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Level 2

How do I copy a chart of account from one company to another?

 
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Best answer March 25, 2020

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QuickBooks Team

How do I copy a chart of account from one company to another?

Hey there, Gangelo.

I'm here to help with exporting or copying your Chart of Accounts. With QuickBooks Enterprise we have Utilities that assist with tasks like these. They would be Export and Import. The first step is exporting the Chart of Accounts.

Step 1: Exporting a  List

  1. Go to File menu, then select Utilities
  2. Select Export, then Lists to IIF Files.
  3. Select the list you want to export,(which is Chart of Accounts) then select OK.
  4. Browse the location where you want to save your file and select Save.

Now that we have copied the Chart of Accounts from one company we can work to bring it into another or import that list.

Step 3: Import the list

  1. Sign in to your company file as Administrator.
  2. Switch to single-user mode.
  3. Go to the File menu, then select Utilities.
  4. Select Import, then IIF Files.
  5. Import the Chart of Accounts.

After bringing in that list, you'll still need to set the opening balances for those accounts. We have an article that goes into a more detailed process about exporting lists from the old company file into a new data file. I'm here if you need any help or have any questions.

View solution in original post

2 Comments
Highlighted
QuickBooks Team

How do I copy a chart of account from one company to another?

Hey there, Gangelo.

I'm here to help with exporting or copying your Chart of Accounts. With QuickBooks Enterprise we have Utilities that assist with tasks like these. They would be Export and Import. The first step is exporting the Chart of Accounts.

Step 1: Exporting a  List

  1. Go to File menu, then select Utilities
  2. Select Export, then Lists to IIF Files.
  3. Select the list you want to export,(which is Chart of Accounts) then select OK.
  4. Browse the location where you want to save your file and select Save.

Now that we have copied the Chart of Accounts from one company we can work to bring it into another or import that list.

Step 3: Import the list

  1. Sign in to your company file as Administrator.
  2. Switch to single-user mode.
  3. Go to the File menu, then select Utilities.
  4. Select Import, then IIF Files.
  5. Import the Chart of Accounts.

After bringing in that list, you'll still need to set the opening balances for those accounts. We have an article that goes into a more detailed process about exporting lists from the old company file into a new data file. I'm here if you need any help or have any questions.

View solution in original post

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Level 2

How do I copy a chart of account from one company to another?

That did the trick. 

 

Thank you for the quick response! 

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