Importing into wrong checking account.

Forum|Forum|7 years ago
January 28, 2019
1 reply
0 views

How do I tell QB Desktop to import transactions into a particulat checking account? It's putting them into the wrong account.

QuickBooks Desktop

BettyJaneB

Level 9

Hi there, @JeffLyden.

It's nice to have you in the Community today. I'd be glad to assist with downloading your bank transactions to the correct account.

If the transactions are coming from your bank, you'll need to reach out to our financial institution to verify why is it showing on the incorrect account. This is because QuickBooks is only dependent on the transactions that were transmitted from your bank.

However, if the transactions are from a third party application, you'll need to check on the settings to map the accounts correctly. QuickBooks Desktop does not receive data through automatic sync since it's an offline product. Data is instead exported to an Intuit Interchange Format (IIF) file, which you will then download and upload it to your QuickBooks Desktop account.

To learn more about importing files in QuickBooks, please check out this article: Import Intuit Interchange Format (.IIF) files.

There you have it!

Please let me know if you're referring to something else by replying into this thread. I want to make sure everything is accurate on your end. Have a good one!

JeffLydenAuthor

I'm using a third party IIF file. I expected that with the specific account open at the time of upload that it would import into that checking account. Instead it created a second account in the company and uploaded there. How do I manage which account a file will upload to? Should I eliminate other accounts? Is there a way to choose a default account?

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