Account transfer.

Barbara's Avatar

Barbara

12 Jul, 2019 03:13 AM

I want to transfer a bank account from one base account to another. Can this be done other than by deleting the bank account and re-entering the information in the new base account?

  1. 1 Posted by dwg on 12 Jul, 2019 06:20 AM

    dwg's Avatar

    I'm a fellow user.

    The only other way of doing this is to export the transactions into a QIF file and import this QIF file into the other data set, afterwards deleting the data from the source data set (file)

    BUT

    If there are transfers between the account you are moving with any other account within the data set before to commence you need to change each transfer to be a deposit in one account and a withdrawal in the other because each data set is self contained and you cannot have transfers between accounts in different data sets.

  2. 2 Posted by Barbara Olinder on 12 Jul, 2019 06:25 AM

    Barbara Olinder's Avatar

    Thank you. I think the quickest way for me is to delete the account and re-enter the information in a new account. I have only got a few transactions.

    Barbara Olinder
    2/40 Evergood Close
    Weston ACT 2611

    0407 050127
    Sent from Mail<https://go.microsoft.com/fwlink/?LinkId=550986> for Windows 10

    ________________________________

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