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Replying to:
GraceC
QuickBooks Team

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Thank you for taking the time to reach out to us here on the Community page, @UDAdc.

 

As mentioned by my colleague above, you can create a journal entry to move your funds between classes. Before doing so, I'd suggest reaching out to your accountant on the best way to categorize the accounts.

 

I'll guide you how:

  1. Click Company.
  2. Go to Make General Journal Entries.
  3. Fill in the necessary fields.
  4. Click Save & Close

For detailed check out this article to know when you can create a journal entry

 

You might also want to check this great article in case you'll need to reconcile your accounts in QBDT: Reconcile an account in QuickBooks Desktop.

 

If you need anything else, please drop me a line below. I'm always here to help. 

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