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May 12, 2024
Question

How do I transfer funds between my accounts in desktop app for QB online. In web version I can go to "New" and "other" then "transfer" but where in app?

  • May 12, 2024
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1 reply

May 12, 2024

To transfer funds between accounts in the QuickBooks Online desktop app, SCCCADMIN1.

 

You can get the QuickBooks Online (QBO) desktop app from the Gear icon of your QBO account.

 

Here's how:

 

  1. Go to the Gear icon () and click on the Get the Desktop app.
  2. Follow the onscreen instructions to download the app. 
  3. On the sign-in screen, enter your user ID and password and then click on Sign in.

 

Next, from the home page, select the + icon to create a new transaction.

In the menu that appears, select Transfer.

 

 

  1. In the Transfer Funds From the dropdown, select the account you want to transfer funds from.
  2. In the Transfer Funds To dropdown, select the account you want to transfer funds to.
  3. Enter the transfer amount in the Transfer Amount field.
  4. Optionally, edit the date and enter a memo for the transfer.
  5. Select Save and Close or Save and New" to record the transfer.

 

The QuickBooks Online desktop app allows you to use handy keyboard shortcuts to save time and keep your hands on the keyboard when entering information into transaction windows. See this page for your guide: QuickBooks Online Desktop App Windows Keyboard Shortcuts.

 

Reach out to me again if you need further assistance performing a specific task via the desktop app or have concerns about QuickBooks. I'll get back to lend a helping hand. Enjoy the rest of the day.