cancel
Showing results for 
Search instead for 
Did you mean: 

Reply to message

View discussion in a popup

Replying to:
QuickBooks Team

Reply to message

I'm here to help you record the transfer in QuickBooks Online, To transfer money using the Transfer funds feature, you can follow the steps below. 
 
  1. Select + New.
  2. Under Other, select Transfer.
  3. From the Transfer Funds From drop-down list, select the bank account that the funds are coming out of.
  4. From the Transfer Funds To drop-down list, select the bank account the funds are being deposited into.
  5. In the Transfer Amount field, enter the amount being transferred.
  6. Edit the Date.
  7. (Optional) Enter a description of the transfer in the Memo field.
  8. Click Save and close or Save and new.
If you used a check to transfer funds, you can use the Write Check window to record the transfer of funds and the check number. To do so, fill out the check as you normally would.
 
For future reference, you can match any records you've already entered in QuickBooks Online. Please read this article for more information: Categorize And Match Online Bank Transactions In QuickBooks Online.
 
If there's anything else that you want us to help you with, please let us know so we can assist you further. We're always right here for you.

Need to get in touch?

Contact us