On the left hand side are my accounts, such as a credit card or bank account. That is what I want to download and send
Even though @Boatnmaniac’s post is “the only way”. I have to wonder about all the things that haven’t been asked and that can go wrong.If the loan(s) are setup for downloading, all bets are off.Loan account don’t “stand alone”. There will be transfers from a checking account with most of the information one paying off that loan, which will not be included/line up with a new data file without these accounts in it.Loan payments are setup with a loan wizard and none of that will be transferred to the other data file. It will have to be reproduced in the other account.Copying one account to another data file is always problematic because of the possible transfers between accounts, but with loan accounts it gets much more likely that you will have problems with it.