Question

Is it possible to create a new company and populate it with the customers, vendors, items, and vendors of an existing company.

Forum|Forum|3 years ago
February 23, 2023
2 replies
34 views

I have a company file on QB Enterprise desktop - Manufacturing and the file has internal data errors that cannot be repaired. Is it possible to create a new company and populate it with the vendors, customers, COA, and item lists from the existing company with data errors?

Alternately, is there a 3rd party company that can do this and capture 6 months of recent data that does not have errors? It would have to be a 2 or 3 day turn around project.

I have tried to do a QB archive and data fix but QB is unable to fix the multiple issues.

Jim, Phoenix AZ

QuickBooks Enterprise Suite

Fiat Lux - ASIA

Level 14

If you can still open your company file, you can use a migration tool to create a new one.

https://get.transactionpro.com/qbd

Otherwise, we can check your company file to give our second opinion whether we can fix it or not. Contact me in private for details.

I

In2theBlueSkyAuthor

Fiat Lux

Can you contact me regarding this. I would like to find a QB solution vendor that could do the work over a weekend. Jim Serbin [email address removed]

Fiat Lux - ASIA

Level 14

@In2theBlueSky

We are not allowed to share email address here. Click on our profile name and you will find our website address to send an email to.

D

DebSheenD

Level 5

Hi there, @In2theBlueSky. I'll help you add these lists in just a few clicks.

First, we can export the customer, vendor, and items list. This way, you can import them back to your new company file.

Export the data from the existing file

Go to the File menu and select Utilities then Export.
Choose Export IIF Files.
From the Save in the drop-down, select the location you want to save the IIF. For example, your Windows desktop.
Enter a name in the File name field and select Save.
Tap OK.

Import data to the new company file

Go to the File menu and scroll-down to Utilities.
Hit Import and select IIF Files.
Tap Import IIF file.
Look for the file that you saved from the other company and click Open.
Follow the succeeding prompts to import the file.

Check out these articles for more details:

We can also take a look at this article for more information: Create QuickBooks Desktop Company file: Overview.

Please post again in the Community if you have follow-up questions. I’ll be here to help. Take care and have a good one!

C

chrtucke

Hello, I have a similar goal for different reasons. I'm trying to find out if I can create a new company by simply importing an existing back up file. It sounds like the IIF file export/import may work but does it bring over any transactions/history or just the accts & lists etc?

Please advise further and clarify.

THANK YOU!

E

Ethel_A

QuickBooks Team

Hello there, @chrtucke.

Let me share information about importing IIF files to QuickBooks Desktop when creating a new company file with existing data.

Yes, you can import transactions in QuickBooks Desktop using IIF files. Here is an article you can check for the list of the transactions you can import: Export, import, and edit IIF files.

Also, take note of the following before importing IIF files:

You can only import a certain number of list items. See maximum number of list entries for more info.
When you import IIF files, it doesn't link transactions. For example, you still need to link an invoice and an invoice payment after the import.
To link transactions, go to the Receive Payments or Pay Bills window. You can also use third-party apps to import and link transactions.
When you import assembly items, you can't import data in the item's custom fields.
You can't export or import price levels that are set up on a per-item basis.
You can only use IIF files to export payroll data from Core, Premium, and Elite Standalone Payroll.
You can't import and export IIF files to and from a country's version of QuickBooks to another country's version. For example, from the US version of QuickBooks to the Canadian version.
When you create an IIF import file, you can't enter numbers with leading zeros in Microsoft Excel. As a workaround, you can format the column cells as Custom.

For future reference, you can read these articles about creating new company files:

Feel free to click the Reply button below if you have questions about creating new company file in QuickBooks Desktop. I'm always here to help. Have a great day.

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