Import/export transactions with IIF file from one QuickBooks Desktop company file to another

Sdílet
Vložit
  • čas přidán 28. 06. 2018
  • QuickBooks 30-day free trial + 30% off for 12 months:
    quickbooks.intuit.com/partner...
    Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (rates vary from $195 to $545) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com
    Purchase QuickBooks DESKTOP:
    www.quickbooksprice.com
  • Věda a technologie

Komentáře • 134

  • @FishBeluga
    @FishBeluga Před 4 lety +1

    Thank you for this video. The trick showing how to open Tech Support menu is invaluable!

  • @kristiemertz7325
    @kristiemertz7325 Před 2 lety +1

    Thanks so much! I was able to export my transactions and import them into a new company file (effectively the last step to merge two company files.) Huge help! :-)

  • @SkutchiDesignsInc
    @SkutchiDesignsInc Před 5 lety

    This trick really saved me! On another note if you're downgrading from Quickbooks Enterprise to the Desktop version you will need to delete the first two lines in the iif files. Thanks Again!

  • @lightpriest
    @lightpriest Před 5 lety +1

    The tech support trick really did save my day

  • @dionneharrell3121
    @dionneharrell3121 Před 5 lety

    Your videos are totally informative! You saved me a ton of headache! Thank you so much!!!

  • @novelladwight6338
    @novelladwight6338 Před 3 lety

    Thank you so much for this video! Very helpful!!

  • @suryatamil631
    @suryatamil631 Před 2 lety

    Wow😍thank u sir u saved my holiday👍

  • @GermanRodriguezqndq
    @GermanRodriguezqndq Před 3 lety +1

    great video, that short key to access support menu is priceless, i have this question by mistake some transactions where created on a company file instead of the correct company file for near 2 months, if there a way to export the transactions created on the wrong file to be imported into the correct file? i will appreciate any suggestion to adjust the correct company file with the missing transactions

  • @angelicaortega3994
    @angelicaortega3994 Před 6 lety

    Very good overview of how importing works. thank you.

  • @nacbangladesh4785
    @nacbangladesh4785 Před 4 lety

    Thank you so much. I could import my files following your video.

  • @mlschelling
    @mlschelling Před 5 lety

    amazing video Hector!

  • @christinacarrasco7080
    @christinacarrasco7080 Před 5 lety +1

    OMG You are amazing! THANK YOU!!

  • @rebeccahanson8271
    @rebeccahanson8271 Před 5 lety

    Thank you so much, Hector!

  • @Kenya82
    @Kenya82 Před 4 lety

    I have an iif file working well to import Bank transactions in the home currency Canadian dollars. However it is giving errors when importing USD amounts (multi-currency mode QuickBooks desktop pro 2018). I have the GL bank account setup as USD and I have the vendor set-up as USD. It still gives me an error stating that bank account and the payee have to be the same currency which they are. Have you come across this and solved this issue?

  • @MrBlessed87
    @MrBlessed87 Před rokem

    Nice video Hector

  • @unneannquickbooktraining3611

    Thank you so much teacher

  • @ngdrywall7317
    @ngdrywall7317 Před 3 lety

    Super Ayuda, Millon de Gracias!!

  • @BCGtrading
    @BCGtrading Před 4 lety

    Thank you Sir. Very Helpful!!

  • @dshopa
    @dshopa Před 3 lety

    Tech support hidden menu saved me Thank You

  • @adamquran
    @adamquran Před 7 měsíci

    Great Job 😀

  • @ackbaarbuglow9947
    @ackbaarbuglow9947 Před 2 lety

    It doesn't work where entries in the previous QB have another currency. Eg my company is in EUR and I have transactions in USD (therefore I've input the USD/EUR rate on previous while recording entries). However, when I migrated data in the new QB, it took the entries in USD and disregarded the rates. Can you please help? Thank you.

  • @MakongoMahery
    @MakongoMahery Před 4 lety

    It Works 100% Brother Thank you and have A Grate DAY,

  • @iskkeita
    @iskkeita Před 4 lety

    Hi Hector,
    This is a great video, it really helpful.
    How I can Excel data from QBE to Excel without blank colunm?
    Thank in advance for your assistance

  • @barbarageorge5887
    @barbarageorge5887 Před 2 lety +1

    OMG! THANKS! LIFE SAVER! Can downgrade from Enterprise to Pro, make Enterprise files backwards compatible from QuickBooks Enterprise to Pro without the BS! Awesome

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 2 lety +1

      Its not perfect, but it can convert most transactions

  • @jacqcesareo5357
    @jacqcesareo5357 Před 2 lety

    Do you know what would happen if you import to a new company that has already been in use? Same company different EIN different states.

  • @willowrobinson7855
    @willowrobinson7855 Před 3 lety

    If you do not have excel, can you still perform this import/export?

  • @bashermaldaudzai505
    @bashermaldaudzai505 Před 3 lety

    thanks brother I very like this video .

