Export and Import the list of Customer Names

Export and Import the list

Q: I am trying to move customers and vendor names to a new company. Any suggestions?

A: Let QuickBooks do the hard work by copying the list from one QuickBooks file to another when you are starting a new file. It is crucial that, after you import the data into the new file clean up your names. Delete names you will not use, check the spellings, and merge duplicate names; this will let you start up with a clean list. Here are simple steps to follow:

There are only two steps to import and export the list:

First, open the old file and select File > Utilities > Export > List to iif files > and click on the list you would like to copy to another file and save the file on your desktop. Close the old QuickBooks file.

Second, open the new file and select File > Utilities > Import > iif files > and select the file you saved on the desktop > Open and QuickBooks lets you accomplish the hard work in a minute or two.

Double check if all the accounts, lists, budgets, and notes are Export and Import the list in the new QuickBooks file for accuracy.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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