Using this add in, these new transactions can be pulled from one company file and imported into another file. Or, an accountant may want to make modifications to a client’s file by adding journal entries or other transactions. You can select transactions to copy by their date, transaction type, or by account.įor example, you may want to copy invoices entered in one company file to a different QuickBooks file at the home office. It works from within Excel and displays the transactions on an Excel worksheet for review.
The Transaction copier pulls transactions from one company file and helps you import them into another company file. Transfer transactions from one QuickBooks company file to another.
