QuickBooks Team
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Re: Limit to how old data file is and size

Hi @tci1161,

 

Currently, there isn't an integrated way to separate the data of your company file.

 

In the meantime, you can manually separate your data by using the Export and Import tool. But first, you'll have to create a new company file.

 

Once done, here's how you can export your data from the main company file:

  1. Go to File.
  2. Select Utilities.
  3. Choose Export.
  4. Hit List to IIF Files.
  5. Click OK.

From there, you can open your new company file and import your list. Let me show you how:

  1. Go to File.
  2. Select Utilities.
  3. Choose Import.
  4. Hit IIF Files.
  5. Browse and select to open your IIF files.
  6. Click OK.

In addition, here's an article you can read to learn more about the export and import tool: Import - Export Overview.

 

Please know that after following the steps above, you'll have to delete your data from your main company file to avoid duplicate records.

 

Lastly, you can visit the QuickBooks Resource Center. This way, you'll be updated to the latest release rolled out in the software.

 

It'll be always my pleasure to help if you have any other questions. I'll be keeping an eye for your response.