I am setting up a new company file. There are many payees from downloaded transactions. I can see the payee info, but I cannot cut and paste it into the payee field. Do I need to enter each payee manually for the the first time? As there are many vendors, is there an easier way? I don't need to add additional vender information beyond the vendor's name.
Thanks for any help!
The easiest wat is to open the old file, click on the file drop down menu and select utilities->export->List to .iff files. A new window will come up and you can select from a list of lists that can be exported. These list will create just names, address, etc, but no financial info. You can then go to the new company and using the same path, import the infor into the new company.
Thank you for the information. I might have posted this in the wrong section. I don't have an old company file. I am starting a new company from scratch and find inputing each vendor's name tedious, especially when qb shows the information when I download credit card and bank activity.
