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Level 2

adding acccount from a compnay to another company

Hello,

i have an account for my business that has been running for many years on QB.

i have all my personal accounts, etc as another account (probably not the best way  to do this).

with my personal accounts on QB, it is easy to transfer funds from one account to another, etc and keep track on QB.

Question, how do i add the business QB Account to my existing person chart of accounts?

i do not have anything fancy for my business except a simple check register.

is this possible?

appreciate your help

thanks

raj

 

Solved
Best answer May 11, 2020

Best Answers
Highlighted
QuickBooks Team

adding acccount from a compnay to another company

Yes, it is possible to import an account to another company, @rmp7345.

 

You can export and edit your Chart of Accounts to exclude accounts that aren't needed. Let me guide you on how.

 

  1. Go to File and select Utilities.
  2. Choose Export, then select Lists to IIF Files.
  3. Select Chart of Accounts by placing a checkmark.
  4. Click OK.
  5. Select a location.
  6. Enter a name in the File Name field.
  7. Click Save.

 

Once done, you can edit the IIF file in an Excel file. Refer to this link for more details on how to edit and import your file to another company: Export, import, and edit IIF files.

 

You can also check out this article for a more common chart of accounts tasks: Understand the chart of accounts in QuickBooks.

 

Please let me know if have other concerns. Have a great day.

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4 Comments
Highlighted
Moderator

adding acccount from a compnay to another company

We can add a new register for your business account, raj.

 

Before doing so, I'd recommend reaching out to your Account. They're the best support that can guide you on what account is best to use.

 

Then, here's how you can add a new register:

 

  1. From the Lists menu, select Chart of Accounts.
  2. Click the Account drop-down and select New.
  3. Select the type of account.
  4. Click Continue.
  5. Enter an Account Name.
  6. Select Save & Close.

 

I've also added these articles that talk about the chart of accounts:

 

 

Feel free to get back to me if you still need help. Thanks and stay safe!

Highlighted
Level 13

adding acccount from a compnay to another company

Utilize the trial period of these 3rd party tools to migrate data between your data files.

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Highlighted
Level 2

adding acccount from a compnay to another company

thanks for the reply.  i actually want to port over an account from another company to my primary company.

is this possible?

thanks raj

Highlighted
QuickBooks Team

adding acccount from a compnay to another company

Yes, it is possible to import an account to another company, @rmp7345.

 

You can export and edit your Chart of Accounts to exclude accounts that aren't needed. Let me guide you on how.

 

  1. Go to File and select Utilities.
  2. Choose Export, then select Lists to IIF Files.
  3. Select Chart of Accounts by placing a checkmark.
  4. Click OK.
  5. Select a location.
  6. Enter a name in the File Name field.
  7. Click Save.

 

Once done, you can edit the IIF file in an Excel file. Refer to this link for more details on how to edit and import your file to another company: Export, import, and edit IIF files.

 

You can also check out this article for a more common chart of accounts tasks: Understand the chart of accounts in QuickBooks.

 

Please let me know if have other concerns. Have a great day.

View solution in original post

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