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Level 1

General Ledger

Help!! I went in 2 years ago to help a company get QuickBooks corrected - it was a real disaster.  I want to know if it is possible to just move the last 2 years that are fixed into a separate QuickBooks company file so everything "starts" from the corrected point.  There were several years of the previous book keeper not using QB correctly and it's a complete mess to try to fix.  Now the company's national group wants to review all their subsidiaries General Ledger.  This one is such a mess  - I don't know any other way to show what is the actual numbers for the last two years.  Any ideas will be welcomed!!

2 Comments
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Anonymous
Not applicable

Re: General Ledger

I think there are 3rd party programs/services that can do selective data extraction from QB - but there is no built-in way to do this.
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QuickBooks Team

Re: General Ledger

Hello there, @elitebsi.

 

You can export the list of data that you've fixed from your old company to MS Excel and Import it as a new company file. I'm here to guide you on how.

 

Before doing so, I suggest keeping a copy of your file. This way, you can check if the import is successful.

 

To export your list:

  1. From the QuickBooks File menu, select Utilities.
  2. Choose Export and select Lists to IIF Files. (Exporting the list from QuickBooks will create an.IIF file that you can open on notepad or excel.)
  3. Select the list you want to export and click OK.
  4. Then browse a location where you want to save your file and click Save.

Once done, you have the option to make changes in your lists:

  1. Open the file you exported from your company file in Excel.
  2. Make the necessary edits using MS Excel.
  3. Save the changes you made to the IIF.

Then, to import your list as a new company file:

  1. Open the new company file and make sure that you are logged in as the Administrator and you are in single user mode
  2. From the File menu, select Utilities.
  3. Select Import and click IIF Files.
  4. Import the Chart of Accounts.

For more detailed steps, feel free to read this article: Export Lists from The Old Company File into a New Data File.

 

I'm also adding these great resources that can help guide you to other workflows you can use to create a new QuickBooks Desktop company file.

Also, feel free to visit our Help articles page in case you want to learn some "How do I" steps in QuickBooks Desktop.

 

As always, don't hesitate to reach out to us if you have further questions. I'm always here to help.

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