How to post a transfer as a revenue so i can keep tack for a project

Thank you for dropping by the Community. I'd gladly help you post a transfer as revenue in QuickBooks Online to keep track of a project.

If you have not imported the transaction from your bank yet, here is how to record a money transfer directly in QuickBooks:

1. Go to + New and select Transfer.
2. From the Transfer Funds From the dropdown list, select the bank account that the money is coming from.
3. From the Transfer Funds To dropdown list, select the bank account that the money is going to.
4. In the Transfer Amount field, enter the amount being transferred.
5. Edit the Date field.
6. Enter a description of the transfer in the Memo field (optional).
7. Pick Save and Close or Save and New to complete the transfer.
8. Click Yes if you double-checked the date.

By categorizing the transfer as revenue, you can keep track of the project's income and expenses more effectively in QuickBooks Online.

However, if this is not what you are referring to, I would appreciate it if you could provide us with more of the details. This way, we can look into it more and provide you with the most appropriate solution. You can also attach a screenshot.

You can also visit these articles you can use in the future:

• Transfer funds between companies.
• Transfer funds from a bank to a credit card account.
• Unmatch downloaded bank transactions or move them to another account.
• Deposit payments into the Undeposited Funds account in QuickBooks Online.

Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!

Hello,

The user is having the same issue I am struggling with as I read it.  The question has to do with use of "projects" as feature in QuickBooks. 

When you transfer money from one account to another - but you want to post the funds as "income" to a QB Project.....how do you do that ?   

As a nonprofit I move "unrestricted funds" to "projects" where I need to track the income and expenses inside the project feature.  The only other way is to utilize excel and that is extra work.  I prefer to do all my accounting inside QB.