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djurden
October 6, 2023
Question

Add Transfer to the Bookmarks menu in QB OnLine

  • October 6, 2023
  • 1 reply
  • 0 views

I frequently transfer funds from one bank account to another. I know how to get to the transfer screen to do this. But I would like to add that screen to my Bookmarks menu. When I click on the edit button on the Bookmarks menu, the Transfers is not an option in the list.

 

Is there a way to add Transfers to the Bookmarks menu? 

1 reply

S
SirielJeaB
October 6, 2023

We are delighted to have you join us in the Community space, djurden. Thank you for reaching out and sharing your question about the Transfer option in QuickBooks Online (QBO). We understand the importance of maximizing the efficiency of QuickBooks.

 

We appreciate your decision to use QBO as your preferred tool for managing your business activities. It would be best to easily access the Transfer page through the Bookmarks menu, as it would enhance your workflow. 

 

However, the option to add the Transfer button to the Bookmarks menu is currently unavailable because it is not on the list of features to be bookmarked. Feel free to send a feature request to our software engineers. They will carefully consider your suggestion for future product enhancements to provide the best user experience possible.

 

To submit feedback:

 

  1. Click the Gear icon, then select Feedback.
  2. Type in your feature request.
  3. Click Next to submit.

 

Moving forward, these articles can assist you in managing your bank transactions within your program:

 

 

The Community is available 24/7. If you need any further clarification, please don't hesitate to use the Reply button below. We are committed to continuously improving QBO and providing any assistance you need. Have a pleasant day, djurden.

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