How do I export customer/supplier details/chart of accounts to a new QB file?

[Deleted User]
[Deleted User] Posts: 0
edited August 2016 in Reckon Accounts (Desktop)

Client has started a new QB file as a company, how do I export customer/supplier details and chart of accounts to the new QB file?

Also, for invoices that were entered into the old QB file, can these be transferred into the new QB file?


  • Toni Jamieson
    Toni Jamieson Member Posts: 31
    edited August 2015


    From the menu when the old co file is open - File, Utilities, Export, Files to IIF, then choose the one you want to do.  Do each of them separately.

    In the new co file in the same place except import, IIF files.

    Normally you would just create the invoices in the new co file - those ones that are outstanding.

    Good luck :)