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Join nowI have created a new company file. The one we were using was not used fully and has random bits and pieces used. I have created a new company file, with a new chart of accounts, and will be using as a fully functionable company file. What is the best way to transfer the most information I can for just this year out of the old file? Through the QuickBooks itself or an app that is top notch? Which is best for importing into the new file as well? And help and instruction with this is greatly appreciated!
Hello there, @Basin404. Glad to have you here.
Let me help you import your existing data into the new file.
Since you already have created a new company file, you can import your lists and enter your accounts’ beginning balances.
Afterward, you can set up online banking, payroll, and other services within the new company file. For more information you can check this article: Start over with a new company file, and include accounts and lists (customers, vendors, items, etc.)....
Also, QuickBooks Desktop (QBDT) allows integration with a number of third-party apps and software. If you want an added functionality, you can search for the app from the App Center to integrates with QBDT. Here's how:
Or you can also go directly to this link and search for an app: https://desktop.apps.com/home. If you have further questions about the third-party application, you can always contact their customer service team for guidance.
Please know that you can always visit here if you have any questions about converting the file with another company file. I'm always here to help. Take care and stay safe.
If you are not familiar with IIF, utilize one of these migration tool
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
We will have a new chart of accounts. How do I filter these transactions to the new chart of accounts?
We are changing our chart of accounts. How do I map transactions to the new chart of accounts?
Thanks for getting back to us, @Basin404.
Allow to me chime in and share additional details on how to map your transactions.
You'll want to download our .IIF import kit to aid you in mapping your transactions to your new chart of accounts. This contains details on how to import your list and account for your downloaded data. To be guided, feel free to utilize this link: IIF Overview: import kit, sample files, and headers.
Additionally, I suggest working with your accountant for additional guidance. This way, we can ensure the accuracy of your account after recording this. If you don't have one, visit our ProAdvisor page and we'll help you look for one from there.
You can also check this article for additional details in importing your data to QuickBooks Desktop (QBDT): Import and export data in QuickBooks Desktop.
Furthermore, I'm adding these links that serve as your guide in case you need to upload your bank transactions and match your account:
Need more help importing your transactions? Feel free to let me know in your reply. I'm always here ready to back you up!
I have worked with an accountant to set up the new chart of accounts. So I'm good there. Its just getting the old information to the right spot in the chart of accounts.
It's good to know that you're working with your accountant, Basin404.
To reflect the same balances from the original Chart of Accounts, you'll want to import or enter all your transactions in QuickBooks, not add from online banking. While the software isn’t equipped with exporting transactions, you might want to consider Fiat Lux-Asia’s suggestion.
Please know that although we support third-party apps, we're unable to suggest one because our resources are limited only to Intuit products. Thus, we will not know which app is most appropriate for a specific client. If you find one, you can contact their support first and explain that you need the transactions to be posted to the correct accounts in order to show the correct balances in the Chart of Accounts.
Good luck with finding an app. If you have other concerns, just drop a line in the comments section below. The Community team is always here to help you. Take care and have a good one!
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