Transfering Transaction from one QB file to another & Pro Advisor Version

Utilize a migration tool.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

No, your response is not helpful.  I read through all of the articles and they seem circular.  I don't want to export lists or addresses and the articles you referenced only seem to relate to lists and addresses.  I want to export expenses i.e. credit card transactions and checks.  I do not see any information on how to accomplish this task.

Thank you for the prompt reply. Allow me to join the thread and handle your query about entering transactions by batch, @todjenhog.

The feature you described in your initial post is Batch enter transactions. This is a feature that's exclusive in the QuickBooks Desktop (QBDT) Accountant and Enterprise versions. 

What my peer @RCV stated above is correct for your situation. You can utilize IIF files to transfer transactions from one company file to another. Other than lists, it can import credit card transactions as well. 

Here's a list of every type of transaction you can import with this feature: 

• Account beginning balances
• Cash sales to customers
• Checks
• Deposits
• Invoices
• Account transfers of funds
• Vendor bills
• Cash refunds to customers
• Credit card transactions
• Estimates
• Payments from customers
• Vendor bill refunds
• Credit card refunds to customers
• Credit memos to customers
• General journal entries
• Purchase orders

If you want to go a different route, you can also use a migration tool like what @Fiat Lux - ASIA stated above. Or, you can take a look at this page: Apps for QuickBooks Desktop. It's a complete list of third-party apps you can link to your QBDT company.

Tag me in a comment below if you have additional questions about importing transactions in QBDT. I'll be around to help you out. Enjoy your weekend!

I would love to export/import my credit card and checking transactions utilizing the IIF files; however, every time I attempt to export them the only options I get is to export lists and addresses.  I'm going to file>utilities>export.  Can you provided step-by-step instructions on how to export those transactions?

I know why you're unable to export credit cards and checking transactions, todjenhog.

In QuickBooks Desktop, you can only import transactions. To export your transactions, I'd suggest utilizing third-party apps. You can select the best app you'd like to use by going to Intuit Marketplace website.

As for importing credit card transactions, you can download and save them on your computer as Webconnect (.QBO) files. Then, you can import them so they become available in your Bank Feeds. I'll show you how. Please ensure your financial institution supports (.QBO) file.

1. From the Banking menu, select Bank Feeds.
2. Choose Import Web Connect Files.
3. Select the QBO file you saved, then select Open.
4. When prompted to Select Bank Account, select:
   • Use an existing QuickBooks account if the account you're importing transactions into is already set up in QuickBooks.
   • Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account.
5. Select Continue. You'll see a dialogue box telling you that the data has been successfully read into QuickBooks. Click on OK.
6. Go to the Bank Feeds Center to review your transactions.

For your visual reference, I've attached some screenshots below.

To learn more about the data you can enter and move from QuickBooks, please check our Import and Export Overview.

Once you import your transactions, you can now start adding and matching them in QuickBooks Desktop. This ensures your books are accurate. I'd also recommend reconciling your accounts to match them to your bank and credit card statements.

Please come back and keep us posted if you have other questions in exporting or importing transactions. We are always here to help.

@todjenhog 

You need an exporter tool as I mentioned earlier.