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:
- Navigate to the File menu in QuickBooks, select Utilities followed by Export, and choose Lists to IIF Files.
- Pick the specific list you wish to export and hit OK.
- 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.
