How to Start New QuickBooks Account with Old Lists

Feb 11, 2008 2 Replies

My current QuickBooks for a club is in great need of starting over. There have been numerous instances of incorrect invoicing, customer receipts, etc. that makes the Balance Sheet impossible to make correct. Therefore, I would like to start over "clean". Is there a way to import only the customer list and chart of accounts without the current values associated with them?


Houston Kid wrote: ...

Export what you want to an Excel spreadsheet and turn it into an iif file to import.

--

You dont need to go through Excel: In old file, click on File then Export then Lists to IIF (words will vary depending on what versions you have). Choose everything and save the iif file Set up a new Quick Books file, specifying that you will add the accounts later, rather than choosing from the templates of pre-set accounts. Once the new file is open, click on File then Import then IIF files and choose the one you created in the first step. Voila!! good luck

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required