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Quick Links Quick Facts Use
this tool to copy transactions from one QuickBooks file to another. Use
this tool to update client files with accountant’s changes. This
tool has a free trial. Supported
on Windows only. Other Tools New! Package Deals |
Transaction
& List Copier for QuickBooks
Transfer 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 the
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 on different machines. The tool can
create files which can then be copied or emailed to another machine for
import into the destination file. 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. Purchase Now! Special! This
tool is currently on sale for $69. System Requirements The tool works with
Excel 97 - 2007 for Windows. It
creates IIF files that are compatible with QuickBooks 99 – 2008 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 the IIF file, including copying new list
entries from the source company:
Next, import the resulting file into QuickBooks:
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MS Excel is a registered trademark of Microsoft, Inc. QuickBooks is a registered trademark of
Intuit, Inc.