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BenTam
Level 5

List of funds transferring between two bank accounts

Is there any report which shows all funds transferring between two bank accounts?

 

TIA

Solved
Best answer December 14, 2018

Best Answers
qbteachmt
Level 15

List of funds transferring between two bank accounts

Open the Chart of Accounts. Double-click one of these accounts. On the left of the Register View is Transaction Type. That's another way to differentiate them.

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3 Comments 3
Kristine Mae
Moderator

List of funds transferring between two bank accounts

You can create a customized report, Tia.

 

I'm glad to show you how:

  1. Click the Reports menu.
  2. Go to Custom Reports, then choose Transaction Detail.
  3. In the Modify Report: Custom Transaction Detail Report window, go to the Filters tab.
  4. In the Search Filters tab, enter and choose Transaction Type.
  5. Click the Transaction Type drop-down arrow, then choose Transfer.
  6. Click OK.

I've added a screenshot for you.

 

In case you have other concerns, you can always visit us anytime. Have a nice day! 

BenTam
Level 5

List of funds transferring between two bank accounts

Kristine,

 

Thanks for your reply.

Could we view the transfers on screen other than a report?

qbteachmt
Level 15

List of funds transferring between two bank accounts

Open the Chart of Accounts. Double-click one of these accounts. On the left of the Register View is Transaction Type. That's another way to differentiate them.

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