![]() Note: If you’re in Multi-user mode, go to the File menu, then select Switch to Single-user Mode. Sign in to your company file as an admin.If you ever run into problems, you can use your backup to restore your data. Make sure to back up the receiving company file before you import IIF files. In the Save in drop-down, select a location to save your IIF file into.Pick the lists you want to export, then select OK.Choose Export, then select Lists to IIF Files.Go to the File menu, then select Utilities. ![]() If you’re in Multi-user mode, go to the File menu, then select Switch to Single-user Mode. Your first option is to export the data from the source company file and map the entries to import to the receiving file. If that’s the case, we can help you either add an application that will meet your needs or suggest an upgrade.It's nice to see you here, can share some insights on how to transfer transactions from one company file to another. It may be that you need more inventory-tracking tools than are offered in your version of QuickBooks. If you sell t-shirts in various sizes and colors, you’re going to need our help in order to see true inventory levels in reports and add those custom fields to sales and purchase transaction forms.įigure 3: Adding custom fields to QuickBooks’ standard transaction forms is possible, but you’ll need our assistance to make sure inventory tracking is set up right. This is where the simplicity of creating and using custom fields for items in reports and transaction forms ends. After you’ve entered up to five fields, click OK. Then click on the Custom Fields button over on the right and then Define Fields.įigure 2: If you sell similar items that are available with different characteristics, you’ll want to create custom fields.Īs you did with the earlier custom fields, enter a word or phrase under Label and then click in the Use column. Since you will be selling similar items that you’ll be keeping in stock, select Inventory Part under TYPE. Click the down arrow on the Item menu in the lower left, then click New. To start creating them, open the Lists menu and select Item List. For example, you might sell shirts in multiple sizes, colors, and styles. You may decide that some custom fields in item records, on the other hand, do need to be available on some forms. That is, they won’t automatically appear on sales forms, purchase orders, etc. The custom fields we just created are generally only used internally. will not be comprehensive if you don’t.Īs always, you can consult with us if you want some suggestions. You’re not required to complete them, but your searches, reports, etc. Remember that you’ll have to go back into existing records and fill in these blanks in order to be consistent.
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