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business-soluti
Level 1

Changing bank feed transaction type to transfer in Desktop

How do you change the bank feed type in QB desktop to create a transfer rather than a check?

 

1 Comment 1
JamesDuanT
Moderator

Changing bank feed transaction type to transfer in Desktop

Hello business-soluti,

 

Instead of changing a Check as Transfer, we can add more details to the bank transaction and transfer it to the other bank register. Here's how we can do it:

  1. Go back to your Bank Feeds Center's Transaction List.
  2. In the Transactions List window, click Select next to the check you want to move.
  3. Select Add more details.
  4. Select the correct Payee and enter a Memo that it is a transferred transaction.
  5. Select the correct bank account in the Account column.
  6. Click Add to QuickBooks.

Though the transaction type is still a check when you go to your register, you can easily determine it with the Memo and the affected account.

 

Feel free to get back to us if you have additional queries on how to manage your bank transactions. Have a great day!

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