Skip to content

Transaction Copier


Copy transactions from one QuickBooks company file to another. Most transactions are supported. Transactions are pulled directly from QuickBooks and made ready to import into another company file. Filter your transactions based on date, account, and transaction type.

Click icon for free trial:Windows 

Purchase License

Transfer transactions from one QuickBooks company file to another.

The Transaction copier will pull transactions from one company file and help you import them into another company file.  You can select transactions to include by date, transaction type, or by account.

For example, you may want to copy invoices entered in the field in one company file into the primary QuickBooks file at the home office.  Or, an accountant may want to make modifications to a client’s file by adding journal entries or other transactions .  Using this addin, these new transactions can be from one company file and imported into another file.

The addin supports all transactions supported by QuickBooks import. This includes types such as bills, checks, deposits, invoices, payments, journals, and most others.

For added flexibility, the source & destination company files can be on different QuickBooks versions and even on different machines.

Free Trial

Download this addin for a free trial, which allows you to try before you buy.  Click the Windows logo above to download.  You can use the trial to test the addin in your environment to create up to 100 individual transactions (e.g. 100 journal entries) .  When you purchase then use your product key to unlock the trial to the full version.


Release Notes

10.33: Dialog window changes to link customers to QB 2019 import recommendations. Tweaks to the file format.

10.31: Changes for QB 2019 (more!) including new help links.

10.28: Changes to purchase transaction handling so that item and non item rows will appear on the correct tabs in QuickBooks.

10.26: Changes to accommodate QuickBooks 2019 and Enterprise 19.0.

10.25: Minor change to the menu ribbon to avoid internal conflicts with other BRC apps.

10.22: Change the way “Other” fields are handled when they contain time values like 9:34 so they don’t get converted into decimals numbers during the conversion.

10.21: Changes to clarify the transfer process.  Major re-write of the documentation.

10.19: Changes to About & Purchase dialog to handle more than one product key.  Fix for Excel 2016 to resolve issue where app would not load properly.

10.14: Changes to the way integrated group items are stored in the list cache to handle larger groups.

10.12: Smarter handling for inventory item detail on sales forms when an income account is used as the COGS account.

10.11: New tips on the dialog used to pull data from QuickBooks and to integrate with your company file.

10.09: Added the Class filter.

10.08: Reworked the connection dialog to pull transactions from QuickBooks.

10.07: Set newer 64-bit connection method as the default method.