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I want to set up a new company, but want to bring forward the customer list and activity.  Can I export just the customers and import?

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  1. Tim Sherwood on Jun 15, 2014 reply

    – From the File menu > select Utilities > Export > Lists to IIF files > it should bring a screen up of the list that you can copy > Select the list you would like to export > choose from the list > Save to your hard drive and copy to a USB flash drive or other means.
    -In the new company from the File menu > select Utilities > Import > IIF files > choose where they are stored and import.

    Note: You cannot import activities if you meant recorded transactions.

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