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Join nowI took over as treasurer for a not profit. The company 2023 file needed corrections which were completed by our CPA. I mistakenly reloaded the wrong file from the CPA. I loaded the bad original file. In addition, I have entered three month of 2024 transactions . I need to load the corrected CPA file with the three months of transaction.
Thank you,
Thanks for laying out the details of your concern, @citation1948.
Let's get those corrected transactions entered in QuickBooks Desktop.
I understand that you want to merge two company files. However, this isn't possible in QuickBooks Desktop (QBDT). What we can do is manually reenter the transactions into the system. If you're on QBDT Accountant or Enterprise, I recommend using the batch transactions feature to expedite the process.
Alternatively, we can import them using the IIF tool. I'll provide you with the steps, but ensure to keep a backup company file first to secure your data if you ever run into problems.
Here's how:
On top of that, I suggest downloading an IFF import kit to further guide you with creating a file. You can refer to this article for a detailed process: IIF Overview: import kit, sample files, and headers.
Also, you can consider condensing the wrong company file to remove the 2023 transactions and retain the entries from 2024 if you're dealing with the accountant's changes. Then, incorporate the correct accountant's changes file.
This reference can give you a detailed process if you encounter errors when importing the accountant’s changes into your company file: Fix errors and unexpected results when importing the accountant's changes.
Feel free to reply to this thread if you have further questions about the information above about managing your company files. I'm here to answer it for you.
You may have 2 options:
1. Cheap option
Purchase a $299 one time license migration tool. You can get $100 cashback to purchase the license thru a partner.
https://get.transactionpro.com/qbd
2. Expensive option
Purchase a 3rd party file merge service.
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