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Copy Multiple Transactions From One Company File to Another

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Copy Multiple Transactions From One Company File to Another – QuickBooks is the best software to manage company data in an organized way. In this post, we are going to discuss how to Copy Multiple Transactions From One Company File to Another. 

Do you need to Copy Multiple Transactions From One Company File to Another? This is possible in QuickBooks 2016 or newer (Premier Accountant Edition or Enterprise Accountant Edition) for the following transactions:

  • Checks/Cheques
  • Deposits
  • Credit Card Charges and Credits
  • Bill and Bill Credits
  • Invoice and Credit Memos

This process works on accountant’s copy as long as the transaction date is prior to the dividing date. Get more help with Copy Multiple Transactions From One Company File to Another.

Copy Multiple Transactions From One Company File to Another

Check out the troubleshooting steps to Copy Multiple Transactions From One Company File to Another:

Step 1: Set the Preferences appropriately to allow the export

  1. Disable the use of Account Number.
    • From the Edit menu, click on Preferences.
    • Choose Accounting and click on Company Preferences tab.
    • Uncheck Use account numbers, then click on OK.
  2. Disable Sales Tax.
    • From the Edit menu, you have  to choose Preferences.
    • Select Sales Tax and click on  Company Preferences tab.
    • In “Do you charge sales tax” section, select No, then click on OK.

Step 2: Create a Custom Transaction Detail report

  1. From the Reports menu, you have to select  Custom Reports and click on Transaction Detail.
  2. Select Customize Reports and modify the report as follows:
    • You have to select the desired date.
    • Transaction Type: Choose your desired transaction type.
    • Detail Level: All Except Summary
    • Select the following columns depending on the type of transaction:

3. To run the report, select OK.

4. Memorize the report and save as PDF if desired.

Step 3: Export the report in excel

  1. While the report is open, select the Excel drop-down.
  2. Choose Create New Worksheet.
  3. Select in a new workbook, then choose Export.

Step 4: Batch Enter Transactions

To enter transactions by batch

  1. From the Accountant menu click on Batch Enter Transactions.
  2. You have to Select the appropriate Transaction Type and Account.
  3. You have to Open the spreadsheet containing the transactions you need to record in QuickBooks Desktop.
  4. Arrange the columns in your spreadsheet to match the order of the columns in the Batch Enter Transactions window.
  5. Highlight the information, right-click, then click on Copy.
  6. On the Batch Enter Transactions window, right-click the first date field, and click on Paste.
  7. Select Save Transactions then click on Yes on the Confirm Account screen.

To delete transactions by batch

  1. While on a current transaction, press Ctrl+to delete it.
  2.  You can uncheck Warn when deleting a transaction or unused list item to remove the warning message when pressing Ctrl+D
  3. Click on Edit  and click on  Preferences
  4. Select the  General and click on My Preferences.
  5. Visit the Intuit Markeplace for a third party application that can remove your unwanted transactions at once.
  6. See Remove all transactions using Condense Data Utility for detailed instructions (applies to US only), If you are trying to remove all your transactions.

Hopefully, by following above steps you can Copy Multiple Transactions From One Company File to Another. If you face any issues you can contact Quickinfy the best QuickBooks Support team.

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