Monday, July 7, 2008

A QuickBooks user asks, “Can I transfer /copy my Customer and Vendor information from one company file to another company file?”

The answer is “Yes”, you can import your customer, vendor, account and other lists from one QB’s company file to another. While in the QB’s company file you want to export from select FILE>UTILITIES>EXPORT>LISTS TO IFF FILES. A window displays for you to check off which lists you want to export. The system will default to save these files in your QB’s folder. Once completed, open the file you want to import into. Go to FILE>UTILITIES>IMPORT> IFF FILES. Your QB’s file will open and you will see the files you just exported. You will need to import these one at a time. Depending on what you need to import, there is a specific order in which importing should be done.

2 comments:

Anonymous said...

what is the specific order the files should be transfered in??

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