Friday, January 23, 2009

A QuickBooks Enterprise user would like to create another company file and wants to import information already set up in his current company file.

QuickBooks allows you to import certain lists from other company files. Some of them include: Chart of Accounts, Vendors, Customers, and Items lists. To export a list, choose the “File” dropdown, select “Utilities” and then “Export”. Select “Lists to IIF file” and check off the lists you would like to export. Select “OK” and save the file to your desktop.
Once you’ve successfully exported the files to your desktop, open your new company file and similarly, select “Utilities” and then “Import”. Select the file you exported to your desktop. A QuickBooks information window will inform you that your data has been imported.

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