From the Action column, select Match so the transaction is matched in both accounts. Then select the Recognized filter from the dropdown. Select the bank account to which you transferred the transaction.Then, from the Transfer account dropdown, select the account the money was transferred to. Select the Record as transfer radio button.Find and select the transaction to open it.
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#QUICKBOOKS 2018 DESKTOP RECEIVE DONATIONS HOW TO#
Here’s how to use Match in your banking feed: Then you can match the transaction from the other account. If you have imported transactions in your banking feed for both accounts that aren't entered as a Transfer in Quickbooks, you can record it as a transfer from one account. Match a transfer in your imported bank transactions When the payment window appears, complete the customer/order information as usual. Follow these steps to record a credit card donation: From the QuickBooks Nonprofit menu, select Enter Donations (Sales Receipts). Select Save and new or Save and close to record the check. Donations are only available in QuickBooks Desktop Non-Profit edition and can only be processed as a type of receipt.From the Category column, select the account the funds are going into.
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We’ll show you options for how to record transfers and best practices to avoid mistakes. When you move money from one account to another, you’ll need to record the transaction as a transfer in QuickBooks. Learn how to record a transfer between two accounts in QuickBooks Online.