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Deb0912
Level 1

Transfer customer list from QB desktop new desktop account.

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.

 

2 Comments 2
Fiat Lux - ASIA
Level 15

Transfer customer list from QB desktop new desktop account.

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.

TirzahC
QuickBooks Team

Transfer customer list from QB desktop new desktop account.

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:

 

  • Export customer, vendor, item, and other lists from one company file and import them into another
  • Import lists or transactions into QuickBooks from another program
  • Share data between different QuickBooks editions and platforms (such as Pro, Premier, and Enterprise, or between Windows and Mac)

 

Follow these steps on how to export it from the old file:

 

  1. Go to the File menu, scroll down to Utilities, look for Export, and then choose List to IIF Files.
  2. Select which lists you want to export.
  3. Click OK.
  4. Save it somewhere you can easily find.

 

Once done, follow these steps on how to import it in the new file:

 

  1. Go to the File menu, scroll down to Utilities, look for Import, and then choose IIF Files.
  2. Click OK.
  3. Select Import IIF and look for the file that you saved earlier.
  4. Follow the succeeding prompts to import the 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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