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rsra-treasurer-g
Level 1

I can e-transfer payments from my bank account to clients. How do I record those payments in Quickbooks?

 
2 Comments 2
Amanda-B
QuickBooks Team

I can e-transfer payments from my bank account to clients. How do I record those payments in Quickbooks?

Hey there rsra-treasurer-g,

 

Thanks for reaching out to us here. Making sure you're recording your transactions properly is an essential step for maintaining clean books. I would be happy to point you in the right direction.

 

To ensure accuracy in your books, I recommend reaching out to an accounting professional for expert advice on creating these types of transactions. They'll be able to guide you in choosing the correct transaction type as well as which accounts to affect so that your accounts can end up with the right balance. You can add your accountant to your books by going to the My Accountant tab of your QuickBooks account. You can also find an accountant that has experience using QuickBooks near you by clicking on the Find a pro to help option in that section.

 

If you have any other questions, feel free to reach out here.

lmandel
Level 1

I can e-transfer payments from my bank account to clients. How do I record those payments in Quickbooks?

You record those payments the same way you would a cheque. On the pay bills page choose the method of payment. Which in your case would be e-transfers.  If it's not entered in payment methods you can click add new and type in e-transfer in payment method and in payment type you click on E-cheque.

Hope that answers your question. 

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