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Thanks for posting this to our care, @MTV. I can help you record an account funds transfer.
You can go to the Banking page and select Transfer Funds.
Here are additional steps to follow:
- From the Transfer Funds window, choose the owner draw from the Transfer Funds From drop-down list and then select the petty cash account in the Transfer Funds To drop-down list.
- Make sure to enter the value on the Transfer Amount field and other necessary areas like Date, Memo and Class.
- Hit Save & close.
If you're unsure how to record the transaction, I'd recommend working with your accountant for further guidance. This way, we can ensure you’ll be able to record the account fund transfer accurately in your books. If you’re not affiliated with one, visit our ProAdvisor page to find one from there.
Feel free to place a comment if you need additional assistance with recording transactions and fund transfers in QuickBooks Desktop. I'll get back to help. Stay safe, and have a great day ahead!
