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VLM1
Level 1

Transferring funds between bank accounts

I have multiple transactions which have been generated by posting receipts for sales invoices raised but they have been posted to bank instead of cash.How can i transfer multiple transactions to the correct account?

3 Comments 3
Kristine Mae
Moderator

Transferring funds between bank accounts

Hello there, VLM1.

 

You can easily transfer funds between bank accounts. Here's how:

  1. Click the Plus sign (+) icon.
  2. Choose Transfer.
  3. Under Transfer Funds from, choose the bank.
  4. Under Transfer Funds to, choose the cash account.
  5. Enter the amount, then click Save and close.

However, in transferring transactions to a different bank account, you'll have to open each transaction, then make some changes. Here's how:

  1. Open the transaction.
  2. Click the Deposit to drop-down arrow, then choose the correct bank.
  3. Click Save and close

Feel free to visit us anytime if you have other concerns. 

sekimon2
Level 1

Transferring funds between bank accounts

Where is the + sign icon located?

AlexV
QuickBooks Team

Transferring funds between bank accounts

I'm here to guide you to locate the Plus (+) icon, sekimon2.

 

The Plus (+) icon is at the upper right corner. You can refer to the screenshot below.

 

 

Also, you can use this article as guide about transfer funds between accounts.

 

I'm just a post away if you need additional help.

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