QuickBooks users may have a propensity to export certain lists from across Company files. As a user, if you are looking for a procedure to export data from your old company file to a new data file one but don't know where to start; this article will provide you with all the necessary information to master the procedure. It is important to read through this article carefully until the end to ensure you have a clear understanding of the process.
Noteworthy points related to the Exporting process
Before exporting from the old Company File to a new data file, keep the following points in mind:
Importing damaged lists to your new company files can result in file corruption.
If you plan to import lists into an existing file or add information to the new company file, it's crucial to create a backup of your file before following the steps outlined in this article.
The steps provided below are helpful for importing lists. If you intend to use transactions, consider using "Batch entry" or third-party software.
How can I Export Lists from Old Company File to a New Data File?
Follow these steps in sequence to familiarize yourself with a reliable procedure for exporting your lists from the old Company File to a new one. Make sure to follow these steps in order.
Step 1: Exporting the List
Run QuickBooks and move on to the File menu.
From the QuickBooks File menu, select "Utilities".
Then, choose "Export Lists to IIF Files."
Select the desired list you want to export.
After that, hit on "OK."
Browse to the location where you want to save the file.
Click on "Save".
To open the exported list from QuickBooks, use Notepad or Excel to open the '.IIF' file.
To avoid complications with exporting lengthy lists, export one list at a time, starting with major lists like Items, Customers, and Vendors.
Step 2: Cleaning the Lists
Initiate by opening Microsoft Excel.
If you're using Excel 2007, hit on the Open option from the File menu.
Choose the location where you want to save the .IIF file.
Select "All Files" from the "Type Field" drop-down menu.
Open the .IIF file.
Return to the Text Import Wizard and hit on “Next”.
After that, click on "Finish". This action will open the file in Microsoft Excel.
Make the desired alterations in the file.
Save all necessary changes to the .IIF file.
Hit on the “File” menu and follow up by hitting on "Save".
When prompted, select "Yes."
Close Excel.
If prompted to save the .IIF file again, hit on "Don't Save."
Step 3: Importing the List
Before performing any operations or importing any lists, ensure that you back up all your company files. Follow the hassle-free walkthrough below to import the list.
Access the Company file as an "Administrator". Also, make sure to open the file in the "single user mode."
Tap on the “File” menu.
Thereafter, click on "Utilities".
Choose "Import" and then select "IIF Files."
Import the "Charts of Accounts".
Also, import the lists that do not contain information from other lists.
After successfully importing the "Charts of Accounts," import the other lists in the following order:
o Payment Methods List
o Payment Terms List
o To-Do Notes
o Customer Type List
o Vendor Type List
o Class List
o Job Type List
o Shipping Methods List
o Customer Message List
Import the remaining lists in the order provided.
You may also read: How To Easily Fix QuickBooks BEX Error?
That ends the discussion on how to export lists from old company file to a new data file. For additional assistance, you can directly reach out to our QuickBooks experts by calling at the helpline 1 800 761 1787.
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