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The transfer option is also available in QuickBooks Online (QBO), jeffface. Let me walk you through the process.
You can record a transfer from one bank account to another using the +New button in QBO. Here's how:
- Click the +New button.
- Select Transfer under the Other section.
- Choose the appropriate bank accounts in the Transfer Funds From/To dropdown.
- Enter the Transfer amount.
- Set the Date for the transaction.
- Click Save and close.
If you need more details on how to transfer funds from one bank to another, please read this article: Transfer funds between accounts.
Simplify your bookkeeping with QuickBooks Live Assisted! Our expert bookkeepers will help you accurately record bank transfers in QuickBooks Online, ensuring your finances are always up-to-date. Focus on growing your business while we handle the details.
Additionally, you can reconcile an account to keep your financial records accurate by checking your QuickBooks transactions against your bank and credit card statements. This helps ensure everything matches up correctly. For more information, please check this article: Reconcile an Account in QuickBooks Online.
If you need more assistance with transferring money or have additional questions regarding banking management in QBO, please leave a comment below. We'll respond quickly to help you.
