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4 replies

A
Anonymous
February 12, 2019

There's nothing built into QB to help you do this.

 

If you want to export select transaction from an Enterprise (or any) QB file and then import them into another file, use our BRC Transaction Copier 

 

If you really want to convert your entire Enterprise file to Pro or Premier, then a better way is to use our BRC Enterprise to Pro/Premier Conversion Service 

    C
    CynKo
    October 9, 2019

    Actually, in QB desktop if you search for all transactions in an account for whatever date range you want, you can then export to Excel or CSV in the lower right corner of the advanced find box.

    A
    Ap35
    March 2, 2020

    We followed those steps but now we are having trouble importing that information into the new company file on Quickbooks Desktop Pro. Can you tell us what to do now?

    BettyJaneB
    BettyJaneB
    Level 9
    February 12, 2019

    Hi there, @Bestzin.

     

    It's nice to have you back here in the Community. I'm here to share some information about the export and import process in QuickBooks Desktop.

     

    You can import transactions on your QuickBooks Desktop Premier. However, you can only export lists from QuickBooks. You can check out for some third party application that supports this feature.

     

    To guide through the process of exporting lists and importing transactions, you can use the Export or import Intuit Interchange Format (.IIF).  For more insights about this procedure, please check out this article: Export or import Intuit Interchange Format (.IIF) files.

     

     

    I'd also encourage sharing your product suggestions to our developers by sending us feedback. Doing this helps them determine the features that needs to be added for future updates. This can also help us assess how we can better serve you in running your business. 

     

    In order for them to account your suggestions, please follow these steps on your QuickBooks Desktop account:

    1. Click the Help menu bar.
    2. Scroll down to Send Feedback Online.
    3. Select Product Suggestion.
    4. Choose Product Suggestion for the Type of Feedback.
    5. Product Area is optional.
    6. Enter your suggestion.
    7. Click Send Feedback.

     

    Please let me know if you need further assistance with your QuickBooks account. I'm here to help you out whenever you needed me. Have a great day!

    A
    Anonymous
    February 12, 2019

    @BettyJaneB

    RE: I can walk you through with exporting transactions from QuickBooks Enterprise then import it to your QuickBooks Desktop Premier.  

    You can do this process by using the Export or import Intuit Interchange Format (.IIF).

     

    No, you cannot do this! There is no export of transactions to an IIF file built into QuickBooks.  You can only export lists to an IIF file.

      C
      continea
      Level 5
      August 31, 2020

      Thank you for chiming in on the thread, DreamBig. If you need to need to access the Tech Support menu, follow these steps below.

       

      1. In the top menu bar, go to the Help option then select QuickBooks Desktop Help.
      2. Choose the Contact Us button, as seen in the display.

      From here, you can enter a brief description and follow the on-screen instructions to connect with us.

       

       To export .IIF files from QuickBooks Desktop, these six steps will accomplish just that. However, there are limitations when it comes to importing and exporting this. I recommend reviewing this article to learn more.

       

      1. Log into your company file as Admin.
      2. Switch to Single-user Mode by using the File menu.
      3. In the same File menu, locate Utilities, then Export, and select Export .IIF Fileds.
      4. Choose the location to save the file.
      5. Please enter the name of the file in the File name field and save it.
      6. Click OK once completed.
       

      If you have any more questions, feel free to reach out and let me know what's up. The Community and I are here to help you. Take care.

       

      D
      DreamBig
      September 1, 2020

      Yet again, Intuit "support" gives a response that's incorrect. The IIF export is only for lists, not transactions. And if you export transactions into Excel, there's no way to convert that into an IIF without paying a lot of money for 3rd party software.

       

      After so many years and iterations, you'd think that Intuit would make it possible for us to merge company files or import transactions from one company file into another, rather than spending 100 hours re-inputting all the data manually.

       

      The ongoing ineffectiveness is why I stopped using QBO and told clients that upgrading to newer versions was a waste of money.

        D
        Duke4129
        July 23, 2021

        Can I export a build assembly to excel? 

        M
        Mich_S
        Level 5
        July 23, 2021

        Welcome to the Community, @Duke4129.

         

        The option to export assemblies is unavailable in QuickBooks Desktop. As a workaround, you can export the entire item list instead.

         

        Let me show you how to do it:

        1. Click on Lists, then hit Item List.
        2. Choose the Excel drop-down, then select Export all Items.
        3. In the Export window, Create a comma separated values (.csv) file.
        4. Select Export.
        5. Assign a file name and select the location where you want to save the file.
        6. Locate, open, and edit the file as needed.

         

        Please feel free to read these handy articles for your reference:

        After that, you'll learn about the IIF import and export limitations.

         

        I'll wait for your response to this post. Have a nice weekend!

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