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nstarllcco
Level 1

how can I transfer money from another account using zelle

 
1 Comment 1
BabyB
QuickBooks Team

how can I transfer money from another account using zelle

You can utilize the Transfer feature to record moving funds if you mean to record this transfer between accounts in QuickBooks, snstarllcco.

 

Here's how:

 

  1. Select + New, then Transfer.
  2. Click the Transfer Funds From drop-down, select the bank account that the money is coming from.
  3. From the Transfer Funds To drop-down, select the bank account where the money goes.
  4. Under Currency, choose USD.
  5. In the Transfer Amount field, enter the amount being transferred.
  6. Edit the appropriate Date.
  7. Enter a description of the transfer in the Memo field (optional).
  8. Select Save and close.

    image (42).png

 

However, if you mean the actual transfer using Zelle, please check their official website for detailed guidance.

 

To maintain accurate financial records, reconcile your QuickBooks transactions with your bank and credit card statements.

 

Please don't hesitate to post again whenever you have additional inquiries.

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