To transfer fund between accounts within QuickBooks


From the home page screen

  • Click Create (+) Sign
  • Under “Other” select Transfer

Here you can record the transfer, just click Save and Close when you’re done.

In this example (see screenshot photo for reference), it’s transferring $1,000.00 from Checking Account to Savings Account.

  • Transfer Funds From = Money coming out from that account
  • Transfer Funds To = Money going into that account
  • Transfer Amount = Amount transferred from one account to another account
  • Memo = To record transfer information. Indicate reason if necessary.
  • Balance = Existing QuickBooks Balance before this transfer recorded
  • Attachments = Attach bank receipt for record

from create + sign to transfer

sample transfer transaction

New QuickBooks Online Plus – How to enter various expenses in new QBO?

QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit

%d bloggers like this: