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Replying to:
Kendra H
QuickBooks Team

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Hi there, @Ap35.

 

Thank you for joining this thread. I'd be glad to provide info with importing data from the current company file to the new one.

 

Before going into detail, I'd like to ask if you're receiving an error message when importing your data?

 

For now, you can export multiple kinds of lists. When exporting your lists, QuickBooks creates an .IIF file that you can open on a notepad or excel. Also, exporting major lists one at a time will prevent issues as well and making a backup for your company file before importing.

 

Here's how to export lists to an .IIF file:

  1. Choose the File menu, then select Utilities.
  2. Click on the Export, then List to IIF Files.
  3. Go to the list you want to export, pick OK.
  4. Browse the location where you want to save your file and select Save.

Once you've exported those lists, now you can import the list to your new company file.

 

Here's how:

  1. Sign in to your company file as Administrator.
  2. Switch the single-user mode.
  3. Go to the File menu, then click Utilities
  4. Select Import, then IIF Files.
  5. Import the Chart of Accounts.
  6. After successfully importing your Chart of Accounts, import the other lists following this order.

Let me know if the steps above do this trick. If you have any more questions, don't hesitate to comment below. Happy Monday!

 

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