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July 23, 2023
Question

How do you record a transfer from one account to another account in the iOS app for IPhone/iPad because the instructions are incorrect in the knowledge base.

  • July 23, 2023
  • 1 reply
  • 0 views
Please provide step by step details with screenshots.

1 reply

July 24, 2023

Hello BrandonKNSS,

 

Glad to have you connect with us here again. Recording your transactions the right way is a beneficial step towards keeping your book clean. I'll be happy to share more info and steer you in the right right direction so you can record a transfer. 

 

In order to record a transfer you'd have to be using the web-browser version of QuickBooks instead of the mobile app. To do this, open your web-browser on a computer or phone and visit www.qbo.ca. From here you can sign into your account and follow the steps in this article as they show you how to: Transfer funds between accounts. You're also more than welcome to send feedback to our engineers about features or improvements you'd like to see on the mobile app by clicking on the Gear icon and navigating to Feedback

 

Let me know if this info helps by leaving a comment below. I'll be a message away in case you need anything else. 🙂