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Level 1

How do I transfer funds between two banl accounts?

I would like to record a monthly transfer of funds from a checking account to a savings account and I do not find the transfer fund option anywhere in the banking menu.

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Best answer December 10, 2018

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Level 11

How do I transfer funds between two banl accounts?

In QuickBooks desktop versions:

Go to the "Banking" menu on top > Select "Transfer Funds"


In QuickBooks Online versions:

Go the top "+" plus on top > Other > Transfer


Note: This will not actually transfer funds from your banking, this is just to record transfer between accounts in the QuickBooks.

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4 Comments
Highlighted
Level 11

How do I transfer funds between two banl accounts?

In QuickBooks desktop versions:

Go to the "Banking" menu on top > Select "Transfer Funds"


In QuickBooks Online versions:

Go the top "+" plus on top > Other > Transfer


Note: This will not actually transfer funds from your banking, this is just to record transfer between accounts in the QuickBooks.

View solution in original post

Highlighted
Level 1

How do I transfer funds between two banl accounts?

Thanks for your reply but I cannot find that command anywhere. In the home page the only options under banking are: Record deposits, reconcile, write checks, check register, print checks, enter credit card charges.
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Level 8

How do I transfer funds between two banl accounts?

Try from the file menu.
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Level 1

How do I transfer funds between two banl accounts?

Found it! thanks a lot

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