Article View: alt.comp.software.financial.quickbooks
Article #107Re: Using a QuickBooks Pro 99 Company as Chart of Accounts and Customer Information Template with out any data.
From: mblockNO_SPAM
Date: Thu, 18 Jan 2001 02:07
Date: Thu, 18 Jan 2001 02:07
46 lines
2922 bytes
2922 bytes
On Tue, 16 Jan 2001 13:02:55 -0600, "Tom Muldoon"
<tmuldoon@certifiedtaxaccountant.com> wrote:
>Has anyone been successful with being able to purge the numerical entries
>out of a QuickBooks Pro 99 company, then being able to use the file to start
>a new company from zero but with the chart of accounts and customer data
>intact?
No, but it is easy to let export trial balance and customer lists
into IIF format. This format can be imported into a new empty QB
file.
mike block
>
>Here are the circumstances.
>
>A client used QuickBooks to prepare invoices. She entered the Customer
>information (i.e. name address, etal.) and billing information. She then
>used this information to issue invoices. However, she used another system
>for her accounting. Now she wants to use QuickBooks to do her accounting
>including managing her Accounts Receivable. The problem is that she has all
>of these entries that have been previously made which are now random in the
>company file.
>
>If a renamed copy is made of the company file, is there a way to purge the
>numerical information and retain the customer information.
>
>If not possible is there a way to alternatively transfer the customer data
>to a new company?
>
>Any suggestions or ideas will be greatly appreciated.
>
>Thanks.
>
>Tom Muldoon
Mike Block - Tax Cut CPA
World's #1 QuickBooks Top Tester
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X-Google-Language: ENGLISH,ASCII-7-bit X-Google-Thread: 112670,5d34022b09439783 X-Google-Attributes: gid112670,public X-Google-Thread: fbe20,92c6b9456dd6a2a5,start X-Google-Attributes: gidfbe20,public X-Google-ArrivalTime: 2001-01-17 18:10:53 PST Path: arc1-ca.pugleaf.net!supernews.google.com!sn-xit-02!supernews.com!news.gv.tsc.tdk.com!news.iac.net!news-out.cwix.com!newsfeed.cwix.com!newsfeed.direct.ca!look.ca!newsfeed1.earthlink.net!newsfeed2.earthlink.net!newsfeed.earthlink.net!news.mindspring.net!not-for-mail From: <mblockNO_SPAM@blocktax.com> (Mike Block, Tax Fighting C.P.A.) Newsgroups: alt.comp.software.financial.quickbooks,biz.comp.accounting Subject: Re: Using a QuickBooks Pro 99 Company as Chart of Accounts and Customer Information Template with out any data. Date: Thu, 18 Jan 2001 02:07:52 GMT Organization: MindSpring Enterprises Lines: 49 Approved: mblock@blocktax.com Message-ID: <3a6b4ff1.47293242@news.mindspring.com> References: <3a649aba$0$7169$1dc6e903@news.corecomm.net> NNTP-Posting-Host: d1.56.a4.3c Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-Server-Date: 18 Jan 2001 02:08:00 GMT X-Newsreader: Forte Agent 1.5/32.452