QuickBooks Transfer Transactions Between 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

  • Checks
  • Deposits
  • Credit card charges and credits
  • Bill and bill credits
  • Invoice and Credit Memos
QuickBooks Transfer Transactions Between Files

How to transfer transactions between QuickBooks files?

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

Step 1: Set the preferences to allow export

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

Step 2: Create a custom Transactions Details report

πŸ”· From the reports menu, choose customs Reports and select Transaction details
πŸ”·Choose customize Reports and modify the report as given below
a) Choose the date you want to select
b) Select your transaction type
c) Detailed level
d) Select the following columns depending on the type of the transactions: checks
● Date
● Name
● Number
● Memo debit account
Deposit
● Name
● Account
● Memo
● Credit card
● Num
Credit card charges and Credits
● Name
● Date
● Memo debit account
Bills and Bills credit
● Num
● Date
● Terms
● Name
● Debit
● Item Description
Invoices and Credit Memos
● Number
● Date
● Name
● Terms
● Debit
● Item
● Qty
● Amount of sales price
πŸ”· Click ok to run the report
πŸ”· Save it in PDF

Step 3: Export the report in excel

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


If you follow the above steps you will be able to do transfer between files in QuickBooks. 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 ProAdvisor as early as possible.