Click the 'File' menu and then select 'Create Backup.' Select 'Local Backup' and click 'Options.' Locate your personal storage device and select it as the location for your backup. Launch QuickBooks on your old computer and open the company file you want to transfer. Open the CVS file in Excel and do whatever clean-up/formatting you want Note that each split line will be its own row in the Excel file, and denoted with an 'S' in the Split column. How do I transfer data from old QuickBooks to new one? You should be faced with a pop-up list with multiple checkbox list icons. Navigate to Utilities, then Export, and then Lists to IIF Files. From the taskbar, select File and it will open a drop-down menu. Enter the name of the account in the Name field.Ĭonsidering this, how do I export the chart of accounts from QuickBooks desktop into Excel?įind the chart of accounts it contains, the one you want to export.Select the Detail Type to specify the type of account that you want to add.Click on the Account Type drop-down to select the account type.Click the Gear icon and select Chart of Accounts.Browse the location where you want to save your file and select Save.įurthermore, how do I set up a chart of accounts in QuickBooks? Here's how:.Select the list you want to export, then select OK.Select Export, then Lists to IIF Files.Go to File menu, then select Utilities.Beside this, how do I export a list of accounts from QuickBooks?Įxporting the list from QuickBooks will create an.
