Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
After backing up prior to importing accountant changes, I opened the wrong company file and proceeded to use it for two weeks. Is there a way to transfer just the transactions needed to the correct file? Or at least, is there a report I can print that lists all of the transactions for the past two weeks so I will know what needs to be re-entered manually? I'm using QB Premier Manufacturing edition on a PC.
Thanks,
Denise
DDWorks
You can use IIF to migrate data
If you are not familiar with IIF, use a 3rd party migration tool.
https://get.transactionpro.com/qbd
I've got you covered, @DDWorks. Let's work this out together so you can get back on track.
The option to copy transactions from one company file to another is possible for QuickBooks Desktop Premier and Enterprise Accountant versions only. If you're using an accountant version, here's how to transfer or copy your customer's transactions to your original file:
First, you'll need to set the Preferences appropriately to allow the export.
Next is to create a Custom Transaction Detail report. Here's how:
After that, you can now export the report in excel.
Lastly, enter your transactions by batch in QuickBooks Desktop.
For a more detailed guide, refer to this article: Copy multiple transactions from one company file to another.
I also encourage you to visit our QBDT Help page. From there, you can browse articles or get some ideas from other QuickBooks users and experts. This way, you'll get more insights that can help you with your accounting tasks.
Feel free to post a reply if you have additional questions about copying transactions from one company file to another. Take care and have a good one!
Thank you maryrosen. This solution would look promising if I had an Accountant edition but I don't. I didn't know I could export a report to an Excel file so thank you for that. Could I not use Utilities/Import/Excel file to bring that same information into the new file? Thanks for your help.
Thanks for your help. That does sound a little over my head. It might be easier for me to re-enter the information manually. Thankfully it's been slow lately so it wouldn't be horrible to do. I really do appreciate your assistance. Maybe it will help someone else.
Thank you for your feedback, Denise.
You can use the Utilities feature to import transactions, but the creating the file from the old company source file is the missing option. I'd also recommend adding the transactions manually instead of doing some uploads.
Please don't hesitate to reach back out if you have any other concerns. Take care and have a good one.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here