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Re: tracking a bank transaction as both transfer and income/expense category

Greetings rbron75455,


I can help you enter a gift check in QuickBooks Desktop for Mac.

 

Here's how:

  1. Select Banking at the top.
  2. Choose Write Checks, then click New Check.
  3. Enter the needed details for the check, and click Save & Close (refer to the screenshot below).

image.png

 

However, we are unable to recommend which account you should use to categorize it. I suggest consulting with your accountant for the best way to track the gift check.

 

You can check out the QuickBooks for Mac 2019 User's Guide for the detailed steps. Just press Command and F,  then enter Writing a check to locate the steps.

 

I want to ensure that this is taken care of for you, so please let me know how it goes. Take care.