How to Transfer Vendor and Customer Information Between QuickBooks Files |

I think I remember you telling me at one point that you were a reseller for some of the third party Utilities or Applications designed to extract and modify data contained in the QuickBooks Databases…

I need to “Transfer” the Vendor and Customer information from one QuickBooks Database/Company to a new QuickBooks Database/Company…

I have done some brief research on this task, and it seems like there are several ways to do this, with varied results…

I am hoping you might have a reliable solution that could do this for me…

My only thing is once again the time frame…

This transfer is for a Marina that has a restaurant on the lake…

This weekend is 4th of July weekend, and they want to be using the new company file a couple days prior to the 4th…

I can use any advice or recommendation you have on this…

I would be willing to purchase a plugin or some sort of external utility if it would help…

You don’t need an add-on to transfer vendor and customer information from one file to another. Just go to File > Utilities > Export > Lists to IIF Files in your old file and select the lists you’d like to export. Save it somewhere easy to remember like your Desktop. Then go to File > Utilities > Import > IIF Files in your new file and select the file you saved.

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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.

Ruth Perryman - QuickBooks Specialist 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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