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Established Member

Receive bank transfer

1 Comment
QuickBooks Team

Re: Receive bank transfer

Hello Mark0593,


Good day. I'd be glad to assist you with your concern about bank transfer here in the Community.


If you're trying to record a fund transfer between two accounts, here are the steps:


  1. Click the Plus sign in the upper-right corner.
  2. Below Other, click Transfer.
  3. From the Transfer Funds From drop-down, select the bank account that the funds are coming from.
  4. From the Transfer Funds To drop-down, select the bank account the funds are being deposited into.
  5. In the Transfer Amount field, enter the amount being transferred.
  6. Edit the Date.
  7. (Optional) Enter a description of the transfer in the Memo field.
  8. Select Save and close or Save and new.

I'm adding a sample screenshot for your reference:



For your future reference on transferring funds, here's the article I recommend:


Transfer funds between accounts.


I suggest adding more details if you need further assistance regarding the bank transfer. I'm always available to help.