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dericksoneye-gma
Level 1

I'm setting up qb for the first time. I connected to my bank. 2k trans need to be reviewed. If they look good - hitting confirm I get error = same account ?

Error - you can't select a transfer to/from the same acccount you're working on
1 Comment
FritzF
Moderator

I'm setting up qb for the first time. I connected to my bank. 2k trans need to be reviewed. If they look good - hitting confirm I get error = same account ?

Welcome and thanks for visiting us here in the Community, @dericksoneye-gma.

 

You may have imported transactions in your banking feed for both accounts that aren't entered as a Transfer in Quickbooks Online (QBO). If that's the case, you can record it as a transfer from one account. Then you can match the transaction from the other account.

 

Here's how to do it:

 

  1. In QBO, go to the Banking menu at the left pane to get to the Banking page.
  2. Select the bank account that the transaction is coming from.
  3. Find and click the transaction to open it.
  4. Tick the Record as transfer radio button. Then, from the Transfer account dropdown, choose the account the money was transferred to.
  5. Select Record transfer and the bank account to which you transferred the transaction.
  6. Proceed to the For Review tab and click the Recognized filter from the drop-down.
  7. Find the transaction. From the Action column, pick Match.

 

This will match the transaction in both accounts. To learn more about managing and transferring funds in QBO, consider checking out this article: Transfer funds between accounts.

 

You also have the option to manually upload/import transactions from your bank to QBO. For more information about the process, refer to this article: Manually upload transactions into QuickBooks Online.

 

Don't hesitate to let me know if you have any other concerns in the comment section below. I'm always here to answer them. Have a wonderful day!

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