Here, you'll stay updated on the latest features and releases about QuickBooks. You can go to the App Center from your QBDT or visit our Apps for QuickBooks Desktop page for reference.Īlso, I encourage you to check our Product Updates page. You can also search for a third-party app that has this feature. ![]() To be guided, you can refer to the Import Web Connect (.qbo) file section in this: Set up bank accounts for Bank Feeds in QuickBooks Desktop. Ensure to only import the transaction that hasn't been imported yet to avoid duplicates. Nice to have you join this thread, the option to link your account from one entity to another isn't possible in QuickBooks Desktop (QBDT).Īs a workaround, you'll want to import those transactions to your other company. Well that's the dream - is there any functionality like that out there? Currently I need to duplicate the entries in Entity A and Entity B, C, D. Expense (including Customer, Job, Class) Cr. This information would then be mapped to Entity B's file, where it would automatically record Dr. Bank) and add all details of the bill (Customer, Job, Class) in Entity A's file. Then, I would raise bills and pay them in Entity A (Dr. importing the entire bank feed to any given entity would import too many transactions.īasically what I am hoping for, is a function whereby I can link an intercompany account in Entity A, with a corresponding intercompany account in Entity B. Hi - I have a similar request and the previously given solution of linking expenses to the bank feed won't work for us, as the entity that is paying bills on behalf of other entities, is doing so on behalf of several different entities and sometimes one single payment might even be allocated across several group entities. Just hit the Reply button if you have any other questions. They'll be able to tell you how to best record the assets and liabilities, so your book's balance isn't negatively affected. ![]() You may find this article about downloading bank feed transactions helpful as well.Īs for moving your transactions to a liability account, I recommend reaching out to your accountant to make sure that is the best process for your books. Now you can make sure your transactions uploaded correctly by going to the Bank Feeds Center and viewing them there. Hit Continue when the dialogue box tells you the transactions were imported correctly, then push OK.Then, you'll either need to pick a bank account that already exists or create a new one.Next, find the file you saved and Open it. ![]()
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