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I'm here to help you with your bank transfer concern, jodi.
If the transactions from both accounts are already downloaded, you can categorize and match the transfer.
First, record the transaction as a transfer from one account:
Then, match the transaction from the other account:
Additionally, I'll share this article to help you move money from a bank to a credit card account: Transfer funds from a bank to a credit card account.
Let me know if you have further questions about managing your bank transfers. Just add a comment below, and I'll get back to you.
Until today, simply selecting "confirm" would record each transaction in its respective register. Is that no longer the case?
Thanks for joining us here in the Community, @M2024. Let me further share some details on how QuickBooks handles bank transfers and its confirmation process in QuickBooks Online (QBO).
Yes, the process of selecting Confirm to record each transaction in its respective register remains unchanged.
This means that by confirming this pairing, QBO will mark both transactions as reviewed and will accurately record each transaction in their respective register.
If you want to view a snapshot of your business, you can read this article to help you with that: Run reports in QuickBooks Online.
Additionally, you can personalize your reports to focus on specific details in your financial reports. For guidance, check out this informative article: Customize reports in QuickBooks Online
Feel free to contact us if you have any further questions about managing bank transactions and transfers in QBO. I'll be happy to help. Have a good one.
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