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Please help. what to do when the bank transfer didnt show match on another bank account? I snapshot each steps but cant upload here.

PS after one account reconciled as transfer, on another account doesnt show match on the reconcile page and on the account history page shows the transaction with no C or R.
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QuickBooks Team

Please help. what to do when the bank transfer didnt show match on another bank account? I snapshot each steps but cant upload here.

Thanks for taking the time to post in the Community today, @user88667. I also found you post detailed info of what's going on with your account on the Community UK page: Match doesn't show when bank transferred and double entry. I'm here to help you get past this issue. 

 

In QuickBooks, the most common issue when recording funds transfer between two accounts is duplication. To resolve this issue, we need to enter the transfers from your Checking account. Then, match it in your Gen account.

 

Here's how: 

  1. Go to the Banking page, then select the bank account to transfer from (checking account).
  2. Locate and select the transaction to open it.
  3. Choose the Record transfer radio button and select the other account from the Select transfer account drop-down list (Gen account), then select Record transfer.
  4. Choose the bank account to which you transferred the transaction (Gen account), then select the Recognise tab and find the transaction. The Category/Match column should indicate a match was found.
  5. Select Match from the Action column.

 

For additional reference, read through this article: Transfer funds between bank accounts.

 

You'll also want to learn about moving money from one company to another. Read through this article for more insights: Transfer funds between companies.

 

For future reference, you can click the Photos icon to insert a screenshot. Just ensure to hide any sensitive information on the image/s added.

 

Should you have more concerns related to this topic, please click the Reply button below. I'd be here to help you some more.