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jlclark137
Level 2

Starting new company file 2012 to 2019

Hi All,

 

I have QB pro 2012 and just purchased QB pro 2019 (for obvious reasons!).

Tomorrow I will be installing QB pro 2019. Since my 2012 company file is old and has so much data, I need to create a new company. BUT, how do you bring the new company file up to date with current sales receipts, purchase orders, bills, etc if QB only allows you to import lists such as vendors?? Please help! Thank you

3 Comments
Anonymous
Not applicable

Starting new company file 2012 to 2019

It's nice to have you again in the Community, @jlclark137.

 

Let me help share some information about importing data to a new company file.

 

You can import not just the vendor's lists but other lists as well such as item, customer type, budgets, class, and others. You can also import transactions such as invoices, vendor bills, purchase orders, credit card transactions, etc. 

 

These data can be imported using the Intuit Interchange Format (.IIF) files. For more details about the list and transactions you can import, you can refer to this helpful article: Export or import Intuit Interchange Format (.IIF) files.

 

You can also check this references guide below for creating and working with .IIF import files.

 

IIF Overview: import kit, sample files, and headers

Improved IIF Import in QuickBooks 2019

 

This should help in staring your new company file. Should you need anything else or if you have other questions about importing data, please let me know. I'll be here to help however I can.

Anonymous
Not applicable

Starting new company file 2012 to 2019

Yes, it is difficult to import current transactions for a significant period of a data file without a lot of cleanup. 

 

You can use an app like our BRC Transaction Copier , which is best used for banking and source AR and AP transactions (like bills and invoices) but not so much for payments against those transactions, because those transactions have to be edited after import to link them to their source transactions.  Still, it might be better than manual reentry of the transactions.

 

Another way is to upgrade the file and then use the Condense feature to cull older transaction data and optionally the list elements (like names) associated only with that deleted data.  The remaining data in the file will be just as it was before the Condense operation with no need to fix it.

Rustler
Level 15

Starting new company file 2012 to 2019


@Anonymous wrote:

Another way is to upgrade the file and then use the Condense feature to cull older transaction data and optionally the list elements (like names) associated only with that deleted data.  The remaining data in the file will be just as it was before the Condense operation with no need to fix it.


with no need to fix it

 

maybe, only a maybe.

 

IF, if you are going to try the condense feature, first print out the financial statements, a/p and a/r aging/ sales tax payable and inventory valuation summary at the minimum

 

after condense print the same reports they MUST match, or delete the condensed file and restore the original back up file

 

Condense works about 60-70% of the time accurately. 

If condense, and period copy if you have the accountants version (same issues), do not work, the first two utilities on this page do work accurately
http://www.q2q.us/indexutilities.htm
I am not affiliated.

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