Comments on: Review: Data Transfer Utility

By: Charlie

Charlie — Tue, 05 Jan 2010 20:03:35 +0000

Melissa, yes, you should be able to, as long as you are careful about setting up uniform charts of accounts, etc.

By: Melissa

Melissa — Tue, 05 Jan 2010 19:57:28 +0000

Hi Charlie,
I use QB 2003 Pro. Am a development company that sets up separates companies for every job but would like to transfer all checking accounts to a master file in order to process our 1099s every year. Can I do that using this product?
Thanks!

By: Charlie

Charlie — Fri, 04 Dec 2009 01:42:08 +0000

You can do that, but there are some complications. For example – if they are adding new customers, you also have to synchronize the customer list. That starts to get a bit complicated. If they are UPDATING customer address information (etc.), more complicated. Then, also, they don’t have access to valid inventory balances…

By: Ray

Ray — Fri, 04 Dec 2009 01:19:46 +0000

I am interested in creating a new company file in QB 2008 Pro to allow my staff to create sales receipts and would like to import those transactions into my primary company data file. Can I import sales receipts specifically? I want to do this to keep company financials out of subordinate reach (which show up in Accounts Receivable, which can not be filtered through permissions), but still use QB to create sales receipts.

By: Charlie

Charlie — Tue, 27 Oct 2009 19:52:47 +0000

Patty, it isn’t my software, it is Karl Irvin’s. I’m just writing the review. But, if you want to start a new company file with data from your old one, you won’t find a better solution than this…

By: Patty Johnson

Patty Johnson — Tue, 27 Oct 2009 19:47:12 +0000

I took over an earlier version of a company and somehow a CA payroll item has the wrong name. Intuit says I have to start from scratch,there is no fix. The only reason I want it fixed is so I can email governement forms and it won’t work as it is. If I wait till after I do W-4s and 1099s, will you software make it easier to
transfer everything but the payroll

By: Charlie

Charlie — Mon, 12 Oct 2009 15:56:28 +0000

That depends on what you mean – are you talking about multiple locations in your warehouse, and you want to transfer inventory from one “location” to another within your company file? Or are you talking about transfering between different company files…

By: Nature Timber Trading Co., Ltd.

Nature Timber Trading Co., Ltd. — Sat, 10 Oct 2009 09:11:07 +0000

How to transfer inventory from one location to another location, one place to another?

By: Charlie

Charlie — Sun, 30 Aug 2009 19:51:09 +0000

Fred, go to Karl Irvin’s web site at http://www.q2q.us, and click the link on the left named “How to start a new QuickBooks file”. You would need two of his utilities, the “Beginning Balance Transfer Utility” and the “Data Transfer Utility”.

By: Fred

Fred — Fri, 28 Aug 2009 16:49:19 +0000

I have a company file that has data back to 1995. I would like to create a new company with only 2 or 3 years of data it. Could I use this transfer utility to do that. Would it maintain my balances in bank accounts and accounts receiviable account? What about open invoices?