Rose-A
Moderator

Banking

Hi, learningthisstuff.

I'd be delighted to help you with showing and matching your transfers via QuickBooks Online.

 

Showing and matching your transfers in QuickBooks is pretty easy. You can use the Transfer feature in QuickBooks Online to record those transactions.

 

Here's how:

 

  1. Click the Plus icon.
  2. Under Other, select Transfer.
  3. From the Transfer Funds From the drop-down list, select the bank account that the funds are coming out of.
  4. From the Transfer Funds To drop-down list, select the bank account the funds are being deposited into.
  5. In the Transfer Amount field, enter the amount being transferred.
  6. Edit the Date.
  7. Select Save.

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This way, you'll be able to see this transfer when you match a transaction on the banking page.

 

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You can get more information in this article: Transfer funds between bank accounts.

 

Also, you may find these articles helpful:

 

For account discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Don't hesitate to drop a reply below if you need more help in matching your transfers in QuickBooks Online. Have a great rest of your day.