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I need to transfer our customer list to the company buying our business. We both have QB Desktop Pro. I think I've got the idea for exporting the list. Do I need to set up the export using only the columns suggested in the example spreadsheet, or can I use all the info?
Also, how to import this list into Desktop Pro?
Thanks so much.
For your reference
https:// quickbooks.intuit.com/learn-support/en-us/help-article/list-management/iif-overview-import-kit-sample-files-headers/L5CZIpJne_US_en_US?uid=l7vavdf6
If you are confused about using it, consider using a 3rd party migration tool instead.
I'm here to guide you on how to import your customer's data to your QuickBooks Desktop, Deb0912.
There's an option to export and import IIF files to move data between company files. This feature will allow you to:
Follow these steps on how to export it from the old file:
Once done, follow these steps on how to import it in the new file:
Learn more about this file in the articles below:
If you have further questions about importing your file, please feel free to reach back out. Have a great day!
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