I have a customer that's using QuickBooks 2006. He has a number of separate entities and we would like to use the same chart of accounts for all. Is there a way to copy the chart of accounts when I'm setting up each entity? It would save me some time for sure.
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You can easily export/import any list in QuickBooks, including your chart of accounts, customers, vendors, items, etc. First, export the chart of accounts by going to File > Utilities > Export > Lists to IIF
and selecting the chart of accounts. Save it somewhere easy to find like your desktop.
Then open the new file and import the chart of accounts by going to File > Utilities > Import > IIF Files and selecting the file you exported.
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
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