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April 30, 2021
Question

Trying to accept a account entry but it tells me "you can't select a transfer to/from the same account you're currently working in." How do I close the account?

  • April 30, 2021
  • 1 reply
  • 0 views
i've closed the reconciliation what else can i do

1 reply

IamjuViel
Level 8
May 2, 2021

Good day, @bookkeeper69.

 

The prompt you've received occurs when you choose the same bank account when recording a transfer transaction. You'd want to make sure to assign different account in the Transfer To and Transfer From section. I've added a screenshot as visual reference. 

 

 

However, if you're recording transfer directly to the account's register or from the Banking page, you'd want to make sure to select the exact account the receives the funds or the account where the transfer is coming from.

 

  • Recorded directly to the account register 

 

  • Recording Transfer from the Banking page 

Here are the other ways to create transfer between two accounts in QuickBooks:

Also, you can read through these articles to help you manage  your online banking transactions:

Get back to us here if you have other questions or concerns about managing your transactions in QuickBooks. I'm just a few posts away.