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BenTam
Dec 14, 2018 6:44 AM UTC
Solved

List of funds transferring between two bank accounts

Is there any report which shows all funds transferring between two bank accounts?

 

TIA

qbteachmt
qbteachmtAnswer
Dec 14, 2018 6:02 PM UTC

Open the Chart of Accounts. Double-click one of these accounts. On the left of the Register View is Transaction Type. That's another way to differentiate them.

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3 replies

Kristine Mae
Kristine Mae
Dec 14, 2018 8:28 AM UTC

You can create a customized report, Tia.

 

I'm glad to show you how:

  1. Click the Reports menu.
  2. Go to Custom Reports, then choose Transaction Detail.
  3. In the Modify Report: Custom Transaction Detail Report window, go to the Filters tab.
  4. In the Search Filters tab, enter and choose Transaction Type.
  5. Click the Transaction Type drop-down arrow, then choose Transfer.
  6. Click OK.

I've added a screenshot for you.

 

In case you have other concerns, you can always visit us anytime. Have a nice day! 

BenTamAuthor
Dec 14, 2018 2:16 PM UTC

Kristine,

 

Thanks for your reply.

Could we view the transfers on screen other than a report?

qbteachmt
qbteachmtAnswer
Dec 14, 2018 6:02 PM UTC

Open the Chart of Accounts. Double-click one of these accounts. On the left of the Register View is Transaction Type. That's another way to differentiate them.

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