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Replying to:
Rainflurry
Level 15

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@PatriciaP128 

 

What you're seeing is correct unless the donor restrictions have been lifted.  Simply transferring funds from a checking account to an MMA does not affect your Temp Restricted Net Assets.  The funds are only reclassified from Temp Restricted Net Assets Capital Campaign to revenue when the donor restrictions have been lifted.

 

Just an FYI - transferring funds from two accounts is best done with a Transfer (Banking > Transfer Funds).  That creates a journal entry (JE) behind the scenes that debits the MMA account and credits the checking account.  JEs are a last resort in QB, and 99.5% of transactions can be entered without them.      

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