QuickBooks is the software that gives you a wide range of services with additional benefits of payroll, tax, accounting, etc. For transactions transferring from one file to another file is also very easy. Learn how to transfer transactions from one QuickBooks company file to another including the following transactions.
- Transfer Checks
- Transfer Deposits
- Transfer Credit card charges and credits
- Transfer Bill and bill credits
- Transfer Invoice and Credit Memos
How to Transfer Transactions from One QuickBooks Company File to Another
Learn how to transfer transactions from one QuickBooks company file to another file.
Step 1: Set the Preferences to Allow Export
- Disable the use of the Account number
- From Edit menu >>choose Preference
- Select Account number >> Company preferences
- Uncheck the use account numbers then select OK
- Now Disable sales tax then
- Again go to the Edit menu then Preferences
- Select sales tax and choose company preferences
- Select No and then select OK for the “Do you charge sales tax” section.
Step 2: Create a custom Transactions Details report
From the reports menu, choose Customs Reports and select Transaction details.
- Choose customized Reports and modify the report as given below
- Choose the date you want to select
- Select your transaction type
- Select the following columns depending on the type of the transaction:
- 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
- Click OK to run the report
- Save it in PDF.
Step 3: Export the Report in Excel
- Select the Excel dropdown
- Select create a new worksheet
- Select a new workbook and choose export.
If you follow the above steps you will be able to transfer transactions from one QuickBooks company file to another. To get more information feel free to call the certified QuickBooks Proadvisor number. QuickBooks helpdesk is a very cooperative software and can handle all the issues and queries in very little time. You just need to inform your concern and you will get ample options to solve your concern.
