Copy Multiple Transactions from One Company File to Another

by James Antonio

When you are a small business owner, you need to take care of transactions happening on a day-to-day basis. Now when you are using QuickBooks as your accounting software, there may arise a situation where you would want to copy multiple transactions from one company file to another.

And you can easily do so in QuickBooks 2018 or newer versions for deposits, checks, credit card charges, and bills, bill credits, Invoices and credit memos, etc. In the below section, we will look into the process steps of the same.

Copy Multiple Transactions from One Company File to Another

Process Steps to Copy Multiple Transactions from one Company File to Another

Have a look at the below process steps for copying multiple transactions from one file to another.

Step 1. First of all, you need to set the preferences for allowing the export transactions. You will have to disable the account number and sales tax by going to Edit > preferences > Accounting/sales tax > company preferences > uncheck account number or click no for ‘Do you charge sales tax’ > click OK.

Step 2. The next step is to create a custom transactions details report by going to the report > custom reports > transaction detail > customized report.

Now you need to choose the desired date, transaction type, details level, and selecting the columns depending on the type of transactions i.e., checks, deposits, credit card charges, and credits, Bills and bills credits, Invoice and credit memos. Click OK to run the report.

Step 3. Export the report that you modified in the second step in excel by clicking the excel drop-down when the report is open > then choose to Create new worksheet> select new workbook > export.

Step 4. Now you need to upload the above transaction file by batch enter transaction method in QuickBooks in your target company file.


How can I Transfer Transactions from one QuickBooks file to another?

Well, there’s no merging option in QuickBooks, but you can copy the transaction file from one company file to another. You can first pull a copy of transactions and then import it into another QB file.

How can I Merge two QuickBooks Files into one?

QuickBooks desktop enterprise has an inbuilt feature for merging the reports from multiple company files, but in QuickBooks desktop, this functionality is not available.

How can I assign a Class to Multiple Transactions in QuickBooks?

First, click on the Transactions list at the lower right hand > mark the transactions you want to add a class to. Click on the drop-down under the action column and click Add more details. After that click on the class drop-down and select the appropriate class.

How can I Export the Invoices from QuickBooks?

Currently, there is no functionality for copying the invoices from one company file to another, but the invoices can be recreated and copied in the new file. You can also use third-party application services that will help you in the import of invoices to a new company files.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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