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Hello there, reyes-alvarez. I can help you transfer the funds to another account.


If you mean transferring the funds from checking to the savings account, it will not affect anything because both of them have the same type of account.


With that being said, I would recommend not to set up the saving account as a sub-account. Find the savings from chart of accounts. Right click and select Edit account. Uncheck the Subaccount of box.



The steps will guide you through moving the funds to a savings account:


  1. Go to Lists and select Chart of Accounts.
  2. Look for the checking account and click it twice.
  3. Click Edit Transaction.
  4. Change the bank account to savings.

Here's an article where you can get further information about the Chart of Accounts in QuickBooks Desktop.


Please let me know if you have other questions. I'll be around to help. Take care!

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