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Level 1

QuickBooks won’t let me confirm a transfer from my business account to my savings. I tried listing them as member draws, then just a transfer, no luck. What is happening

 
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QuickBooks Team

QuickBooks won’t let me confirm a transfer from my business account to my savings. I tried listing them as member draws, then just a transfer, no luck. What is happening

I'll make sure you’ll be able to get a confirmation, @jenn84moore.


Before I provide steps or instructions here, are you trying to record a transfer in QuickBooks Online?


The program allows you to record a transfer so you can match it with your downloaded bank transactions. Please know that this feature in QBO is for recording purposes only.


We can run a Transaction Detail by Account report to check if the entry is entered successfully. Here’s how you do it:

 

  1. Select the Reports menu.
  2. Enter/select Transaction Detail by Account in the search box.
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  3. Press Customize.
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  4. Select the date period, then go to the Filter section.
  5. Select Transfer in the Transaction Type.
  6. Click Run report.
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  7. Then locate the entry you just processed to confirm.

 

Otherwise, you’ll want to contact your financial institution to verify the said transaction. Transferring funds can only be accomplished by accessing your accounts.


You can read this article about transferring funds between accounts in QBO. It ensures the events are matched and accurate.  


Don't hesitate to visit me here with an update on your transfer situation. I'm determined to help you find a solution. Keep safe.

Highlighted
Level 1

QuickBooks won’t let me confirm a transfer from my business account to my savings. I tried listing them as member draws, then just a transfer, no luck. What is happening

I know it’s for recording purposes. Here’s what I’m talking about. 

Highlighted
Level 1

QuickBooks won’t let me confirm a transfer from my business account to my savings. I tried listing them as member draws, then just a transfer, no luck. What is happening

I know it’s for recording purposes. Here’s a screenshot of my problem. It’s not the first time this has happened. 

Highlighted
QuickBooks Team

QuickBooks won’t let me confirm a transfer from my business account to my savings. I tried listing them as member draws, then just a transfer, no luck. What is happening

Thanks for sharing a screenshot, jenn84moore.

 

Upon checking this, it seems like you're using the QuickBooks Online (QBO) mobile app. Let me share some info about the features that are supported on mobile devices.

 

If you're using an Android device, you're unable to download, categorize, match, and accept bank transactions. I recommend accessing your file using a browser when performing these tasks. Though, if it is an iOS device, let's open your data via a browser, then confirm a transfer. If it works, we'll have to clear the app data.

 

Here's how:

  1. From the Menu ☰ icon, select Help & Feedback.
  2. Choose Refresh Data.
  3. Click Refresh.

 

Also, here's an article you can read to learn more about what you can do within your mobile app: Compare Mobile App Features.

 

Additionally, you can view our Frequently Asked Questions by going to the Menu icon, and then click Help. By doing this, you'll be able to know more about what QBO mobile app offers to cater to your business needs.

 

Keep us updated if you have other concerns. This way, we'll be able to further assist you.

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