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J
JeffLyden
January 28, 2019
Question

Importing into wrong checking account.

  • 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.

    1 reply

    BettyJaneB
    BettyJaneB
    Level 9
    January 28, 2019

    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!

    K
    kmclaf9652
    February 5, 2021

    The bank feed transactions are correct from the bank.  The bank account that they are going into is incorrect.

    I have been reading that I have to delete the transactions from one account so they can be reloaded to the correct account.  

    Also when I choose to map to a particular QB account from my chart of accounts, it does not show my QB account number to map to.

    C
    ChristieAnn 11
    Level 9
    February 5, 2021

    Hi there, kmclaf9652.

     

    It's nice to see you posting here in QuickBooks Community. I'll share information and steps to ensure you're able to see the bank transactions correctly in your QuickBooks Desktop account.

     

    The downloaded data in QuickBooks depends on the information shared by the financial institution. With this, I suggest contacting your bank to get more details and to see why your bank feed transactions show incorrectly in the QuickBooks system. This way, they're able to investigate if uncleared entries are causing the issue.

     

    On the other hand, it could be the file in your QuickBooks Desktop might be damaged. That said, I recommend running the QuickBooks Verify and Rebuild tool. The tool helps scan any issues with the company file and self-resolve them on your behalf. 

     

    Here's how to Verify your data:

     

    1. Go to the File menu at the top.
    2. Select Utilities, and then choose Verify Data.

     

    If the Verify data detects an issue, you can Rebuild your file. Let me guide you how:

     

    1. Go back to the File menu.
    2. Choose Utilities, and then select Rebuild Data.
    3. Click OK, and then follow the on-screen prompts to save a backup.
    4. Select OK when you see Rebuild has completed.
    5. Once done, go to your Banking menu again and check the said option. 

     

    After that, you can check for the remaining data damage. Please check this article on how to perform the steps: Verify and Rebuild Data in QuickBooks Desktop. And, you'll also see the common reasons to use the Verify and Rebuild features on that article.

     

    Once everything's good, you can begin adding and matching your transactions to ensure they go to the right accounts and prevent duplicates.

     

    You're always welcome to comment back if you have more questions about managing your banking in QBDT. I'd be happy to help you some more. Take care and enjoy your day.

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