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Data Transfer Utility

Types of Data

Listed below are the types of data that the Data Transfer Utility can and cannot transfer. A "Y" indicates that the transaction or list type can be transferred. See the "How to Buy" link above for a table showing which years of QuickBooks these versions work with. Canadian and UK users see notes at the bottom of this page. 

(1) Payroll checks and tax liability checks can be transferred using our Check Transfer Utility. See http://www.q2q.us/ctuoverview.htm for more information on this program. Beginning with version 12.03 of this Data Transfer Utility program, Sales Tax Payment Checks should be transferred with this program instead of the Check Transfer Utility program. This only applies to QuickBooks 2012 and later. For earlier versions of QuickBooks, you should continue to use the Check Transfer Utility program to transfer Sales Tax Payment Checks. This doesn't affect payroll checks and payroll liability checks which should continue to be transferred with the Check Transfer Utility program.  

(2) Payroll items for deductions and taxes can't be transferred. Deduction and tax items have to be manually added to the payroll items list and to individual employees.

(3). Build Assembly transactions in Enterprise 2012 files using advanced inventory (serial numbers or lot numbers) can't be transferred at this time (12/20/11). We are waiting for QuickBooks to update reports in their Software Development Kit (SDK) to include serial numbers or lot numbers.

(4). Inventory adjustment transactions in Enterprise 2012 files using advanced inventory (serial numbers or lot numbers)  can't add or remove serial numbers or lot numbers from existing items. We are waiting for QuickBooks to update their Software Development Kit (SDK) to include this capability.

(5). Transferred custom field definitions don't include the required flag or the format string that can can be added to custom fields in the Enterprise version of QuickBooks. We are waiting for QuickBooks to update their Software Development Kit (SDK) to include this capability

Effective in 2007,  Intuit removed the ability to transfer the full credit card number in customer transfers. All but the last 4 digits of the card number are now changed to x's and the number is no longer usable. To avoid this when starting a new file, use method 1 in the Preparation paragraph at  http://www.q2q.us/bbtuoverview.htm to create the new file.

Canadian 2008 User Notes.

Because of bugs in Intuit's Software Development Kit for Canadian QuickBooks 2008, version 8 of the Data Transfer Utility (when used with Canadian QuickBooks 2008) has the following limitations:

1. Accounts and Vendors can't be transferred and have to be transferred using QuickBooks IIF process.

2. Credit Card Refund and Item Sales Tax can't be transferred. The refunds will need to be entered manually and Item Sales Tax can be transferred with IIF.

3. Transfers of Purchase Orders, Vendor Credits and Item Receipts don't include the Sales Tax Code and the default Sales Tax Code in the destination company is added to the transactions. If the default Sales Tax Code is not the same as the Sales Tax Code used in the source, company the taxes charged will be incorrect and the transaction will need to be edited manually to correct the Sales Tax Code.

UK 2008 User Notes.

1. Credit Card Refund and Item Sales Tax can't be transferred. The refunds will need to be entered manually and Item Sales Tax can be transferred with IIF.

2. Transfers of Purchase Orders, Vendor Credits and Item Receipts don't include the Sales Tax Code and the default Sales Tax Code in the destination company is added to the transactions. If the default Sales Tax Code is not the same as the Sales Tax Code used in the source, company the taxes charged will be incorrect and the transaction will need to be edited manually to correct the Sales Tax Code.

3. See additional comments on the following page. Additional procedures for creating a new UK QuickBooks 2008 file

Canadian 2010 to 2013 User Notes.

1. Sales Tax Codes on Accounts can't be transferred. If needed, these will have to be added manually. This can be done after all transfers have been made. In addition, tax related accounts are not included when transferring Accounts and have to be entered manually.

2. Vendor Sales Tax Agency information cannot be transferred. Most if this information is automatically created by QuickBooks when you create a new file. However you should compare this information in the old and new files to make sure it's the same. This should be done after before transferring the list names (accounts, customers, items, vendors etc) using this program but before transferring data with the Beginning Balance Transfer Utility (if using that program).

3. The Payroll item list can't be transferred. Most of these are automatically setup by QuickBooks. If any additional payroll items were created in the Source company they will have to re-recreated in the Destination company. This should be done before transferring the list names (accounts, customers, items, vendors etc) using this program.

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