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

Thanks for joining in on this thread, @Corysfiancee.

 

If you're needing to transfer money between accounts in QuickBooks Online, then you can use the Transfer feature. This is the easiest method to move the money to the proper accounts. I've provided the steps below on how to do this process:

 

  1. Go to the +New button on the left-hand menu, then select Transfer.
  2. In the drop-down for Transfer Funds, then select the account the funds are coming out.
  3. For the drop-down for Transfer Funds To, choose the bank account the money is being deposited. This would be the Mastercard account.
  4. Enter the amount in the Transfer Amount field.
  5. Hit Save and close.


Here's a Community article with detailed information about moving transactions in QuickBooks Online: Transfer funds between accounts.

 

Please don't hesitate to reach back out if you have any additional questions. Have a great rest of your day.

Need to get in touch?

Contact us