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February 13, 2021
Question

How can i check with the other account the transfer that i made from the other account, it was added but i could not view it to the other account, why?

  • February 13, 2021
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1 reply

RenjolynC
February 13, 2021

I've got the details you need, userbayann. 

 

If you've already recorded a transfer between two accounts, you can find it by opening each account register in the Chart of Accounts.

 

Here's how:

 

  1. Go to Accounting > Chart of Accounts.
  2. Click the View register link of the account where the transfer was recorded.

I have this sample screenshot for a visual reference:

 

 

Otherwise, follow the steps in this article to create a transfer: Transfer funds between accounts.

 

When the amount shows up in the Banking page, you can match it to the transfer recorded in QuickBooks. You can read this article for more information: Categorize and match online bank transactions in QuickBooks Online.

 

Please keep us posted if you need anything else. I'm just a post away to help you out again. Have a great day!