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How to move a bank register to a different company file?

I accidentally created a bank register under the wrong company file (realized this after I was all done with it) and need to move it under the correct company.    Is there a way to do this or do I need to go to the correct company and recreate the bank register?

I am using quickbooks 2016 pro desktop

Best answer 02-19-2019 02:43 PM

Accepted Solutions
QuickBooks Team

Re: How to move a bank register to a different company file?

Thanks for getting back to us, @smtwtfs.

 

I appreciate your efforts in trying out the given solution above. It’s my pleasure to get you in touch with someone from the right support team that can help you perform the steps.

 

You can ask assistance from our phone representative in doing the process to import your IIF file to QuickBooks. They have the necessary tools capable of pulling up your account in a secure environment and answering any questions you may have. 

 

Here’s how to contact support:
1.    Click the link to head to the Official Intuit Contact page.
2.    Select QuickBooks Desktop, then the version that you're using.
3.    Pick an issue type from the menu below, then click Get Phone Number at the bottom.

 

That should get you pointed in the right direction. Please let me know how the call goes. If you need anything else, leave a reply below. I’ll be on the lookout for your response. Have a great day and take care!

6 Comments
QuickBooks Team

Re: How to move a bank register to a different company file?

There's a way to import Chart of Accounts into a company file, smtwtfs.

 

You can export an IIF file of the Chart of Accounts and import it to the correct one. Here's how:

 

  1. Go to the File menu and click Utilities.
  2. Select Export and look for List to IIF Files.
  3. Select Chart of Accounts and click OK.

Once exported open the correct company and follow these steps to import the file:

 

  1. Go to the File menu and click Utilities.
  2. Select Import and click IIF Files.
  3. Look for the file and click Open

Let me also share this article that'll give you more information about exporting and importing list or IIF files in QuickBooks: Export or import Intuit Interchange Format (.IIF) files.

 

You're always welcome to visit us again if you need further assistance. The Community is always to help you again.

Community Contributor *

Re: How to move a bank register to a different company file?

Thank you for your reply.    When I went to import, it gave me this error 51 message, I attached a file of it.     Is there a work around it? 


QuickBooks Team

Re: How to move a bank register to a different company file?

Hello, @smtwtfs.

 

Thanks for the prompt response and letting me know the outcome of the steps given by @JenoP. I’m here to help resolve the error on Line 51 so you can import the file successfully.

 

This error typically happens when the account type selected on Line 51 is different from the one existing in the Chart of Accounts. You can fix this by following the steps below:

 

First, check the source of the problem.
1.    Save the IIF file to your computer.
2.    Open the saved IIF file in Microsoft Excel.
3.    Look at Line 51 of the Excel spreadsheet. This provides the account name and type that QuickBooks is expecting.

 

Then, look at your QuickBooks Chart of Accounts to determine the type of account. Once done, make the corrections by doing one of the following:
•    In QuickBooks, update the type of account to match the expected type.
•    In the Export to QuickBooks section, update the account to match the type of account.

 

That should do it. Give this a try and let me know how it goes. Post again in the Community if you need anything else, I’m more than happy to help. Take care and have a great day!
 

Community Contributor *

Re: How to move a bank register to a different company file?

I ended up removing all lines on the excel except the line with the one I need to export/import.   When I saw it, and I clicked on it, it was empty, no data was transferred over.    So now I have a blank bank account where it should be.    Is there a number I can call to walk me through this correctly?

QuickBooks Team

Re: How to move a bank register to a different company file?

Thanks for getting back to us, @smtwtfs.

 

I appreciate your efforts in trying out the given solution above. It’s my pleasure to get you in touch with someone from the right support team that can help you perform the steps.

 

You can ask assistance from our phone representative in doing the process to import your IIF file to QuickBooks. They have the necessary tools capable of pulling up your account in a secure environment and answering any questions you may have. 

 

Here’s how to contact support:
1.    Click the link to head to the Official Intuit Contact page.
2.    Select QuickBooks Desktop, then the version that you're using.
3.    Pick an issue type from the menu below, then click Get Phone Number at the bottom.

 

That should get you pointed in the right direction. Please let me know how the call goes. If you need anything else, leave a reply below. I’ll be on the lookout for your response. Have a great day and take care!

BRC
Established Community Backer ***

Re: How to move a bank register to a different company file?

Use our BRC Transaction Copier  to pull transactions from one QuickBooks company file and import them into another company file.