Moving Data from One QuickBooks company file to another

QuickBooks Desktop (Pro, Premier or Enterprise)
Often times QuickBooks users need to create new QuickBooks company files or merge two company files information together.

This can be accomplished by using our Transaction Pro Exporter to export the transactions and lists to files.  These files that you export can be opened in Microsoft Excel if you did to edit or clean up the data prior to importing to the other QuickBooks company file.

You would then use our Transaction Pro Importer to import these files to the second QuickBooks company file.

You can obtain bundled pricing so the total of the two products is $299.95 or a $50 savings here.

Here are so articles that you can review as well:
User contributed tips on moving data between QuickBooks company files can be found on our support forum
You will first need to set up the shell of your QuickBooks company file.  Read more on our blog.

Transfer invoices from on QuickBooks company file to another QuickBooks company file as bills can be found on our blog.


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What if we are setting up "new" Quickbook company from "old" QB company but have new chart of accounts? What steps then?
Robert Rakow (December 22, 2016 at 9:06 AM)
In the new company file import your accounts and before you import your item list be sure that the accounts match those in the new QB company file. Then when importing transactions that you use account use our account cross reference feature read more at
Karen Magno (December 22, 2016 at 4:05 PM)

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