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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
Copier for QuickBooks
Export/Import QuickBooks Transactions from one
Company to another! Use this tool to
transfer QuickBooks data from one QuickBooks company to another. 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 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 - 2010 for Windows. It
creates IIF files that are compatible with QuickBooks 99 – 2010 and all
QuickBooks Enterprise versions. Screenshots/Process Overview of transfer
process:
To transfer data, first pull data from QuickBooks:
Then review your data. 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:
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MS Excel is a registered trademark of Microsoft, Inc. QuickBooks is a registered trademark of
Intuit, Inc.