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Transfer funds from an account register

You can transfer funds between any two balance sheet accounts in your chart of accounts. For example, you may need to transfer funds from a savings account to a checking account to cover your weekly payroll.

To do this task

  1. Open the register for the account from which you want to transfer funds.

    Open the register
  2. At the end of the register, enter a transaction to transfer the funds:

    • Leave the Number and Payee fields blank.

    • In the Account field, enter the account you want to transfer the funds to.

    • Enter the amount to transfer in the Payment column.

    • (Optional) In the Memo field, add a description of this transaction.

  3. Click Record.

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