Anonymous
Not applicable
August 23, 2019
05:37 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Banking
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:
- Go to Banking menu and select Use Register.
- Select the Account and click OK.
- Use the Date column of the register to record the date of the deposit, payment, or transfer.
- 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.