Transfer Transactions Between QuickBooks Files


QuickBooks is the software which gives you a wide range of service with additional benefits of payroll, tax, accounting, etc. Learn “QuickBooks transfer transactions between in other files” day by day QuickBooks is increasing its capacity of services and qualities and there are many variants available of QuickBooks. For transaction transferring from one file to another file is also very easy, including the following transactions

How to Transfer Transactions Between QuickBooks Files:

QuickBooks Transfer Transactions Between Files

Just follow the below steps to do multiple transactions from one file to other.

Total Time: 20 minutes

Step 1: Set the Preferences to Allow Export

πŸ”Ή Disable the use of Account number
πŸ”Ή From edit menu >>choose preference
πŸ”Ή Select account number >> company preferences
πŸ”Ή Uncheck the use account numbers then select ok
πŸ”Ή Disable sales tax
πŸ”Ή Go to Edit >> Preferences
πŸ”Ή Select sales tax and choose company preferences
πŸ”Ή Select no and then select ok for β€œDo you charges sales tax” section

Step 2: Create a custom Transactions Details report

πŸ”Ή From the reports menu, choose customs Reports and select Transaction details
πŸ”Ή Choose customize Reports and modify the report as given below
Choose the date you want to select
Select your transaction type
Detailed level
Select the following columns depending on the type of the transactions:
πŸ”Ή Checks
● Date
● Name
● Number
● Memo debit account

πŸ”Ή Deposit
● Name
● Account
● Memo
● Credit card
● Num

πŸ”Ή Credit card charges and Credits
● Name
● Date
● Memo debit account

πŸ”Ή Bills and Bills credit
● Num
● Date
● Terms
● Name
● Debit
● Item Description

πŸ”Ή Invoices and Credit Memos
● Number
● Date
● Name
● Terms
● Debit
● Item
● Qty

πŸ”Ή Amount of sales price
πŸ”Ή Click ok to run the report
πŸ”Ή Save it in PDF

Step 3: Export the Report in Excel

πŸ”Ή Select the excel dropdown
πŸ”Ή Select create a new worksheet
πŸ”Ή Select in a new workbook and choose export

If you follow the above steps you will be able “Transfer Transactions Between QuickBooks Files”. Sometimes a time comes when a user wants to change the file or transfer transactions between the file, these types of scenarios can be easily handled through the above steps.

How to contact?

To get more information feel free to call QuickBooks helpdesk toll-free number. QuickBooks helpdesk is a very cooperative software and able to handle all the issues and queries in very little time. You just need to inform your concern and you will get ample of options to solve your concern. The team is having experience in solving the problem at earliest. You can also email and you will get the response from our QuickBooks support as early as possible.