I'd be glad to help with your question about exporting data from QuickBooks, Misty.
I'll also share the steps on how you can export your data using an .IIF file. This type of file can easily be opened on Excel or imported to a new company file
Here's how:
- Go to the File menu, select Utilities, and then Export > Lists to IIF Files.
- Select the list you want to export and click OK.
- Browse the location where you want to save your file and click Save.
Please take note that this only export list elements (vendors, customers, chart of accounts, and other lists), and not the actual file or transactions. Please see these articles for more details:
Then, import the file into the new on. Check out this article for the complete set of instructions: Start a New Company File with Data from Your Existing File.
If you want to transfer the actual transactions, you'll want to use a third-party app that offers this type of service. You can look for approved and accredit apps here: https://desktop.apps.com/home.
Other users of the forum who have already tried the same process can also jump in and share their experiences.
Lastly, let me share these articles in case you want to use these features in the new company file:
Don't' hesitate to add more questions if you need anything else. We'd be more than happy to help you again.
