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Toni O
Level 3

Beginner question - Match vs Transfer?

Hi there

This is probably a stupid question - I'm just getting started so bear with me.

When I have a transfer between two of my bank accounts, I don't know if I'm supposed to use "Match" (suggested by QB) or record it as a transfer. 

The aim is to make sure that the money going from one account to another is not seen as an income or expense, but a transfer.

The terminology is also confusing me.  I think of a bank "account" as an account with my bank, but QB refers to "accounts" as an income or expense category, for example like "subscriptions".

So when I refer to transfer between accounts, I mean my bank accounts.

 

I hope this makes sense. 

I'd appreciate some assistance!

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