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Level 1

Export/import a chart of accounts

Is it possible to export a chart of accounts from one company and import them into a new company?
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Best answer December 10, 2018

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Highlighted
Level 8

Export/import a chart of accounts

File>export>list as IIF, select your chart of accounts, from the other company file use file>import>from IIF files, navigate to your file.

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Highlighted
Level 8

Export/import a chart of accounts

File>export>list as IIF, select your chart of accounts, from the other company file use file>import>from IIF files, navigate to your file.

View solution in original post

Highlighted
Level 1

Export/import a chart of accounts

When I am in the second company that I want to import to it won't let me open the company.  It asked where do I want to import and I can only name a new file and store it in documents, or desktop, but not in a QB company file
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Level 1

Export/import a chart of accounts

I figured it out.  Open second company.  Then double click on chart of accounts file that you saved, it will ask you to make sure company is open that you want to import to, click ok or import.  Bam!!
Highlighted
Level 2

Export/import a chart of accounts

Yes. The easiest way is to export the IIF file from one company and import it into another. This should be available in the Mac version.  File > Utilities > Export > Lists to IIF.

Open the new company and go to File > Utilities > Import > IIF Files
Highlighted
Level 1

Export/import a chart of accounts

Can you send a screenshot please? That would help me a lot. I don't even know where "File" is. Do you have the online version?
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Level 2

Export/import a chart of accounts

File is the first menu on the menu bar. If you are using a Mac, hold down the Apple/Command key and press the letter F. That will open the file menu. You mention the online version, too.  Which version are you using?  Each version has different ways of doing things. Mac is different from Windows, and they are both different from the online version.
Highlighted
Level 1

Export/import a chart of accounts

I just exported the chart of accounts and item list into a .iif file. When I attempt to load it onto my clients QB program, the new import function is not working. Again Intuit screws up a perfectly good system. Any suggestions?

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QuickBooks Team

Export/import a chart of accounts

Hi there, KeithG.

 

Thanks for joining this thread. Allow me to help ensure you're able to import chart of accounts and item list into a .IIF file successfully. 

 

Once the file is not successfully imported, QuickBooks will then automatically create a new .IIF file for failed records with error info. You will then have 3 options to move forward:

  • Review now - Will open the new .IIF created. Proceed to How to Review the errors in .IIF.
  • Open in folder - Will open the folder where the new .IIF file is located.
  • Close - Will close the window and ignore the Lists and Transactions that wasn't imported.

If you encounter the error File not imported, QuickBooks gives you the option to review and resolve the errors found in the .IIF file. To do this, let me provide you the steps below: 

  1. Select Review now.
  2. Look for ERROR to see what the problem(s) with the file is.
  3. Correct the errors and Save. If asked if you want to keep the file type, select Yes.
  4. Close the File not imported window.
  5. Import the new, corrected .IIF file.

For additional reference, you can check these articles: 

If you need further assistance with the steps, I recommend calling our QuickBooks Desktop Support Team. They have the tools to do a screen share and walk you through the process.

 

Here's how you can contact our phone support:

  1. Click this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select the version of QuickBooks, click Contact Us.
  3. Type-in Technical Support on the search bar. 
  4. And click Get the Phone number below. 

Please let me know how it goes. I'm always here to help if you have any other questions importing lists in QuickBooks. Have a good one. 

Highlighted
Level 15

Export/import a chart of accounts

@JanyRoseB

 

Please Learn from this input.

 

@KeithG

 

Yes, they Broke it; Here is an article for how to understand what they broke and how to Cope, anyway, until Intuit fixes it:

https://bigredconsulting.com/quickbooks-2019-iif-import/

Highlighted
Level 2

Export/import a chart of accounts

I had this same question - this thread solved my problem. I use QB Pro 2011 Desktop and Windows10. The only thing different was that I had to go to File\Utilities\Export.  And when importing into the new company I had to peck around to find where .IFF file was saved.  But fairly easy and painless.

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QuickBooks Team

Export/import a chart of accounts

That’s what we love to hear, @lplewis!

 

I appreciate you for sharing your feedback on how the steps from this thread resolve your concern. Also, thank you for sharing the additional steps you’ve performed on your end. These steps will help a lot of customers who are also having the same issue. 

 

For additional insights in navigating around QuickBooks, you can join our webinars: Get the most out of QuickBooks with Webinars.

