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no171
Level 1

How do I properly transfer funds using a check between accounts without getting duplicate transfers in bank register?

 
1 Comment 1
Rose-A
Moderator

How do I properly transfer funds using a check between accounts without getting duplicate transfers in bank register?

Hello, no171.

 

You can use the Funds Transfer feature in QuickBooks Online and match the transaction from the register to avoid duplicates.

 

To transfer funds:

  1. Select the + New button in the left panel and choose Transfer.
  2. From the Transfer Funds From drop-down list, select the bank account that the funds are coming out of.
  3. From the Transfer Funds To drop-down list, select the bank account the funds are being deposited into.
  4. In the Transfer Amount field, enter the amount being transferred.
  5. Edit the Date.
  6. Select Save and close.

After that, you follow the steps in this article to match the transfers: Download, match, and categorize your bank transactions in QuickBooks Online.

 

Feel free to drop a reply below if you have any other QuickBooks concerns. I'm more than willing to lend you a hand. You have a wonderful day!

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