QuickBooks is a highly powerful software for handling and managing multiple transactions at the same time. It is widely known as the most recommended Accounting and Financial Management software. But sometimes QuickBooks Users get confused or do not know how to execute a particular task. In such a case, you should get in touch with the QuickBooks Technical Support Phone Number +1-800-778-7614.

In this article, we will show you how you can copy multiple transactions from a QuickBooks company file to another. This feature is only available in QuickBooks 2016 or newer (Premier Accountant Edition or Enterprise Accountant Edition). If you are using outdated or expired software, upgrade to the 2019 version immediately to get complete benefit of the software. Also, Intuit has stopped providing QuickBooks Customer Service for the outdated or expired versions.

Note: QuickBooks Desktop 2016 version is expiring on May 31st, 2019. Get support for upgrading QuickBooks to the 2019 version from QuickBooks Support Phone Number +1-800-778-7614.

These Transactions Can Be Copied To Another Company File

  • Checks
  • Deposits
  • Credit Card Charges and Credits
  • Bill and Bill Credits
  • Invoice and Credit Memos

Note: These steps only work for an accountant’s copy as long as the transaction date is earlier than the dividing date.

Step 1: Set The Preferences Appropriately To Allow The Export

  • Disable The Use Of Account Number
    • First of all, open your QuickBooks and go to the Edit menu.
    • Now, click on Preferences.
    • Choose Accounting and click on the Company Preferences option.
    • Unmark Use Account Numbers and click on Ok.
  • Disable Sales Tax
    • Go to the Edit menu again and click on Preferences again.
    • Choose Sales Tax and click on Company Preferences tab.
    • Open the “Do you charge sales tax” section.
    • Choose No and click on Ok.

Step 2: Create A Custom Transaction Detail Report

  • Open QuickBooks and head to the Reports menu.
  • Click on Custom Reports and choose Transaction Detail.
  • Click on Customize Reports and make these changes in the report:
    • Select the preferred date.
    • Transaction Type: Select your preferred transaction type.
    • Detail Level: All Excluding Summary

Choose the following columns considering  the type of transaction:


  • Date
  • Num (Check Number)
  • Name (Payee)
  • Account
  • Debit (Amount)
  • Memo


  • Date
  • Name (Received From)
  • Account (Account From)
  • Memo
  • Num (Check No.)
  • Credit Amount

Credit Card Charges and Credits

  • Date
  • Name (Payee)
  • Account
  • Debit (Amount)
  • Memo

Bills and Bill Credits

  • Date
  • Num (Ref No.)
  • Name (Vendor)
  • Terms
  • Debit (Amount)
  • Item Description

Invoices and Credit Memos

  • Date
  • Number
  • Name (Customer: Job)
  • Terms
  • Debit (Amount)
  • Item Description (Description)
  • Item
  • Qty
  • Sales Price (Rate)
  • Amount (Total)

Click on OK to run the report. Remember the report and you can save it as a PDF if required.

Step 3: Export the report in excel

  • Choose the Excel drop-down from the Report screen.
  • Select Create New Worksheet.
  • Choose in a new workbook, and then click on Export.

Step 4: Batch Enter Transactions

Entering Batch transactions is a whole another process. Feel free to contact the QuickBooks ProAdvisors of supportforerror for any help.


How To Contact QuickBooks Customer Support Services?

In case, you are encountering any issues while copying multiple transactions from one company file to another, feel free to contact us on toll-free QuickBooks Customer Support Phone Number +1-800-778-7614. We provide QuickBooks premium tech support services for all version of QuickBooks Pro, Premier, Enterprise, and Online.

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