QB Issue Resolution:
Note: If your are installing QuickBooks or just starting to use QuickBooks, this article is not for you. This article is for users who have been using QuickBooks for some time and need to stop using their current file and start using an new file.
When you decide it is time to create a new data file, you can:
Export some or all of the lists from your old company data file.
Open the lists, one by one, in Microsoft Excel and clean them up.
Import them into your new company file.
It the old file has a lot of customers, export the customer list, open the export file in a MIcrosoft Excel, delete old customers, then import the list into your new file.
If there are a lot of employees who no longer work for the company, export and import the vendors and customers list, but enter the current employees manually.
If you track inventory in your old company file but will not track it in your new file, export the item list, change the item types to non-inventory part in a spreadsheet, and then import the list into your new file.
If you have Direct Deposit or Assisted Payroll, you must contact them FIRST so that they can set up your new data file and all of the info they need. Then you can import your item, customer, etc., lists and set up opening balances.
If your lists are damaged:
Exporting them and then importing them into your new file can copy the damage into your new file.
If you suspect that your lists are damaged, import them and then check for the issues that caused you to start a new company file.
If the issues exist in the new file, you should manually enter the lists into your new file.
The procedure described below may be simple and straightforward, but make no mistake about it, it takes a lot of time and effort to complete it. Please do not undertake starting a new data file lightly.
You cannot export existing transactions from your old company file. Moving transactions from one company file to another requires a third party software.
Step 1: Export the lists from the old file
Export your lists.
We suggest you export the major lists one at a time to minimize issues caused by importing very long lists.
The minor lists are usually much shorter and can be exported together.
Step 2: Clean up the lists (Optional).
Open the exported list(s):
Option 1 – Notepad.
Open each list in Notepad.
Notepad does not handle invisible characters and you may be able to see and delete characters that are causing issues.
Save the file.
Option 2 – Excel.
Open each exported list in a spreadsheet, and edit or delete list entries as needed:
Clean up tasks:
Customers to whom you no longer sell.
Vendors from whom you no longer purchase.
Employees whom you no longer employ.
Items that you no longer sell.
Delete any other entries that are not needed in the new company file.
Be sure that when removing a list entry that you delete the entire row from the spreadsheet.
Do not delete just cells.
Do not delete columns.
Be sure that when saving a modified list that the CSV file type maintains its formatting and the IIF file extension.
For more information about editing IIF files, see Bulk edit customers, vendors, items or other list entries.
Step 3: Create the new data file
In the menu bar, select File > New Company.
Follow the wizard to set up the new company file.
Be aware that when importing the lists, it is not required to set them up in the wizard.
Step 4: Import the lists into the new file.
Open the new company data file.
Log in to the file as the administrator.
Switch to single user mode.
Create a backup of your new file. We recommend you make a new backup after successfully importing one or two lists.
In the menu bar, choose File > Utilities > Import > IIF files.
In the Import Window, click Desktop in the sidebar, select a file to import and click Open. A message should appear that the data has been imported.
Import the Chart of Accounts first.
Next, import lists that do not contain information from other lists. Work only with the lists that are found in the company file.
Fixed Asset Item list Workers’ Comp Code list Payment Method list
Unit of measure list Customer Type, Vendor Type, Job Type lists Ship Via list
Sales Tax Code list Terms list Vehicle list
Class list Customer Message list
Finally, import the lists that do contain information from other lists in the following order:
Other Names list Billing Rate Level list
Payroll Items list*(this is not in Export IIF) Sales Rep list Price Level list
Employees list Item list Customer list
Step 5: Set up the opening balances
Resolution for Issue 'Start a new company file: Export lists from the old data file and import them into the new data file.' available: Yes (Solved).
Source: Intuit Community forum.
Start a new company file: Export lists from the old data file and import them into the new data file.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Import
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