Bank transfer between own accounts shows up as a sale

I appreciate you visiting here in the forum, kevinneal.

Let me share information regarding bank transfers in QuickBooks Online.

Dashboard sales are based on sales transactions such as invoices and sales receipts. Hence, fund transfers don't usually appear in this section as they're not part of your income.

However, if these are downloaded transactions recorded as transfers, match them from the other account to keep your record accurate. I'll guide you on how.

1. Pick the bank account where the funds are going.
2. Proceed to the For review tab.
3. On the Filter dropdown, select Recognised.
4. Locate the transaction.
5. Select Match on the Action column to match both accounts.

For more information about the process above, you can review this article: Transfer funds between accounts.

Moreover, consider running and customizing a report to gain valuable insights about your business's financial status. Memorizing this report can also help you save the current customization settings for future use.

If you have additional questions when transferring funds or other related concerns in QuickBooks Online, please comment on this thread to update us in the Community. We're always around to help.