Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI 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?
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:
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:
Then, let's import them to your new company file. I'll guide you with the steps:
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.
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
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.