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Hello there, @RegionSolar.
You can filter the list of your transactions to a specific date and download it. Once competed, you can import it to the new QuickBooks company file. I can guide you on how to do it.
First, you'd want to make sure that your customer's new QuickBooks company file is completely set-up. Here's how to download your Customer/Vendor/Inventory/Payroll lists:
- Open the Customer/Vendor/Inventory/Payroll center.
- Select Excel drop-down ▼ and choose Export Customer/Vendor/Employee list if you want to export data such as name, balances, and contact information.
- In the Export window, pick whether to create a new worksheet or update an existing worksheet.
- Click the Export button. Then, edit the info in Excel as needed.
On the other hand, you can follow these steps to download your transactions list:
- Go to the Reports menu.
- Scroll down to the Customer and Receivables section
- Choose the Transaction List by Customer report.
- Set the report Date Range.
- Click the Excel drop-down from the toolbar.
- Select Create New Worksheet.
- Click the Export button.
- Follow the on-screen transactions to complete the process.
Now, you can import it to the new company file. let's import them to your new company file.
- Go to the File menu, and then select Utilities.
- Click Import, and then Excel Files.
- If you get the Add/Edit Multiple List Entries window, pick No.
- Follow the wizard in the importing file.
You can read through this article for more details about the steps above:Export and import data to QBDT.
Lastly, you can enter your transactions to the new company file by batch. You can refer to this article for the step-by-step instructions: Enter transactions by batch in QuickBooks Desktop.
Get back to us here if you have other questions about managing your client's QuickBooks data. I'm always here to help.
