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Level 2

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

Solved
Best answer February 18, 2019

Best Answers
Highlighted
QuickBooks Team

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.

View solution in original post

16 Comments
Highlighted
QuickBooks Team

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.

View solution in original post

Highlighted
Level 2

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? 


Highlighted
QuickBooks Team

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!
 

Highlighted
Level 2

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?

Highlighted
QuickBooks Team

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!

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Anonymous
Not applicable

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.

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Level 3

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

This does not answer the question. You assume we want to transfer the chart of accounts from an incorrect company file to a correct company file. In fact we want to only transfer the bank register from an incorrect company file to a correct company file.

Highlighted
Anonymous
Not applicable

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

Thank you for pointing that out, @shortib.

 

I'd like to add some details about moving a bank register to a different company file.

 

Transferring the list of accounts can be done using the .IIF, however, since a bank register contains different transactions, this won't transfer the data. You'll have to manually enter your transactions to the bank register.

 

Here's how:

 

  1. Go to Banking menu and select Use Register.
  2. Select the Account and click OK.
  3. Use the Date column of the register to record the date of the deposit, payment, or transfer.
  4. Once you're done entering the transactions, click the Record button.

For transactions you can import using .IIF, you may refer to this link: Export or import Intuit Interchange Format (.IIF) files.

 

If you have follow-up questions about this process, you can always get back to me. I want to help however I can. Have a great weekend.

Highlighted
Level 2

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

JenoP - appreciate your help on this.

i want to move my register and all the transactions from one company to another.  can this be done?

i see that you can move the chart of accounts but will this also import all the associated transactions?

thanks a lot!

Highlighted
Level 14

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

@rmp7345 

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

https:// transactionpro.grsm.io/qbd

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

 

Highlighted
QuickBooks Team

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

Thanks for joining in this thread, @rmp7345. Moving a bank register to a different company file may not transfer all the transactions since it contains different types of transactions. 

 

You'll want to print the bank's registers so you'll have a copy to check what's imported or not. Here's how: 

 

  1. Go to the Lists menu, then select Chart of Accounts.
  2. Right-click on the bank account, then select QuickReport: [bank account].
  3. Change the date, then click the Print drop-down arrow and select Save As PDF.

 

Should you see some transactions not imported, enter them manually by following the steps provided by @Anonymous above in his post. 

 

For future reference, read through this article: Restore a backup of your company file. It helps you learn should you decide to move all your data to a new company file. 

 

Let me know if you have additional concerns. We're always delighted to help you some more. 

Highlighted
Level 2

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

This response actually does not SOLVE the issue in question.  The question was how to transfer the register from one company to another.  This suggestion simply transfers the chart of accounts from one company to another.  It does not transfer the register data from one company to another.

Highlighted
Level 14

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

@_Ro_ 

Explore IIF to migrate data. If you are not familiar with the format, consider the migration tool I have mentioned earlier

Highlighted
Level 1

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

To take that a step further, I need to take my son's business off my Quickbooks and put it onto Quickbooks Online.  Can you advise how to do this??  

Highlighted
QuickBooks Team

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

Hi Swannee. 

 

Thanks for stopping by the QuickBooks Community, if you want to remove your sons business off of desktop and put it on his own QuickBooks Online profile, he'll need to do whats called a portable file upload and purchase a QuickBooks Online subscription. For further information on the topic, I would highly recommend reaching out to our Sales department. here is a link to the QuickBooks website, there you can find the sales team information. 

 

If you have any other questions or concerns, feel free to reach out below. thank you for your time and have a nice afternoon. 

Highlighted
Level 14

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

@Swannee 

If you are using any supporting QBD version (i.e 2018-2020), go to menu File > Utilities > Copy Company File for QuickBooks Online. Otherwise, you may open your company file on the trial license of QBD 2020. Make sure you have open a QBO account prior to proceed.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

 

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