Transaction & List Copier for QuickBooks

Export/Import QuickBooks Transactions and Lists from one Company to another!

Use this tool to transfer QuickBooks data from one QuickBooks company to another. You can transfer lists (like customers, vendors, and accounts) and transactions (like checks, bills, and invoices) using this tool.

For example, you may want to copy invoices entered in the field on a laptop to the primary QuickBooks file at the home office. Similarly, an accountant may want to make modifications to a client’s file by adding journal entries or other transactions during a monthly review. Using this tool, these new transactions & any new list items can then be copied to the client’s copy of the company file.

The tool supports all transactions & lists supported by QuickBooks import. This includes most QuickBooks data types. Using Excel, you can view & optionally change or filter your data before sending it to the destination file.

For added flexibility, both the source & destination company files can be on the same or different machines and of different versions.

Trial Period

The tool can be downloaded for a free trial, allowing you to try before you buy. Download your free trial and give it a test drive! In trial mode, you can use the tool to create a limited number of IIF transactions. Once purchased, the tool unlocks & transaction transfer is unlimited.

Purchase Information

Registration keys can be purchased for $79 using various payment methods. See purchase options.

System Requirements

The tool works with Excel 97 - 2007 for Windows. It creates IIF files that are compatible with QuickBooks 99 – 2009 and all QuickBooks Enterprise versions.

Screenshots/Process

Overview of transfer process:

To transfer data, first send a QuickBooks report to Excel, review it, then…

Choose options for creating and IIF file to be imported into the destination company file, including copying new list entries from the source company:

Next, import the resulting file into QuickBooks:

MS Excel is a registered trademark of Microsoft, Inc. QuickBooks is a registered trademark of Intuit, Inc.