Transfer Chart of Accounts to a New QuickBooks File

QuickBooks is an accounting software. It’s used to process of import and export of file. To the one old company to another new company. QuickBooks have developed a software which its users to make any extra efforts in utilizing the software and hence every part of QuickBooks.


The old organization, I have to send them out of into an excel document and after that re-import into QuickBooks Online.

Now we have checked out of steps to make transfer chart of accounts export to a new QuickBooks File:

1. Sign in to the information document as the Administrator.
2. And then change to the single client mode.
3. And goto the menu bar and select file and afterward utility.
4.And goto on the sub-menu and select Export and the list of IIF file.

And these processes are continuously when until the process aren’t completed…. 

When you have started a new company in QuickBooks Online, then I have a need to export to all list and chart of Account from my old company to Excel (*xls) or a Comma Separated Value (CSV) file and then re-import into QuickBooks Online.

Here are the instructions for all types of lists we support for importing:

1. Customer Contact List
2. Vendor/Supplier List
3. Chart of Account

IIF stands for Intuit Interchange Format. IIF documents contain the record that QuickBooks uses import-export information.

When we need to change his company’s QuickBooks File from a third-party of the company with the same chart of an item, customer, accounts, Vendor etc. So, we can easily and fastly import list and chart of accounts of vendor and customer. They are no need to invest hours in re-entering and recreating all the data in a tedious fashion.

For importing all the previous data and information into a new QuickBooks file we need following this  steps:


Step 1: Create a backup copy
During the import operation, never miss out on creating a copy of QuickBooks file for the company. 

Step 2: Export the data
The easy way of importing the information and data is by using QuickBooks utility.
Before importing the data into a new QuickBooks file, We will need to export the data from the old file.

Step 3: Importing the IIF file
The Importing process much easy to export.The first step is involve opening of QuickBooks Company where the list information is to be exported.

The summary will tell you what will be included in the new chart of accounts:

  • The more than of new accounts that will be created. If I've previously imported a chart of accounts, accounts classified as new are the ones that don't already exist in Xero 
  • The number of accounts that will be updated in Xero's chart of accounts.
  • Any accounts are already existing in the chart of accounts or new that have a tax rate that is different to any already set up in Xero will be imported with a default rate of Tax Exempt (0%).
  • If the chart of accounts we are importing does not contain the required Xero system accounts, will be included in the new accounts created and can't be deleted.
  • Any bank accounts imported or existing in Xero won't be deleted during the import process.
If you need more information about this topic or want any further help related to QuickBooks you can contact us at our toll-free QuickBooks customer service +1-855-441-4417 and talk to our intuit certified QuickBooks Accountants.

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