Have you ever had to move funds from one checking account to another? Or perhaps from a checking account to a savings account? QuickBooks Desktop has a feature to make recording these types of transactions easy.

From the menu bar, go to Banking and select Transfer Funds. The box below will appear:

Transfer Funds - QuickBooks

  • Enter in the relevant information:
    • Date
    • Account to transfer funds from
    • Account to transfer funds to
    • Class (if applicable)
    • The amount of the transfer
  • Save & Close if there is only the one transfer to record
  • Save & New if there are more transfers to record

In only a few simple steps, using this Transfer Funds feature will help keep these types of transactions recorded and organized for future reference.

 

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Rebecca Doyle
I am a Certified Payroll Professional (CPP) and Advanced Certified QuickBooks ProAdvisor, providing payroll and accounting services to businesses. I joined the Hawkins Ash CPAs Green Bay, WI, office in 2003.

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