Hi simon32,
Thanks for reaching out. Please see below steps for recording a Transfer in QuickBooks Online:
- Select + New.
- Under Other, select Transfer.
- From the Transfer Funds From drop down list, select the bank account that the funds are coming out of.
- From the Transfer Funds To drop down list, select the bank account the funds are being deposited to.
- In the Transfer Amount field, enter the amount being transferred.
- Edit the Date.
- Enter a description of the transfer in the Memo field.
- Select Save and close or Save and new.
If you have bank feeds set up, you can enter the Transfer in directly from the Banking screen:
- Select Banking.
- Ensure that you have selected the bank account to transfer from.
- Locate and select the transaction to open it.
- Select the Transfer option from the first drop-down on the left, and select the other account from the Account drop-down list.
- Select Transfer.
- Select the bank account to which you transferred the transaction.
- Select the Recognised tab and locate the transaction.The Category/Match column should indicate a match was found.
- From the Action column, select Match.
You can also refer to this article for further detail on bank transfers.
-Kass