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