QuickBooks is a powerful accounting software that helps you in keeping your account up-to-date and also allows you to manage more than one transaction at same time. QuickBooks Desktop has various functionalities and some of them a bit complex as well. You may face several issues or errors as well. Copying Multiple Transactions From One Company File To Another can be one such process that you may find complex. In this article, we will be providing you the process related to How To Copy Multiple Transactions From One Company File To Another. You can also connect with our QuickBooks Experts for any kind of assistance by dialing our toll-free QuickBooks Customer Service Phone Number +1800-366-1468 toll-free.

Creating copy of multiple transaction is a newly added feature and it can only be used in QuickBooks 2017 and newer versions for transactions mentioned below:

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

You can perform this process on an Accountant’s Copy but only if the date of transaction is before the date of dividing.

Steps To Copy Multiple Transactions From One Company File To Another

You need to follow the steps provided in this section to be able to copy multiple transactions from a company file to another:

Step 1: Set the Preferences appropriately to allow the export

  • Disable the Account Number usage.
    • From the Edit menu of QuickBooks, select Preferences.
    • Select Accounting and then open the Company Preferences window.
    • Remove the checkmark from Use account numbers and then select OK.
  • Inactivate Sales Tax through the following steps:
    • From the Edit menu of QuickBooks, select Preferences.
    • Select Accounting and then open the Company Preferences window.
    • Select No from the “Do you charge sales tax” column and then OK.

Step 2: Create a Custom Transaction Detail report

  • From the Reports menu, choose Custom Reports.
  • Select Transaction Details.
  • Choose Customize Reports and make appropriate modifications:
    • Choose an appropriate date.
    • Transaction Type: Choose any transaction type as per your preferences.
    • Detail Level: All Except Summary
    • Now, select the following columns according to the transaction type.
    • 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
      • Debit (Amount)
      • Item Description
    • Invoices and Credit Memos
      • Date
      • Number
      • Name (Customer:Job)
      • Terms
      • Debit (Amount)
      • Item Description (Description)
      • Item
      • Qty
      • Sales Price (Rate)
      • Amount (Total)
    • Select OK.
    • Memorize the report or save it as PDF.

Step 3: Export the report in excel

  • While the report is open, click on the Excel drop-down and select Create New Worksheet.
  • Click in a new workbook option and then Export.

Step 4: Batch Enter Transactions

You need to enter transactions by batch in QuickBooks Desktop.

Reach Us For QuickBooks Support

You should find this article helpful and you should be able to copy multiple transactions from one company file to another with. However, there can be situations when you can also face several issues and errors while performing the process. In such cases, you need to get connected with an Intuit certified ProAdvisor to help you. You need to dial our toll-free QuickBooks Support Phone Number +1800-366-1468 for getting instant technical help for instant QuickBooks help.

How To Copy Multiple Transactions From One Company File To Another

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