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Transfer Funds in QuickBooks Pro: Overview


            You can easily transfer funds in QuickBooks Pro. When you make a funds transfer in QuickBooks Pro, you move money from one bank account to another in the company file. For example, you can use this feature to move money from your checking account to your savings account in the company file. To transfer funds in QuickBooks Pro, you use the “Transfer Funds Between Accounts” window. You can access this window by selecting “Banking| Transfer Funds” from the Menu Bar.
            In this window, enter the date of the funds transfer into the “Date” field. Then select the bank account to transfer funds from by using the “Transfer Funds From” drop-down. Then select the name of the account to transfer the funds into by using the “Transfer Funds To” drop-down. Enter the amount of the transfer into the “Transfer Amount” field. When you are ready to save the transaction, then click the “Save & Close” button to record the funds transfer and close the window.

Transfer Funds in QuickBooks Pro: Instructions

  1. To transfer funds in QuickBooks Pro, select “Banking| Transfer Funds” from the Menu Bar.
  2. Enter the date of the funds transfer into the “Date” field.
  3. Then select the bank account to transfer funds from by using the “Transfer Funds From” drop-down.
  4. Then select the name of the account to transfer the funds into by using the “Transfer Funds To” drop-down.
  5. Enter the amount of the transfer into the “Transfer Amount” field.
  6. Then click the “Save & Close” button to record the funds transfer and close the window.
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