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
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