How do I export specific transactions from one QuickBooks company file to another?

[werali]

I need to export specific transactions, such as invoices or payments, from one QuickBooks company file to another. What’s the best way to do this? Are there specific tools or features in QuickBooks that can help with selecting and exporting only the needed transactions? I’m also interested in the best format for importing to ensure data integrity. Any guidance would be appreciated!

[digeti3669 · Accepted solution]

To export specific transactions from one QuickBooks company file to another, use the Batch Export feature. First, open the source company file and go to File > Utilities > Export > Lists to IIF Files. Select the transactions you want to export and save the file. Next, open the destination company file and go to File > Utilities > Import > IIF Files. Choose the saved file to import the transactions. Ensure both files are compatible, and verify the data after import to ensure accuracy.

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