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transfer Chart of Accounts to a New QuickBooks File

transfer Chart of Accounts to a New QuickBooks File

Chart of Accounts is an exception tool in the QuickBooks accounting software that provides you with a complete and detailed listing for every account linked to your accounting system. Your account is considered to be a unique record for all kinds of assets, revenue, liability, expense, and equity. Once you have created a Chart of Accounts in your QuickBooks, your bookkeeping becomes extremely easy and simple. When you are creating a new QuickBooks Company file, you don’t have to create a new Chart of accounts. You can easily export a Chart of Accounts and modify it using Microsoft Excel, then import it into a different file for further use.

You can easily transfer the Chart of Accounts but before that, you will have to create a backup for your files. These data are exported and then you will have to import the IIF files for further processing.

transfer Chart of Accounts to a New QuickBooks File

Here are some you should follow to transfer the Chart of Accounts for a new QuickBooks Company file:

  • Reboot your computer system.
  • You will have to log in to the data file as Administrator so that you access it completely.
  • Change your preference to the single-user mode (SU).
  • Go to the menu bar and click on the File
  • Click on the Utilities.
  • Go to the sub-menu and click on Export
  • Click on the Lists to IIF Files
  • Select all the files/items from the list you want to export.
  • Press OK.
  • From the Save in the window, go to the desired location where you want to save the IIF file.
  • From the File name field:
  • Delete the asterisk sign i.e. (*) as Windows does not save the files with the asterisk symbol.
  • In the file name add the extension .IIF.
  • Press the Save
  • A new dialog box will appear on your screen, press the OK option on it.
  • Repeat the process from the 2 steps to export the required files.
  • Right-click on all the exported files and click on the Open With
  • Click on the Microsoft Office Excel
  • You will see a wizard on your computer screen which will ask your permission to convert the text files. Press the Next > Next > Finish option.

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