Transfer open invoices from one company file to another

If you explain what you are trying to do, and why, someone may come up with a better answer. Otherwise, start tapping away at the keyboard.

Without knowing more about your situation, there is a good transfer tool from

Gary

We have offices in two locations, with separate company files. One office will soon close, and that file has a lot of open invoices that I need to keep track of, so I need to get them onto the file that we will continue to use.

"In addition, you can use the utility as part of a process to create a new and smaller QuickBooks file. For example, using simple selection parameters, you can transfer just the unpaid invoices into the new file and just the customers who have an unpaid balance or who have not been marked as inactive. Note: Our Beginning Balance Transfer Utility is specifically designed to assist in the process of creating a new file."

That sounds like what I need, except here they mention it is specifically for creating a new file. I don't want to create a new file, I just want to bring open invoices from one file over to another one. Will this work for that?

Thank you very Much! El

The Data Transfer Utility is for transferring data to an existing file. The Beginning Balance Transfer Utility is for new files. Its a different product.

It should work fine for the purpose you describe. The transfer utility has many options to transfer data from company to company, Most of the time I have done it from company to company on the same computer, but it also has an option to do an email or floppy transfer. I would not hesitate to purchase it.

Gary