  • @Lisaamyshook
    @Lisaamyshook Před 4 lety

    You're Awesome!

  • @KevIngle
    @KevIngle Před rokem

    Great information.
    Will this work if it is not the accountant version?

  • @bluerthanblue5413
    @bluerthanblue5413 Před 3 lety

    Hi how to merge 2 files? an exported file to an existing file from primary PC of Quicbooks

  • @SeeCSeesCC
    @SeeCSeesCC Před 4 lety

    You are a master

  • @seanaysy5700
    @seanaysy5700 Před 5 lety +1

    It's very helpful ! Do you know if we can export only some periods of the company file ? For instance, the company file data is from Jan 2018 to April 2019 and we need only the data from January to April 2019 .

  • @ashraf_madkour
    @ashraf_madkour Před 2 lety +1

    its really helpful vedio

  • @oceanclub4807
    @oceanclub4807 Před 2 lety

    I only need to import 3 bank account files into a new company. How do you do this?

  • @vidyavenkat6950
    @vidyavenkat6950 Před 3 lety

    Thank you, that was helpful! I wonder if this would work if we are moving to QB file without classes from the QB file with classes, the rest all the same.

  • @RichIdaho
    @RichIdaho Před 5 lety

    Very helpful! Do you know if this can be done on the Mac desktop version?

  • @muhammadaltaf5670
    @muhammadaltaf5670 Před rokem

    Hi i have lost my admin password and no export iif transaction file without admin password please guide me thanks

  • @bashermaldaudzai505
    @bashermaldaudzai505 Před 3 lety

    hi dear hictor i have one problem , i am owed from a company the company bought ticket for me now i want to pay to company 131 every Month and the total amount is $3000.00 how can i record this to QuickBooks?

  • @brettbickham9579
    @brettbickham9579 Před rokem

    Thanks!

  • @TheCatchtwenty2
    @TheCatchtwenty2 Před 3 lety +1

    Hello Hector - Can you import only the last years information and transactions rather than all?

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 3 lety +1

      No.... unless you open the IIF file and identify the transactions some how.

  • @mornnara5125
    @mornnara5125 Před 4 lety

    Sorry Write what to show tech Support ??

  • @hugoliriano
    @hugoliriano Před 2 lety

    Hi, Hector, is possible to export only the transaccion that we need, example: only estimate or invoice ?

  • @tariq4846
    @tariq4846 Před 2 lety

    Did you find the way to export payroll and payments? Actually I want all data to be imported to another software I.e., Odoo

  • @bakarimogere4029
    @bakarimogere4029 Před 4 lety

    I changed to multiple currency can I go back to single currency since I want income tracker and bills tracker icon to show on my screen

  • @beinggood4U
    @beinggood4U Před 4 lety

    I am working in QB Enterprise 2020. I don't have the "tech support" in my help tab. Any suggestions as to how I would import my invoices? That is all I am needing. I am working via server. Thank you.

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 4 lety

      beinggood4U this is not supported by Intuit.. so if the video doesn’t work, you might not be able to. Or use a 3rd party app like transaction pro importer.

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 4 lety +1

      Did you do the CTRL/ALT DB thing?

  • @arunkaremane8958
    @arunkaremane8958 Před 2 lety

    I am unable to find tech support option under help menu. Could you please help me on that?

  • @fayperedo6109
    @fayperedo6109 Před 2 lety

    Héctor, I really need your help. I followed exactly your tutorial. how to export then import. when I got my IIF file and I import to quickbooks immediately I got an error message. what does this mean did I miss something can you help

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 2 lety

      When you import, there is a second option called “import anyway, ill fix later” something like that

  • @eliudgathungu6773
    @eliudgathungu6773 Před 5 lety

    Hae if I wish to import gls into a new quickbooks how do i go about it?

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 5 lety

      Eliud Gathungu there is a video on Journal Entries in my channel

  • @pacificoutfittersaccountsp4423

    Is there a way to set parameters on the lists to export, such as active vendors only?

  • @santisusbielles
    @santisusbielles Před 5 lety

    Is it possible to import from a certain date on? I need to export and then import from 1/1/2019

  • @dianacomilang1719
    @dianacomilang1719 Před 5 lety

    very good

  • @melinanmili3219
    @melinanmili3219 Před 5 lety

    I am trying to follow your instructions - does this work for Quickbooks Desktop 2016? It doesn't seem to be working for me. Thank you!

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 5 lety

      Melina Nmili should

    • @melinanmili3219
      @melinanmili3219 Před 5 lety

      @@HectorGarciaCPA on a MAC? I am finding About quickbooks not under help but under Quickbooks and when I follow the steps of selecting it and ALT Control DB nothing happens :(

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 5 lety

      Melina Nmili PC only.

  • @1991alpesh
    @1991alpesh Před 4 lety

    Any way we can export data from quickbook for last year and input in new qb file with out condance data?? If yes than how

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 4 lety

      No.

