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March 1, 2020
Question

How can I transfer $50.00 from one account to another within the same bank?

  • March 1, 2020
  • 1 reply
  • 5 views
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1 reply

JasroV
Level 8
March 1, 2020

Glad to have you in the Community, @jscrym.

 

You'll want to use the transfer feature from your QuickBooks Online (QBO) account to transfer that amount. Let me guide you how.

  1. Go the (+) Plus icon.
  2. Select Transfer under Other.
  3. Choose a bank account where the funds is coming out in the Transfer Funds From the drop-down menu.
  4. Select a bank account the funds are being deposited from the Transfer Funds To drop-down menu.
  5. Enter the $50 in the Transfer Amount field.
  6. Fill in the needed details.
  7. Once done, click Save and close.

Here's an article for more details: Transfer funds between accounts.

 

Once done, you can now reconcile your account to match your bank statement. For the detailed steps, you can check this article: Reconcile an account in QuickBooks Online.

 

 You can always count on us if you need more assistance in transferring funds in QBO. Our door is always open.