Automate Transfer Funds Between Bank Accounts

Visher · ‎January 01, 2019

I Transfer funds from one bank account to a couple of other bank accounts weekly for the same amount. All accounts are in QuickBooks.

I want to automate these transactions.

I use QuickBooks Pro 2016 Desktop

I transfer Funds by going to Banking -> Transfer Funds

Thanks

Anonymous · ‎January 01, 2019

You can automatically record the transfers by using Write Cheques. Put the outgoing bank account in the Bank Account on the top left; put the receiving bank account(s) in the Account in the Expenses tab and the amount. Then right click on a blank part of the window, choose Memorise Cheque, tick Automate Transaction Entry and enter the other details.

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Anonymous · ‎January 01, 2019

You can automatically record the transfers by using Write Cheques. Put the outgoing bank account in the Bank Account on the top left; put the receiving bank account(s) in the Account in the Expenses tab and the amount. Then right click on a blank part of the window, choose Memorise Cheque, tick Automate Transaction Entry and enter the other details.

Anonymous · ‎January 01, 2019

If you have regular, predictable transfers in the real world, then automate your transfers in QB to mirror that, Memorize the transfers and set them up to auto-enter on a schedule that mirrors what will actually happen.

Memorize a transfer by opening the transfer form, then fill it out, and then choose Memorize from the Edit menu.

Visher · ‎January 03, 2019

Thank you very much.

I was looking for a memorize transaction in the menu bar of the transfer window.

Perhaps QuickBooks could add that to the window menu header.

JanyRoseB · ‎January 03, 2019

Hello there, @Visher.

Thanks for getting back to us. Allow me to address your concern, so let me get this straightened out.

I appreciate you for following the workaround provided by Plumber007 and BRC. Since the option you're looking for is currently unavailable, you may want to send feedback directly to our Product Developers. They place a lot of value in the ideas provided by users, like yourself, when deciding on how best to improve QuickBooks.

Here's how you can send feedback:

At the top menu bar, click Help.
Select Send Feedback Online.
Choose Product Suggestion, and fill in the feedback info.
Click Send Feedback.

For additional reference, you can check this article on how to create and modify memorized transactions.

You're always welcome to post if you have any other concerns. Community team will always here to help. Have a good one.

qbteachmt · ‎January 03, 2019

Use Ctl T or Lists menu > Memorized Transactions List.

While this is open, use View menu > Add this to the leftside Shortcuts bar or to the top Icon bar, if you use it at the top and not at the side. It won't be in the Menu; it's your Shortcut. This is how you define your own Shortcuts to meet your own requirements.

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Automate Transfer Funds Between Bank Accounts