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SteJ
April 4, 2022
Question

Money from previous bank account before I had quickbooks

  • April 4, 2022
  • 1 reply
  • 0 views

Hello,

 

I hope someone can point me in the right direction with how to categorise money that I moved over to my new bank account in a lump sum. It shows up on QB waiting to be reviewed but i’m unsure what to show it as so it all adds up properly. 

 

Thanks,

 

Ste

1 reply

C
ChristineJoieR
April 4, 2022

I'm happy to see you coming here, @SteJ. I'll give some information about money transfers in QuickBooks Self-Employed.

 

If your transferred money consists of different transactions, there's an option in QuickBooks online to split them.

 

Here's how:

 

  1. Go to the Transactions menu.
  2. Find the transaction you want to split.
  3. Select Split from the Type column.

 

Feel free to visit this page for more details about split transactions: Split transactions in QuickBooks Self-Employed

 

I also recommend consulting your accountant to help you prepare your books accurately.

 

Furthermore, check out the guides here if you need help with banking transactions: Categorise money transfers in QuickBooks Self-Employed

 

We are willing to offer you the help you need. Just leave a comment and we'll be there.

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