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dithcita2004-yah
Level 1

Can we transfer the bank information from a client book to another client book?

My clients are partners and they have different Business in the QB systems, but one of the bank account is in the wrong company. How transfer the information to the correct company?
Solved
Best answer December 19, 2020

Best Answers
ChristieAnn
QuickBooks Team

Can we transfer the bank information from a client book to another client book?

Hi there, dithcita2004-yah.

 

Thank you and welcome back here in QuickBooks Community. Yes, you can transfer the bank information from a client's book to another client book. To do this, you'll need to export the bank information from the wrong company to Excel and import it to the correct one. To start with, I suggest going to the Banking menu and you'll be able to see an export icon from there.

 

Here's how:

 

  1. Click the Banking menu on the left panel. Then, the Banking section.
  2. Choose the bank account that you want to export by clicking the card.
  3. Click the export icon. Then, finish the process if necessary. 

 

Once done, you can now import the data from excel to another QuickBooks account. Please follow the steps below.

 

  1. Log in to another or correct account and click on the Gear icon at the upper right.
  2. Under Tools, choose Import Data.
  3. Select Bank Data.
  4. Click Browse to select a file to be imported.
  5. Click on the Next button until finished.

 

For more information about importing or exporting data, you can check out the articles below: 

 

 

Please refer to this article to see steps on how you can create budgets to compare against their actual sales and expenses: Create and import budgets into QuickBooks Online.

 

Please don't hesitate to leave a reply below or post again if you have other questions. You take care always and have a great day!

View solution in original post

1 Comment
ChristieAnn
QuickBooks Team

Can we transfer the bank information from a client book to another client book?

Hi there, dithcita2004-yah.

 

Thank you and welcome back here in QuickBooks Community. Yes, you can transfer the bank information from a client's book to another client book. To do this, you'll need to export the bank information from the wrong company to Excel and import it to the correct one. To start with, I suggest going to the Banking menu and you'll be able to see an export icon from there.

 

Here's how:

 

  1. Click the Banking menu on the left panel. Then, the Banking section.
  2. Choose the bank account that you want to export by clicking the card.
  3. Click the export icon. Then, finish the process if necessary. 

 

Once done, you can now import the data from excel to another QuickBooks account. Please follow the steps below.

 

  1. Log in to another or correct account and click on the Gear icon at the upper right.
  2. Under Tools, choose Import Data.
  3. Select Bank Data.
  4. Click Browse to select a file to be imported.
  5. Click on the Next button until finished.

 

For more information about importing or exporting data, you can check out the articles below: 

 

 

Please refer to this article to see steps on how you can create budgets to compare against their actual sales and expenses: Create and import budgets into QuickBooks Online.

 

Please don't hesitate to leave a reply below or post again if you have other questions. You take care always and have a great day!

View solution in original post

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