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January 7, 2022
Question

Changing business bank accounts

  • January 7, 2022
  • 1 reply
  • 0 views

Afternoon,

 

I have been using QB linked to my current business bank but i am in the process of changing business bank accounts.

 

I plan on doing a bank tranfer from my old business account to my new one but how to a categorise this and will is muck up any previous transactions

 

Mike

1 reply

January 7, 2022

Hi Mike, thanks for joining us here on the Community - a transfer wouldn't be categorised, you can simply record this by selecting 'record as transfer' on the transaction in the for-review field, entering the new account under 'transferred to'. 🙂