Looking to import customers and vendors from one company to another

Hi I have just opened a storefront using a different business name but have the same customers and vendors but would like to start off with a clean slate. Is there a way to import both lists? Thanks In Advance. Joe

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Export both lists from you old company to an appropriate IIF file and import into new company. Have you tried that?

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Gary E

I am not sure what type of file you are referring to....I did try to export to Excel and then to import but I had some issues with regard to correct headings/data and lost customer account numbers, among others.

IIF ?

Thanks Joe

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What version of QuickBooks do you have?

Gary

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Gary E

2006 Pro I should be able to work out the kinks in the excel export/import process....I did not want to carry balances over either, and excel offers that help. Joe
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