How do I add a payee to a transfer that has already been added. When I try to edit, it does not save the new payee info.

Allow me to share some information regarding adding a payee to a transfer transaction in QuickBooks Online, malissalmartin.

A transfer is a transaction that moves money from one account to another. That's why the system is not saving the payee since there's no field for this information.

As a way around, you might want to use the Memo field and enter the Payee information from there.

I'll be sharing with you this article: Transfer funds between accounts. This will give you other ways on how to manage your transfers as well as steps to create them.

I recommend editing, assigning, and categorizing your transactions before adding them into QuickBooks. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

I'll be around to help if you have any other banking concerns in QuickBooks. I'm here to provide additional assistance. Have a good one.

Hi, malissalmartin.

Hope you're doing great. I wanted to see how everything is going about the transfer transaction you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!