 

Swing by here in the Community if you have other questions about getting the most out of  QuickBooks full potential. I’m just a few clicks away.

Highlighted
Level 1

Export/import a chart of accounts

He referred to his 2011 copy of Quickbooks... 2019 and up I am starting to learn may have issues.  I am importing in my COAs with corrections but I keep getting the error: "The account number is already in use."
I have ensured that preferences were set for the import to override existing data, but the error persists. I have used Excel and IIF formats but get the same error.

Highlighted
QuickBooks Team

Export/import a chart of accounts

Hello there, hilliardaccounting.

 

I'm here to show you how we can resolve this error.

 

We need first to make sure that you have the latest release of QuickBooks Desktop. You'll want to update it by following the steps in this article: Update QuickBooks Desktop.

 

Also, let's rebuild your company file to fix any issue it may have which can cause this error. You can follow these steps:

  1. Back up your QuickBooks Desktop company file.

  2. Go to the File menu > Utilities > Verify Data.
  3. Wait for it to load.
  4. Choose File again > Utilities > Rebuild Data.

In addition, I suggest reaching out to our Customer Support Team if this behavior continues. That way, they can check the file to see the cause of this error. Simply go to the Help menu and select QuickBooks Desktop Help. On the pop-up, click the Contact us.

 

Please comment again if you need additional help with this. Have a great day!

Highlighted
Level 1

Export/import a chart of accounts

I already found that standard reply somewhere and tried it.  Doesn't work.

 

Highlighted
QuickBooks Team
QuickBooks Team

Export/import a chart of accounts

I understand it can get frustrating having to go through multiple troubleshooting steps and not having any of them work can be a real pain, jehaccounting.

 

If you encounter an error File not imported, QuickBooks gives you the option to review it. Then, make corrections of the errors found in the .IIF file.

 

Here's how:

 

  1. Click Review now link. 
  2. Search for the ERROR to see what the problem(s) with the file is.
  3. Make corrections to the error.
  4. Tap the Save button. 
  5. Select Yes if you want to keep the file type.
  6. Close the File not imported window.

Then, Import the new and corrected .IIF file to QuickBooks Desktop.

 

For more details about importing your lists and transactions, check out these articles: 

 

If the same thing happens, I'd suggest contacting our Technical Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue.

 

Here's how to reach them:

 

  1. Click the Help icon on the top menu. 
  2. Choose QuickBooks Desktop Help
  3. Tap Contact us.
  4. Select Search for something else and enter your concern in the Tell us more about your question: field. 
  5. Tap Search
  6. Choose Start a Message or Get Phone Number to connect with our support. 

QBDT contact1.PNG QBDT contact2.PNG

I have a link here where you can find articles about managing your business in QuickBooks: https://quickbooks.intuit.com/learn-support/en-us/get-started/07?product=QuickBooks%20Desktop.

 

Feel free to go back to this thread if you need anything else in QuickBooks. I'll be here to ensure your success. Take care always. 

Highlighted
Level 1

Export/import a chart of accounts

Quickbooks does NOT allow the import function to override accounts that already have existing account numbers. True or False?

Highlighted
QuickBooks Team

Export/import a chart of accounts

Thanks for keeping in touch with us here in the Community, @jehaccounting.

 

Allow me to share some ideas about importing IIF files in QuickBooks Desktop (QBDT).

 

QuickBooks Desktop doesn't based on the account number when importing your file. It based on the account name so it override the accounts name when there's an already existing information. Thus, QuickBooks will prompt you with three options if it detects a duplicate account name. Here's a screenshot for visual information of what I'm referring to:


A101.PNG

Also here are some articles that you can refer to learn more about importing files in QuickBooks Desktop:

 

 

I'll be around in the Community to help if you have more questions with importing your files in QBDT. Stay safe, @jehaccounting.

Highlighted
Level 2

Export/import a chart of accounts

The 'review' option is broken...  completely broken, when you press the button to review, it fails with a message liek 'unable to open quickbooks file'...  horribly frustrating...

 

thanks to @qbteachmt  for providing the solution, which is to NOT click the big green 'Import IIF' button, but to click the small type "Import it for me, I'll fix it later" link....  Thanks,  this worked *flawlessly*!

 

and to think this is just to create a test company to troubleshoot other things that don't work with QB Desktop and QBPOS integration... if Intuit's goal is to frustrate customers, they are doing a great job.

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