Transferring data Between Quickbooks accounts

Hello there, @ASJr,

You can transfer transactions between QuickBooks using IIF files. This helps enter bulk information directly into the program.

Here are the sample IIF templates you can use to corrrectly map the data you're importing:

• Invoice with sales tax charged: invoice_sales_tax_charged.iif
• Invoice with sales tax and group items: groupitem_with_salestax.iif
• Invoice with no sales tax (sales tax preference off): invoice.iif

Once you have a file ready, you can start the import using the steps below:

1. From the File menu, select Switch to Single-user Mode.
2. Create a backup of your company files to avoid accidental data loss during the process.
3. Go back to the File tab and choose Utilities this time.
4. Press Import then Import IIF Files.
5. Locate the IIF file you created then select Open.
6. Hit OK to confirm your data was imported.

These links will help you further with the entire transfer process:

• IIF Overview: import kit, sample files, and headers
• Export or import IIF files
• Tasks you can do with IIF files.

Another option is trying out a third party application to transfer sales from one QuickBooks file to another.

Let me know if you have any questions about this or need additional help with anything in QuickBooks. I'm always here to help. Have a nice day!

Utilize one of these 3rd party migration tools

https://transactionpro.grsm.io/qbd

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