Anonymous
Not applicable

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:

 

  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.