Hi, user83330!
I know some ways on how to record a money movement using these simple steps.
Since Quickbooks doesn't have options to manage automated sweep, you can create a bank deposit for the money market fund with the full amount. Then, create a Transfer for the excess amount towards the checking account.
Here's how you can transfer funds between bank accounts:
- Click + New on Menu.
- Under Other, select Transfer.
- From the Transfer Funds From drop-down list, select the bank account that the funds are coming out of.
- From the Transfer Funds To drop-down list, select the bank account the funds are being deposited into.
- In the Transfer Amount field, enter the amount.
- Enter the Date.
- Then select Save and close.
You can also check these articles for more tips about banking:
Keep me posted if you have further questions about banking. I'd like to hear more from you soon. Have a great day!