The Data Transfer Utility allows QuickBooks users to quickly and easily transfer (merge) list and transaction data from one QuickBooks file to another QuickBooks file. Using simple parameters, the Transfer Utility automatically makes the transfer while allowing you to control the process. QuickBooks files are opened and closed by the Transfer Utility and the regular QuickBooks program does not have to be running. Small transfers can be made in less than a minute.
The utility will merge data from one QuickBooks file into another QuickBooks file without erasing or overwriting existing data. It's useful for transferring work done at home, at client offices, at service locations or at remote offices to a main office QuickBooks file. Data can be transferred by network connection, email or removable disk.
The utility allows you to do non-networked data entry in multiple QuickBooks files at the same time and then merge the data together in one file. For example, an accountant can be paying bills on the office computer while a salesman or service technician in the field or at a remote office is issuing invoices or estimates to customers, while a stay at home worker is entering bills at home. All of the remote data can then be merged into the office computer without erasing any data.
CPA's and accountants can use the utility to send journal entries and other changes to their clients. Clients can send a backup of their QuickBooks file to their accountant and continue to work in their copy while the accountant is reviewing and adjusting his copy of their file. The accountant's changes can then be merged into the client’s files without erasing any data. The utility does not require that accountants and their clients be on the same release level. With version 2.93 and later, you can send clients a file of journal entries and new accounts that can be imported into older versions of QuickBooks.