF files.

 

Here are articles for your reference:

 

 

Let me know if you have any other concerns about QuickBooks Desktop. Take care and have a good one!

Deb0912
Level 1

Import Customer list in Desktop without overwriting/deleting existing list

Thank you, JessT! Perfect.

That's all I needed to know.

Candice C
QuickBooks Team

Import Customer list in Desktop without overwriting/deleting existing list

Hey there, @Deb0912

 

Thanks for joining back in. 

 

I'm so glad my colleague was able to provide you with the information you needed to answer your question. 

 

We're always here to have your back. Take care! 

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