Tag: match

  • 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 […]

  • How can I edit the list of recommended matches for a transaction?

    You will need to follow exactly the following steps. You will see MATCH green sign under “New Transactions” section (blue navigation bar on the left > transactions > banking) of bank downloaded deposit (Received) column. In your case for $975.00! Step#1 Invoice (create + > customers > invoice) for $1,000 Step#2 Receive Payment (create + […]