AboutKarin Hostetler Expertise I am a QuickBooks certified Professional Advisor and can answer questions on Quickbooks Basic and Pro, all versions through 2008.
Experience I have worked with Quickbooks since version 1, and have had a tip published on the Intuit website. I work exclusively with small business owners in setting up Quickbooks, giving on-going support to tweak the reports, resolving data issues and correcting problems. I offer monthly, quarterly and yearly tune-ups to prepare the clients data for presentation to their CPA at year end
Publications Intuit Pro-connection
Education/Credentials I have a degree in Administration and Management with 20 years of hands on business experience in many fields
Expert: Karin Hostetler Date: 6/3/2008 Subject: Quickbooks -- New Company Setup
Question Greetings and Thank You in Advance for any advice you may be able to offer.
We have QuickBooks Premier Contractor's Edition. I have setup a company and created all of the accounts.
The question is: I need to setup another company, who's account list should be the same as the one I just did. How do I create a new company, using an existing company, as the template (keeping it's account list, GL's, etc...)
Thanks,
Thomas --
Answer Hi Thomas,
The easiest way to do that would be to:
1. Open the original file
2. export all of your lists (you can do all of that in one file)
3. close the original company
4. Click on new company under the file option
5. Click on Skip the interview
6. Enter your company info
7. enter all the information in each of the following windows
8. When you get to the window to chose your accounts (chose other/none)
9. Save your file with the new company name
10. When the new company file opens up - import all of your lists
To Export: (be sure original company file is open)
1. Click on file
2. Click on utilities
3. Click on Export
4. Click on Lists to IIF files
5. Chose the lists you want the same in the new company
6. Click OK
7. Save the file as All Lists to be imported.IIF
8. Click Save
To Import: (be sure the second company file is open)
1. Click on file
2. Click on utilities
3. Click on Import
4. Click on IIF files
5. Chose the file that you just saved (all Lists to be imported.IIF)
6. Click Open
Quickbooks will tell you if there were any issues upon importing
