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Replying to:
Heide DC
QuickBooks Team

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Thanks for going back to the thread, @Rkid.

 

To clarify things, we can perform the same steps provided by my colleague in transferring funds. Please know that you may select an Equity account from the Transfer Funds From drop-down or you can add a new account by clicking + Add new option. From Transfer Funds To section, you may select your business account from the drop-down arrow.

 

To learn more about this, please refer to this article on transferring funds: Transfer funds between accounts.

 

However, you may refer to your accountant if you're unsure what specific account to select. This way, they'll guide you for more important matters for your concern.

 

Moreover, you can visit this article if you encounter issues after a reconciliation: Fix issues at the end of a reconciliation in QuickBooks Online.

 

Please don't hesitate to reach us again in the comment section if you have more questions about transferring funds or any QuickBooks-related concerns. We're always here to lend a hand. Keep safe.

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