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Join nowIm using QB Premier contractor edition 2019 desktop
I transferred an amount of money from my company checking acct
to my brokerage acct. . I ended up not investing the money so now im gonna transfer it back.
how do I enter all this in QB?
Solved! Go to Solution.
Hi there, the_tile_setters.
Thank you for visiting again the Community. I'll make sure to share details so you're able to enter all transfer transactions accurately in QuickBooks Desktop.
To begin with, I suggest going to the Banking menu and create a check. This is used to pay for a fixed asset, inventory, non-inventory, and any expense you tracked. You can also use this form to put money into a petty cash account or pay credit card dues.
Here's how:
For additional information, you can open this article: Create, modify, and print checks.
Once done, you'll have to record a bank deposit in the QuickBooks Desktop. This way, you're able to ensure that money will transfer or put back into the correct account. You can click this article on how to perform the process: Record and make bank deposits in QuickBooks Desktop.
Please refer to this article to see detailed steps on how you can record journal entries to transfer money between income and expense accounts: Create a journal entry in QuickBooks Desktop for Windows or Mac.
Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.
Hi there, the_tile_setters.
Thank you for visiting again the Community. I'll make sure to share details so you're able to enter all transfer transactions accurately in QuickBooks Desktop.
To begin with, I suggest going to the Banking menu and create a check. This is used to pay for a fixed asset, inventory, non-inventory, and any expense you tracked. You can also use this form to put money into a petty cash account or pay credit card dues.
Here's how:
For additional information, you can open this article: Create, modify, and print checks.
Once done, you'll have to record a bank deposit in the QuickBooks Desktop. This way, you're able to ensure that money will transfer or put back into the correct account. You can click this article on how to perform the process: Record and make bank deposits in QuickBooks Desktop.
Please refer to this article to see detailed steps on how you can record journal entries to transfer money between income and expense accounts: Create a journal entry in QuickBooks Desktop for Windows or Mac.
Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.
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