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jimj2
Level 1

Received money from a PPP loan into my online checking account and want to transfer it to a separate account to keep track of the deposit and the withdrawals. Help?

 
2 Comments 2
Rustler
Level 15

Received money from a PPP loan into my online checking account and want to transfer it to a separate account to keep track of the deposit and the withdrawals. Help?

Assuming you have another bank account in real life, and have created that account in QB, use the plus menu and transfer the funds.

 

If you are thinking of moving the money out of the bank in QB, but not in real life, that is going to cause an ongoing issue for recons, and bank balances.  QB should mimic real life

jimj2
Level 1

Received money from a PPP loan into my online checking account and want to transfer it to a separate account to keep track of the deposit and the withdrawals. Help?

Thank you! Solved my problem! 

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