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QuickBooks Training – Transfer Templates

You’ve designed a template masterpiece and don’t want to lose it.  Don’t worry – QuickBooks can easily move templates among different company files. This QuickBooks Training video demonstrates how to...

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QuickBooks Training – Transfer Vendor List

You need to move an existing Vendor List to another QuickBooks Company File. This QuickBooks Training video explains how to move an existing Vendor List by exporting, modifying in excel, and importing...

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QuickBooks Training – Transfer Customer List

Customers: the lifeblood of your business. You want to take them with you always — even if you move from one QuickBooks file to another. This QuickBooks Training video walks you through the process of...

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QuickBooks Training – Transfer Items List

What’s the best way to move the Item List? Line-by-line? Copy and paste?  No way! QuickBooks allows you to export, modify, and import an entire Item List using Excel. This QuickBooks Training video...

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QuickBooks Training – Transfer Chart of Accounts to a New File

Once a solid Chart of Accounts is set up in QuickBooks, bookkeeping becomes much easier. Starting a new company file doesn’t mean you have to start a new Chart of Accounts. This QuickBooks Training...

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