Checking account to Savings account

Thanks for dropping by the QuickBooks Community. Helping you out with transferring funds from checking to the savings account is my priority.

Based on the information provided, you’ll have to transfer the transaction from the incorrect account to the correct one. Let me guide you through the process.

Here’s how:

1. Proceed to the Banking menu at the top menu bar, then choose Transfer Funds.
2. Input the correct date in the Date field.
3. Click on the Transfer Funds From drop-down, then choose the checking account,
4. Select on the Transfer Funds To drop-down, then choose the savings account.
5. Enter the amount in the Transfer Amount field.
6. Click on Save & Close.
   
   

I'm also adding this link to help combine multiple transactions into a single record so QuickBooks matches your real-life bank deposits: Record and make bank deposits in QuickBooks Desktop.

Stay in touch if you have further questions about correcting transfer funds in QuickBooks. Please know I'm just a comment away. Have a good one.

Thank you for the quick response.

I would like to know how I can tie the names of the payer to the transfers being made

Thanks for following up with the Community, GIE.

You can link payers to deposits by matching your transactions appropriately.

If you're using express mode to match your transactions, there's a few categories they can be put into:

• (Auto) Matched - QuickBooks found a match between the downloaded transaction and one already in your related account.
• (Changed By Rules) Renamed - QuickBooks created a new transaction using renaming rules. This means the downloaded transaction doesn't match any records in its related account, but one of the rules created a new transaction which is ready to be added to your register.
• (Need Your Review) Unmatched - The downloaded transactions don't match any records in your books.

If you know there's a matching transaction, definitely be sure to make the connection between their records. In the event you agree with the recognized match, you won't need to do anything else to your transaction. The matches will be made and added to your account register when you select Finish Later. If you don't agree with a particular match, unmatch the transactions, then match them appropriately.

In the event you're unable to find a match, here's what you'll need to do:

• If your downloaded transactions are newer, make sure you've entered them in QuickBooks. Doing so should change their statuses to Matched.
• The transaction that exists in your books could have a different transaction number, amount, date, and/or payee from the downloaded data. In the event this is the case, find your transaction in QuickBooks and make edits based on the official bank records. Doing this will change the status of your transaction to Matched.
• If a downloaded transaction matches with a record that's already been reconciled, QuickBooks won't be able to match them. The reconciled transaction will have a checkmark in its CLR column.
• There's occasions when duplicate statements or transactions can be downloaded into your books. In the event transaction records were downloaded and have a lightning bolt in their CLR column, QuickBooks won't match them again.

If you're using your advanced, classic, or manual modes, you can find detailed steps for matching records in our Add & match Bank Feed transactions article.

Please feel welcome to send a reply if there's any additional questions. Have an awesome Thursday!