Quickbooks
June 8, 2017

QuickBooks Transfer Funds - how to transfer between accounts

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A question I often get from clients is “How do I post a payment to my credit card?” or “How do I post the money I transfer from my savings to my checking account?”  In this video I walk you through the steps to record a transfer from one balance sheet account to another.

I also show you how to set this up as a recurring transaction for any payments you make regularly.

If you have any questions, or would like a video on another topic, please be sure to contact me!

A question I often get from clients is “How do I post a payment to my credit card?” or “How do I post the money I transfer from my savings to my checking account?”  In this video I walk you through the steps to record a transfer from one balance sheet account to another.

I also show you how to set this up as a recurring transaction for any payments you make regularly.

If you have any questions, or would like a video on another topic, please be sure to contact me!

Still need help?
Check this out.

Let's go!

Still need help?

We have what you need. Check out our courses and free resources to get more help managing your finances.

Let's go!