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You can use the IIF file to transfer your customer and vendor data into a new file in QuickBooks Desktop, MarkBr.
You can export the customer and vendor data from the existing company and import them to your new file in QuickBooks.
Here's how to export them:
- Sign in to your company file as an admin.
- Click File at the top menu bar and choose Utilities.
- Select Export, then click Lists to IIF Files.
- Select the lists you want to export, then select OK.
- In the Save in drop-down, select a location to save your IIF file into.
- Enter a file name, then hit Save.
Once exported, you can go through this article for the detailed steps in importing them into your new file and manually enter the transactions: Export, import, and edit IIF files.
If you need to enter sales receipts, you can visit this link for the outlined steps: Create sales receipts. For additional reference on how you can navigate the desktop version, I also suggest visiting the following article: Get QuickBooks Desktop user guides.
Stay in touch if you have any follow-up questions. Just add a comment below by clicking the Reply button below. Have a good one.
