Transfer Funds

A transfer is when you move money from one account to another account. You can transfer money between accounts using transfer, check, matching imported bank transactions, and journal entry (check with your accountant).

Record a Transfer

  1. Click New.
  2. Select Transfer.
    Record a Transfer
  3. From the Transfer Funds From dropdown, select the account the money is coming from.
    Record a Transfer
  4. From the Transfer Funds To dropdown, select the account the money is going to.
    Record a Transfer
  5. In the Transfer Amount field enter the amount being transferred.
  6. Edit the Date field, if necessary.
  7. (Optional) Enter a Memo.
    Record a Transfer
  8. Click the Save and close arrow.
  9. Select Save and close.
    Record a Transfer

QuickBooks saves the transfer.

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