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amritsarimperial
Level 1

Bank to Transfer entry do you q book

 
1 Comment 1
RenjolynC
QuickBooks Team

Bank to Transfer entry do you q book

Good day, amritsarimperial.

 

I'd like to verify some information. 

 

Are you trying to transfer funds between accounts in QuickBooks Online? If so, I'll be glad to laid out the steps.

 

Here's how:

 

  1. Go to + New > Transfer.
  2. From the Transfer Funds From drop-down list, select the bank account that the money is coming from.
  3. From the Transfer Funds To drop-down list, select the bank account that the money is going to.
  4. In the Transfer Amount field, enter the amount being transferred and set the Date field.
  5. Enter a description of the transfer in the Memo field (optional).
  6. Click Save and close or Save and new to complete the transfer.

I've got this sample screenshot for reference:

 

 

To learn more about transfers in QuickBooks Online, you can read this article: Transfer funds between accounts.

 

Please let me know if you're looking for something else. I'll be around to help you out. Stay safe!