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August 21, 2021
Question

I have 2 checking accounts and 1 savings account that I link into QBs. When I transfer $ into my savings it is showing as a credit when really I'm just moving $.

  • August 21, 2021
  • 1 reply
  • 0 views
Example: Customer pays me $1000 and it is deposited to my checking account. I then transfer $250 to my savings to save for taxes. When I go to Dashboard --> Business Overview --> hover mouse over bar graph, it is showing I have $1250 "Money In" and $250 "Money Out" when in fact I should only have $1000 "Money In". It is confusing because it makes me think I should have $1250 in customer payments.

1 reply

August 21, 2021

We want to get the best help for you, r-bobbydavis-gma.

 

I'd like to make sure that we're on the same page so I can provide you the right amount of information. Can you please provide us a screenshot of the transaction? Do you have a Merchant Account and have you manually added a transaction in QuickBooks Online aside from Banking? Any details or screenshot is appreciated so we can narrow down this issue.

 

I'll be here waiting for your response to answer any questions I can. Have a great day ahead.