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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 12-10-2018

Accepted Solutions
Level 8

File>export>list as IIF, select your chart of accounts, f...

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

11 Comments
Level 8

File>export>list as IIF, select your chart of accounts, f...

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

Level 1

When I am in the second company that I want to import to...

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
Level 1

I figured it out.  Open second company.  Then double clic...

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!!
Not applicable

Yes. The easiest way is to export the IIF file from one c...

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
Level 1

Can you send a screenshot please? That would help me a lo...

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?
Not applicable

File is the first menu on the menu bar. If you are using...

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.
Level 1

Re: File>export>list as IIF, select your chart of accounts, f...

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?

QuickBooks Team

Re: File>export>list as IIF, select your chart of accounts, f...

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. 

Level 15

Re: File>export>list as IIF, select your chart of accounts, f...

@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/

Level 2

Re: File is the first menu on the menu bar. If you are using...

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.

QuickBooks Team

Re: File is the first menu on the menu bar. If you are using...

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.

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