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April 16, 2023
Question

I transfered money from my bank checking that is linked on quickbooks to my personal account and the transaction does not appear anywhere..

  • April 16, 2023
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1 reply

April 17, 2023

Hi useryeshuasanchez4,

 

Welcome to QuickBooks Community!  QuickBooks Online provides options for recording transfers, when you move funds from one account to another, to best suit your business needs.  I'd be glad to help!

 

It's important that you're able to locate and review the recorded transfer in your Chart of Accounts.  I recommend reviewing how the transfer was recorded to ensure all required fields are complete, by following these steps; 

 

1.  From the left menu, open + New

2. Select Transfer

3. From the Transfer funds from dropdown, select the bank account that the money is coming out of

4. From the Transfer funds to dropdown list, choose the bank account that the money is going into

5. In the Transfer amount field, enter the total amount being transferred

6. Confirm the Date 

7. Enter a description in the Memo field, as you feel necessary

8. Hit Save and close 

To locate the transfer, open each associated account register in the Chart of accounts.

 

Should you require additional assistance, please contact us.  We'd love the opportunity to work with you in real time and ensure you're able to complete your QuickBooks goals as soon as possible.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Feel free to reach out again with other questions. We're here for you!