How to Transfer Money in QuickBooks

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  • čas pƙidĂĄn 6. 08. 2024
  • Need to move funds between your Business Checking and Savings accounts in QuickBooks?
    Transferring money between business accounts is a frequent necessity.
    Tips: Make sure to 'match' rather than 'add' in your bank feeds if you're a desktop user who has pre-recorded the transfer in QuickBooks.
    Grab your pen and paper, let's jump into QuickBooks 😊
    If you're looking for the Online version of this video click here: ‱ How to Transfer Money ...
    Classes For Rental Properties Inside QuickBooks Desktop
    canduskampfer.com/classes-for...
    Timestamps:
    0:00 - Intro
    0:19 - For Online users: How to Enter and Pay a Bill in QuickBooks Online
    0:34 - Entering details for transferring funds in QuickBooks Desktop
    3:47 - Check Register in QB Desktop
    5:39 - Join Candus Kampfer's Weekly QuickBooks Tips and Tricks canduskampfer.com/tips
    5:49 - The 3 Secrets to Customizing QuickBooks canduskampfer.com/workshop
    Ready to learn more areas of QuickBooks? Join us on our next workshop to learn how to design QuickBooks for your specific business... âžĄïž CandusKampfer.com/workshop
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Komentáƙe • 5

  • @juliekalish1166
    @juliekalish1166 Pƙed 7 měsĂ­ci +1

    Thank you so much for this specific training. Question: would you use this feature of transfer for an owner investment from a personal checking account to a new business checking account

  • @romaisvaje
    @romaisvaje Pƙed 3 měsĂ­ci

    Can you please explain how to recognize interest in the savings account in QB and/or registrar if the saving account I transferred funds to earns interest (High Yield Savings Account). Thank you

    • @CandusKampfer
      @CandusKampfer  Pƙed 3 měsĂ­ci

      Hi,
      Thank you for watching our video.
      If you're interested in more in-depth training on how to recognize interest in the saving account, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus