Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

moving company file

I currently have my business accounts in quickbooks with my personal accounts and would like to separate them. Is there a way to make new company file and move current company accounts/transactions? 

2 Comments
QuickBooks Team

moving company file

Thanks for posting a question here in the Community, @bhiatt20.

 

Yes, we can create a new company file to separate your personal and business accounts. We'll have to export and import the data from an existing company file.

 

First, let's create a new company file for your preferred account. Here's how:

 

  1. Go to the File menu, and then choose New Company.
  2. On the pop-up window, select Express Start if you want to get started right away or pick Detailed Start if you wish to do a complete setup of all info from the start.

    3. Then, follow the onscreen steps to finish the setup. 

 

Also, create a different name for your new company file. This way, QuickBooks Desktop won't accidentally override your data.

 

Once done, let's export your data to Excel. To export customer, vendor, and payroll lists, here's how:

 

  1. Open the Customer/Vendor/Payroll center.
  2. Select Excel drop-down ▼ and choose Export Customer/Vendor/Employee list if you want to export data such as name, balances, and contact information. However, choose Export Transactions if you want to export them either by name or transaction type.
  3. In the Export window, pick whether to create a new worksheet or update an existing worksheet.
  4. Click the Export button. Then, edit the info in Excel as needed.

 

Then, let's import them to your new company file. I'll guide you with the steps:

 

  1. Go to the File menu, and then select Utilities. 
  2. Click Import, and then Excel Files.
  3. If you get the Add/Edit Multiple List Entries window, pick No.
  4. Follow the wizard in the importing file.

Please refer to this article for more details about the steps above:Export and import data to QBDT.

 

You may want to visit our QuickBooks App store to check for some suggested apps that can help you with editing and importing your files: https://desktop.apps.com/home.

 

Please let me know if you have more questions about managing your data or anything else related to QuickBooks. I'll be here to help you. Take care and stay safe.

Level 15

moving company file

@bhiatt20 

You may create a new company file as mentioned by ReyJohn_D and utilize a 3rd party tool to migrate data between company files.

 https:// transactionpro.grsm.io/qbd

 

Need to get in touch?

Contact us