How to export all transactions to a QuickBooks company file after deactivating another

Problem

You need to deactivate one QuickBooks file and export all transactions to the new file.

Solution

1. In ServiceTitan, go to Settings > Integrations > QuickBooks Desktop.

2. Click the file you want to deactivate.

3. Click Edit on the Chart of Accounts Mapped for that file.

4. Unmap all Chart of Accounts from the old file.

5. Go back to the QuickBooks company file.

6. Click Edit on the Business Units Assigned.

7. Unmap all Business Units.

8. Click deactivate to deactivate the old QuickBooks file completely.

9. Go to your active QuickBooks file.

10. Verify the Web Connector connection is active.

11. Map all Business Units to the correct file.

12. Map all Chart of Accounts to the correct file.

13. Create new batches under the correct file going forward.

14. For existing batches, create a new batch under the correct file.

15. Move all transactions from old batches to the new batch.

16. Export the new batch as usual.