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December 8, 2021
Question

Why can't i record a transaction? Tells me "you can't select a transfer to/from the same account you're currently working in." I recorded all but 7 transactions??

  • December 8, 2021
  • 1 reply
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why can't i record a transaction? Tells me "you can't select a transfer to/from the same account you're currently working in." I recorded all but 7 transactions?? I am trying to transfer a deposit

1 reply

AlexV
December 8, 2021

Hello bjm6373-yahoo-co!

 

I know the reason why you received such an error message. Let me help you in fixing it.

 

When you transfer funds from one account to another, you can't use the same account to both Transfer Funds From and Transfer Funds To. The Transfer Funds From is the bank account that the money is coming from, while the Transfer Funds To is the bank account that the money is going to.

 

You'll want to make sure that you selected the right accounts before saving them. Check this link for your reference: Transfer funds between accounts.

 

Also, here's an article if you need help in reconciling your accounts: Reconcile an account in QuickBooks Online.

 

Post a comment below if you need more assistance in recording a transaction. Take care!