Copy Multiple Transactions From One Company File To Another

November 1 2020

Copy multiple transactions from a single company file to another

QB Issue Resolution:
To work on this you have to meet the next criteria:

The transactions are generally checks, deposits, bank card charges, or credit card credits. (For QuickBooks 2014 you are able to do invoices, credits, bills and bill credits.)
You may be importing the info into QuickBooks 2013 or newer (Accountant’s Edition or Enterprise Accountant ONLY).
Detailed Instructions

Step 1: Set preferences appropriately to allow the export.

Uncheck Use account numbers in Accounting company preferences.
If you should be exporting invoices, it's also possible to desire to answer No to “Do you charge sales tax?” in the Sales tax Company preferences, since sales tax amounts will likely not carry over.

Step 2: Create a Custom Transaction Detail report for each sort of transaction you need to copy into the new company file.

Through the Reports menu, select Custom Reports>Transaction Detail.
Click Customize report and modify the report as follows:
Find the Filters tab.
Into the Filters scroll box select Transaction type.
From the Transaction type drop-down, select the kind of transaction you intend to show regarding the report:
This must be either Checks, Deposits, or charge card or CCard Credit.
From the Transaction Type drop-down, select Detail Level
From the Detail Level drop-down, select All Except Summary
Click on the Display tab.
Select desired date range.
Regarding the Filters tab, find the appropriate Transaction type for the transactions you'll want to show.

Related Post: https://accountingpro.blog.fc2.com/blog-entry-119.html

Choose the following columns based on which transaction type you might 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.

Click OK to show the report.
Memorize the report with a suitable name, if desired.
Save the report as PDF.
Repeat as needed for any other transactions types.

Step 3: Export the report to Excel

Step 4: Enter transactions into new company file making use of the Batch enter transactions screen.

NOTE: this method will continue to work in an Accountant’s Copy provided that the transactions dates are PRIOR to the dividing date

Also Read: https://accountinpro.blogspot.com/2020/11/copy-multiple-transactions-from-one.html

Resolution for Issue 'Copy multiple transactions from a single company file to some other' available: Yes (Solved).

Copy Multiple Transactions From One Company File To Another: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this matter can be obtained either by self-service or paid support options. Experts can be obtained to solve your Quickbooks issue to make sure minimal downtime and continue running your business. First try to resolve the matter yourself by searching for a resolution described below. When it is a complex issue or perhaps you are not able to fix the problem, you may possibly contact us by clicking here or by utilizing other support options.