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gwynnMVP
August 31, 2024
Question

Two QB accounts

  • August 31, 2024
  • 1 reply
  • 0 views

I am selling my company and have 23+ years in my QB DESKTOP that I need to share with the new owner. I am going to set up another QB account for them. What is the best way to transfer all the data from first to second?

1 reply

D
Deity Alpha
August 31, 2024

Which QB Desktop year version and edition do you have?

Open your company file and hit CTRL 1 keys. How big is the file size?

Is the owner using QB Desktop?

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    GlinetteC
    August 31, 2024

    I've got all the information you need regarding transferring your old files to the new QuickBooks company file, gwynnMVP.

     

    We can seamlessly move your files by exporting the list and then importing them to the new company file. Ensure to create a backup copy before you start.

     

    To begin exporting, you can follow the steps below:

     

    1. Navigate to the File menu in QuickBooks, select Utilities followed by Export, and choose Lists to IIF Files.
    2. Pick the specific list you wish to export and hit OK.
    3. Browse the location where you want to save your file and click Save.

     

    Next, you can move on to Step 3, where you'll import the list into the new company file for a comprehensive guide on the process: Export lists from the old company file into a new data file.

     

    Additionally, you can generate reports to ensure that all data has been transferred accurately.

     

    You're always welcome to post again if you need further assistance managing your files or anything related to QuickBooks. I'm here to help and would be delighted to assist you. 

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    gwynnMVPAuthor
    September 3, 2024

    Hello:

    I did what you instructed:

    To begin exporting, you can follow the steps below:

     

    1. Navigate to the File menu in QuickBooks, select Utilities followed by Export, and choose Lists to IIF Files.
    2. Pick the specific list you wish to export and hit OK.
    3. Browse the location where you want to save your file and click Save.
    4.  
    5. But, when I went to try and open this file (Quickbooks Import/Export File (.IIF) it won't let me.  It states that only QuickBooks company files can be opened this way.  How do I open it so I can continue the process?
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