    • @1991alpesh
      @1991alpesh Před 4 lety

      @@HectorGarciaCPA your company provide qb condance support..? We try but so many error..

  • @naderalabbasi7822
    @naderalabbasi7822 Před 2 lety

    hello Hector , i wonder if i can transfer QBO data to QBD data once the QBO tool is not working as it is a global version

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 2 lety

      There are no free tools for this out there

    • @naderalabbasi7822
      @naderalabbasi7822 Před 2 lety

      @@HectorGarciaCPA
      Thank you for your fast response which tool do you suggest to use even if it is not free
      Thanks again

  • @CatKarmaCreations
    @CatKarmaCreations Před 5 lety

    have you ever setup quickbooks desktop pro to track Crypto Trading ?

  • @permafrostdistributors2840

    Is this possible for Quickbooks Desktop 2020 Mac? Thanks in advance.

  • @blkeyedpea6334
    @blkeyedpea6334 Před 2 lety

    Is there a keyboard shortcut to File->Utilities->Import->Timer Activities

  • @beckyphillips3617
    @beckyphillips3617 Před rokem

    Is exporting possible from quickbooks online?

  • @kevinweaver6999
    @kevinweaver6999 Před 2 lety

    What is the crazy time number in the HDR of the time sheet IIF file?

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 2 lety

      No clue

    • @kevinweaver6999
      @kevinweaver6999 Před 2 lety

      @@HectorGarciaCPA The best I could find is that QB calls that the time the file was exported. But, what format? Seconds, minutes, ?? If you don't know I'm sure no one does!!

  • @CambodiaPrank
    @CambodiaPrank Před 4 lety

    I can't see the Tech Support from Help Button...

  • @angiediaz7729
    @angiediaz7729 Před 4 lety

    One question can i do the same with Quickbooks online?

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 4 lety

      No.. QBO cannot do this.

    • @kyleestephens2565
      @kyleestephens2565 Před 4 lety

      @@HectorGarciaCPA Is it possible to save all of these transaction files from a desktop version and import them into a Quickbooks online file?

  • @shaidtel246
    @shaidtel246 Před 8 měsíci

    Anybody know how to open tech menu on quickbooks 2015?

  • @mahmoudkousa766
    @mahmoudkousa766 Před 3 lety

    Can I choose foreign currency in general journal iif file ?

  • @customerservice4754
    @customerservice4754 Před 5 lety

    How can I convert from Enterprise to Desktop Pro plus? These steps did not work and I am kicking myself that they convinced me to switch UGH HELP PLEASE

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 5 lety

      Customer Service that is not an option.. there are no builtin tools for downgrading from enterprise

    • @customerservice4754
      @customerservice4754 Před 5 lety

      UGH I find an option to download from enterprise to online but nothing from enterprise to desktop pro one would think if you are using desktop pro in enterprise and go back to regular desktop pro that they would be one in the same I have been going back and forth with quickbooks since August and its beyond frustrating and crazy!!!!!

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 5 lety

      Customer Service there just isn’t a process for that. Is not design to convert down.

    • @mlschelling
      @mlschelling Před 5 lety +1

      export from QB enterprise to QBO then convert back to QB desktop pro plus. it's worked for our firm in the past. takes about 30 min to an hour to do it.

  • @NorbKohler
    @NorbKohler Před 4 lety

    I don't have "Open a second company file"

  • @angiediaz7729
    @angiediaz7729 Před 4 lety

    I’m asking that because i was using quickbooks for one month but i open a new account so i can have the discount 50% off

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 4 lety

      Not sure what your question is..

    • @angiediaz7729
      @angiediaz7729 Před 4 lety

      Hector Garcia CPA w puedo pasar toda la información que tengo en la otra cuenta ? Pues pague este mes de enero precio normal pero anoche agarre la promoción de el 50% no hay manera de pasar todo automáticamente o tengo que hacerlo de manera manual?

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 4 lety

      Angie Diaz si hay pero te va costar más..

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 4 lety

      Angie Diaz hay un app que se llama Rewind

    • @angiediaz7729
      @angiediaz7729 Před 4 lety

      Hector Garcia CPA ok

  • @abdelwahabahmed5919
    @abdelwahabahmed5919 Před 3 lety

    Thanks A lot Hector . Is There any way for faster way

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 3 lety

      abdelwahab ahmed no

    • @abdelwahabahmed5919
      @abdelwahabahmed5919 Před 3 lety

      @@HectorGarciaCPA We did the importing , but we faced an issue that The iif imported "Inventory Transfer " as Journal and it did mess up the inventory valuation. What is your advice

    • @HectorGarciaCPA
      @HectorGarciaCPA  Před 3 lety

      abdelwahab ahmed it’s not a perfect process. You would need to add the missing transactions manually.

  • @michellemurphy9855
    @michellemurphy9855 Před 4 lety

    hector are you live