When you decide it is time to create a new data file, you can export some or all of the lists from your old company data file. Then you can open the list file in Microsoft Excel and clean them up. Finally, you can import them into your new company file.
WARNING: If you have Direct Deposit or Assisted Payroll, you must contact them FIRST so that they can set up your new data file and all of the info they need. Then you can import your item, customer, etc., lists and set up opening balances.
Export your lists.
Note: We suggest you export the major lists one at a time to minimize issues caused by importing very long lists. The minor lists are usually much shorter and can be exported together.
Open each list in NotePad. NotePad does not handle invisible characters and you may be able to see and delete characters that are causing issues. Save the file.
Open each exported list in a spreadsheet, and edit or delete list elements as needed:
Setting up your opening balances:
Our web site, www.marketplace.intuit.com has utilities that will assist in this task.
If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.