Bank Feeds: Transfer between bank accounts

adj83h · ‎May 03, 2020

Would like to know why I can't enter transfers between bank accounts as batch action off transaction list in bank feeds. It requires an account to be listed. However when you do a transfer between accounts an account is not needed. I have to enter each transfer manually , then it is automatically matched to what is on the bank feeds transaction list and can be added as a batch transaction. I would like to know if there is a way to skip the manual entering of the transfer and be able to enter these transfers in a batch. Thank you.

JonpriL · ‎May 04, 2020

Hello @adj83h,

As of the moment, there isn't an integrated way of keeping preferred settings after categorizing your transactions. You'll want to continue what you've been doing so as a way around.

Lastly, here's an article you can read for ideas about how you can easily categorize your bank transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

Keep me posted in the comments if you have any other questions. I'll be here to help.

View solution in original post

IntuitLily · ‎May 03, 2020

Welcome to the Community, @adj83h.

Currently, you'll need to enter the transfer transactions to add/approve them in QuickBooks by batch.

I appreciate you letting us know what works best for you. I'll take note of this and pass it along to the appropriate channel. In the meantime, you can refer to this guide

for more details about downloading these types of transactions on your bank feeds: Download Bank Feed transactions in QuickBooks Desktop.

I'm here if you need anything else or have follow-up questions. Thank you for coming to the Community and have a good one.

adj83h · ‎May 04, 2020

Thank you for your answer. I have another question in regards to Bank Feeds. The Transaction List gives options as to dates, types of transactions you want to work with, and status of transactions you want to work with, however once you enter one transaction from the transaction list all the settings that you set default back to the original settings. Is there any way of keeping those settings constant after making an entry?

JonpriL · ‎May 04, 2020

Hello @adj83h,

As of the moment, there isn't an integrated way of keeping preferred settings after categorizing your transactions. You'll want to continue what you've been doing so as a way around.

Lastly, here's an article you can read for ideas about how you can easily categorize your bank transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

Keep me posted in the comments if you have any other questions. I'll be here to help.

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Bank Feeds: Transfer between bank accounts