How To Copy Multiple Transactions From One Company File To Another

QuickBooks is a powerful accounting solution that allows you to manage your financial records easily. With QuickBooks, you can also manage multiple transactions at once. You can perform multiple tasks on QuickBooks but sometimes you can face several errors and issues while performing some particular tasks. You may also face issues while creating a copy Multiple Transactions from One Company File To Another Company File.

Copy Multiple Transactions From One Company File To Another

In this article, we will be assisting you in to Copy Multiple Transactions From One Company File To Another. We will also help you to resolve all the possible errors that you may get during the process. You can also connect with our ProAdvisors for any kind of help by dialing our toll-free QuickBooks Customer Service Phone Number +1888-382-7559.

Creating a copy of multiple transactions is a newly added feature to QuickBooks and it is only available in 2017 and later versions of QuickBooks. This new feature is available for the following transactions:

  • Checks
  • Deposits
  • Credit Card Charges and Credits
  • Bill and Bill Credits
  • Invoice and Credit Memos

If you want to perform this process on an Accountant’s Copy, the transaction data should be of the prior to the dividing date.

Steps To Copy Multiple Transactions From One Company File To Another

Follow the steps provided in this section to copy multiple transactions from a company file to another:

Step 1: Set the Preferences appropriately to allow the export

  • Inactive the use of Account Number.
    • Go to the main menu and select Edit > Preferences.
    • Select Accounting and go to the Company Preferences
    • Remove checkmark from Use account numbers and then select OK.
  • Follow the below-mentioned steps to disable sales tax:
    • Go to the main menu and select Edit > Preferences.
    • Select Accounting and go to the Company Preferences
    • From the Do you charge sales tax section, click on No and then select OK.

Step 2: Create a Custom Transaction Detail report

  • From the Reports menu, choose Custom Reports.
  • Select Transaction Detail
  • Select Customize Reports and ensure that the changes are made as follow:
    • Select any date.
    • Transaction Type: Choose a transaction as you want.
    • Detail Level: All Except Summary
    • Choose the following columns as per the transaction types
    • Checks:
      • Date
      • Num (Check Number)
      • Name (Payee)
      • Account
      • Debit (Amount)
      • Memo
      • Deposits
    • Date
      • Name (Received From)
      • Account (Account From)
      • Memo
      • Num (Check No.)
      • Credit Amount
    • Credit Card Charges and Credits
      • Date
      • Name (Payee)
      • Account
      • Debit (Amount)
      • Memo
    • Bills and Bill Credits
      • Date
      • Num (Ref No.)
      • Name (Vendor)
      • Terms
      • Debit (Amount)
      • Item Description
    • Invoices and Credit Memos
      • Date
      • Number
      • Name (Customer:Job)
      • Terms
      • Debit (Amount)
      • Item Description (Description)
    • Item
      • Qty
      • Sales Price (Rate)
      • Amount (Total)
    • Run report by clicking on OK.
    • Memorize your report and save it as PDF if you want.

Step 3: Export the report in excel

  • Choose Excel from the drop-down options.
  • Select Create New Worksheet.
  • Click on in a new workbook and then select Export.

Reach Us For QuickBooks Support

The provided steps in this article should be helpful for you in creating a copy of multiple transactions from one company file to another. However, there can be situations when you can face several errors and issues while performing these processes. These errors can be frustrating and restrict you to perform these processes. In such situations, you have to resolve the errors as soon as possible because these minor issues can lead to some serious issues in future. To resolve these issues, you can get in touch with our support department by dialing our toll-free QuickBooks Support Phone Number +1888-382-7559 and get instant support for your issues.