Copy multiple transactions from 1 company file to a different
QB Issue Resolution: To work on this you need to meet listed here criteria: The transactions are generally checks, deposits, bank card charges, or charge card credits. (For QuickBooks 2014 you may also do invoices, credits, bills and bill credits.) You might be importing the data into QuickBooks 2013 or newer (Accountant’s Edition or Enterprise Accountant ONLY). Detailed Instructions Step 1: Set preferences appropriately to permit the export. Uncheck Use account numbers in Accounting company preferences. If you should be exporting invoices, you may desire to answer No to “Do you charge sales tax?” in the Sales tax Company preferences, since sales tax amounts will not carry over. Step 2: Create a Custom Transaction Detail report for every kind of transaction you need to copy into the new company file.
Choose the following columns according to which transaction type you will be creating the report for: 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, Due date (Bill Due), Account, Credit (Amount), Memo Filters: Detail level – All except summary. Invoices and Credit Memos: Date, Number, Name (Customer:Job), Terms, Debit (Amount), Item description (Description), Item, Qty, Sales price (Rate), Amount (Total) Filters: Detail level – All except summary.
Step 3: Export the report to Excel Step 4: Enter transactions into new company file utilizing the Batch enter transactions screen. NOTE: This process is going to work in an Accountant’s Copy as long as the transactions dates are before the dividing date Resolution for Issue 'Copy multiple transactions from 1 company file to some other' available: Yes (Solved). Copy Multiple Transactions From One Company File To Another: this dilemma or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this problem is available either by self-service or paid support options. Experts can be obtained to resolve your Quickbooks issue to ensure minimal downtime and continue running your company. First you will need to resolve the matter yourself by in search of a resolution described below. If it is a complex issue or you are unable to fix the problem, you may possibly e mail us by clicking here or simply by using other support options.
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