Export Lists From Old Company File Into A New Data File: [Complete Guide]

In this article, you will learn about the process of exporting lists from old company into a new data file. If you are new to QuickBooks, you may find it difficult to process. You can export lists to a new data file only if you have already created a new company file. If you haven鈥檛 done yet, you need to create a company file first.

Export Lists From Old Company File Into A New Data File: [Complete Guide]

Important:

  • If you use Direct Deposit or Assisted Payroll, you need to connect with the QuickBooks Payroll Tech Support Number +1888-382-7559 toll-free.
  • Importing damaged list can damage your newly created company file as well.
  • In case you export the list on an existing company file or you have entered details into your new company file already, you should create a backup of your company file first.
  • Steps provided in this article are only to import lists. To move transactions as well, add transactions by batch or by using a third-party application.

How To Export Lists From Old Company File To New?

Steps to export the lists from old company data file to new are as given below:

Step 1: Export List

Quick tip:

路聽聽聽聽聽聽聽 While exporting list from QuickBooks, it will be saved with .IIF extension. This file can be opened in Notepad or Excel.

路聽聽聽聽聽聽聽 You need to export your major lists like item, customer vendors separately to ensure that you don鈥檛 face any issues that you can occur due to exporting long list.

  • From the main menu of QuickBooks, go to File > Utilities > Export > Lists to IIF Files.
  • Now, select the list that you want to export and then click on OK.
  • Browse to the folder where you want to save the file and click on Save.

Step 2: (Optional) Clean Up Your Lists

What do I remove from my lists?

路聽聽聽聽聽聽聽 Customers to which you don鈥檛 sell anymore.

路聽聽聽聽聽聽聽 Vendors from which you don鈥檛 purchase anymore.

路聽聽聽聽聽聽聽 Employees that don鈥檛 work in your company anymore.

路聽聽聽聽聽聽聽 Items that you don鈥檛 sell anymore.

路聽聽聽聽聽聽聽 Any other irrelevant entry which is not required in the new company file.

  • Open the IIF file that you exported from the old company file.
    • Run Microsoft Excel and from the main go to File > Open (For Excel 2007 users, click on the Office Button Open).
    • Navigate to the folder where .IIF file is saved.
    • Choose All Files from the folder and click on Open.
    • Click on Next until the Finish button arises. Click on Finish to close the Text Import Wizard. The IIF file should get opened in MS Excel.
  • Make changes as required in the list in Excel.
  • Save the changes
    • Run Microsoft Excel and from the main go to File > Open (For Excel 2007 users, click on the Office Button Open).
    • Click on Yes on the confirmation box and then close MS Excel.
    • Now, Excel will prompt you to save the IIF file again. You need to click on Don鈥檛 Save.

Step 3: Import The List

Note:

路聽聽聽聽聽聽聽 You need to import the list by following to order listed in this section to important the list without any hassle.

路聽聽聽聽聽聽聽 It is important to take a backup of your QuickBooks company file before you import any list and every after you import one or two major lists successfully.

  • Open QuickBooks and then open your new company file by going to File > Open or restore company. Log into the company with Administrator

Note: You must be using QuickBooks in single user mode.

  • From the main menu, go to File > Utilities > Import > IIF Files.
  • Import files from the Chart of Accounts.
  • Once you are done with it, import other list by following order mentioned below:
    • Import only those lists in which the information from other lists are not included:
    • Customer Type List
    • Vendor Type List
    • Class List
    • Job Type List
    • Payment Terms List
    • Payment Methods List
    • Shipping Methods List
    • Customer Message List
    • To Do Notes
    • Import the below-mentioned lists one by one in the following order:
    • Vendor
    • Employee
    • Other Names
    • Sales Rep
    • Item
    • Price Level
    • Customer
    • Budgets

Step 4: Set Up The Opening Balance

You need to Record opening balance in QuickBooks to get additional information about it.

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Technical Support For QuickBooks Desktop

The provided solutions should be helpful for you in exporting lists from an existing or old company file into a new one. There can be some situations when you can face several errors and issues while trying to export or import a long at single time. In such scenarios, you can face issues such as freezing of QuickBooks, QuickBooks doesn鈥檛 respond, some errors from unrecoverable errors, etc. You may also face errors related to exporting the lists. In such cases, you can connect with our support department by dialing our toll-free QuickBooks Support Phone Number +1888-382-7559 to get instant technical support for your issues.