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J
JamesWoodcock
January 9, 2022
Question

bank transactions

  • January 9, 2022
  • 1 reply
  • 0 views

I have my current business bank account set up within Quickbooks which is great. However I now want to move some of this cash sitting in the account to a business savings account ( to earn interest!) provider that is not supported on the Quickbooks banking listing. How do I record in QB that I have moved say £20,000 from the QB current banking account to another business savings account outside of Quickbooks.  Thanks for your help

1 reply

L
LeizylM
January 10, 2022

Hi there, JamesWoodcock. 

 

I can show you how to transfer money from the Quickbooks current banking account to another business savings account. 

 

All you need to do is manually transfer the bank account to another checking account.

 

Here's how:

 

  1. Click the Plus button.
  2. Under Other, select Transfer.
  3. Select the bank account that the funds are coming from from the Transfer Funds drop-down list.
  4. Select the bank account where the funds will be deposited from the Transfer Funds To drop-down list.
  5. In the Transfer Amount field, enter the amount being transferred.
  6. Edit the Date.
  7. Choose between Save and Close and Save and New.

 

For more information about adding transactions from a linked bank account, as well as how to transfer funds manually in QuickBooks, I recommend the following articles:

 

 

Stay in touch if you have additional questions about recording transactions in QuickBooks. Please know I'm just a comment away. Have a good one.

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