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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
Rubielyn_J
QuickBooks Team

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Thank you for getting back here, @stsd.

 

Let me walk you through on how to get to the transfer option.

 

Here's how:

  1. Go to the Banking tab.
  2. Choose Bank Feeds then Bank Feeds Center.
  3. Select your Bank account.
  4. Click on the Transaction List.
  5. In the Type drop down, select Transfer.

Once done, You can match other transactions from the other Bank Feed to the transfer you just created.

 

I've added this article to guide you about reviewing bank transaction: Add and match Bank Feed transactions in QuickBooks Desktop.

 

If you have other clarification, please don't hesitate to leave a comment below. I'll be glad to help you as soon as I can. Stay healthy and safe!

 

 

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