This is helpful as I have frequently had issues when using the transfer from Bank Feeds option. From now on I will always to the deposit side of the transaction and then enter the from account. Having a consistent process should eliminate my issues. Thank you
Hi, Thanks for reaching out. I'm so glad you found our tutorial video helpful! 😊 If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. You can learn more here: ConfidencewithQuickBooks.com Have a great day, Samantha, Team Candus
I like the transfer only thing is I haven't used it because my checking is showing in the red or negative but not on my mobile phone app.So I am scared to transfer and it take it from my quickbooks checking account.
Hi Johnny, Thank you for watching our video. If you're interested in more in-depth training on this topic, 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
Hi! I accidentally entered a deposit that was already entered as a transfer, I then deleted the deposit. My question is did I do this right? Love your videos!
Hi, Thanks for reaching out. Yes, it sounds like you did it correctly! If you’d like to learn more about how to optimize QuickBooks for your business, 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
I need to write an actual check because I'm transferring funds between banks, not just accounts. On the 'checks' page, there's nothing in the Category or Item columns for transfers. Please advise. Thanks!
Hi Sharon, You'd write a check from the account you want to transfer money from, and then pick the bank you are depositing to as the "account". Since this one check will impact both accounts this is the only transaction you'll need to enter. Then "match" both transactions in the bank feed as they clear/ download into QB. If you want to learn about QuickBooks, I'd recommend our Confidence with QuickBooks program. You can learn more on our Customizing QuickBooks training: CandusKampfer.com/workshop Have a great day! Team Candus
I am new to all this and want to know. Does this just record in quick books or does it actually effect the actual bank. For example if I got to my online banking page will I see the transfer.. or do I need to do it in other locations?
Hi, Thanks for reaching out. This is just to record the transactions in QB. If you’d like to learn more about how to optimize QuickBooks for your business, 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
Hi Candus, this video was so helpful thanks!!! How would you go about recording a transfer from your business checking account that is tied to quickbooks to a personal checking account that is not tied because its not for the business? Hopefully this makes sense. Subscribed!!!
Hi, Here's a video we have that I think you'll find helpful: ua-cam.com/video/bdVnTHTq4mc/v-deo.html If you'd like additional support with your QuickBooks, make sure to check out our Customizing QuickBooks workshop: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Thanks for this easy-to-understand tutorial. I did a transfer and match but the money doubled in the other bank that I transferred to. One deposit is showing R and the other transfer is showing a C. What did I do wrong?
Hi, Thanks for reaching out. It sounds like you either entered it in wrong or you added it in twice. If you’d like to learn more about how to optimize QuickBooks for your business, 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
Hi, Thanks for reaching out. Yes, a Journal Entry is fine. If you’d like to learn more about how to optimize QuickBooks for your business, 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
This is helpful as I have frequently had issues when using the transfer from Bank Feeds option. From now on I will always to the deposit side of the transaction and then enter the from account. Having a consistent process should eliminate my issues. Thank you
Hi,
Thanks for reaching out.
I'm so glad you found our tutorial video helpful! 😊
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. You can learn more here: ConfidencewithQuickBooks.com
Have a great day,
Samantha, Team Candus
I like the transfer option.
I like the transfer only thing is I haven't used it because my checking is showing in the red or negative but not on my mobile phone app.So I am scared to transfer and it take it from my quickbooks checking account.
Hi Johnny,
Thank you for watching our video.
If you're interested in more in-depth training on this topic, 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
Hi! I accidentally entered a deposit that was already entered as a transfer, I then deleted the deposit. My question is did I do this right? Love your videos!
Hi,
Thanks for reaching out.
Yes, it sounds like you did it correctly!
If you’d like to learn more about how to optimize QuickBooks for your business, 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
I need to write an actual check because I'm transferring funds between banks, not just accounts. On the 'checks' page, there's nothing in the Category or Item columns for transfers. Please advise. Thanks!
Hi Sharon,
You'd write a check from the account you want to transfer money from, and then pick the bank you are depositing to as the "account". Since this one check will impact both accounts this is the only transaction you'll need to enter.
Then "match" both transactions in the bank feed as they clear/ download into QB.
If you want to learn about QuickBooks, I'd recommend our Confidence with QuickBooks program.
You can learn more on our Customizing QuickBooks training: CandusKampfer.com/workshop
Have a great day!
Team Candus
I am new to all this and want to know. Does this just record in quick books or does it actually effect the actual bank. For example if I got to my online banking page will I see the transfer.. or do I need to do it in other locations?
Hi,
Thanks for reaching out.
This is just to record the transactions in QB.
If you’d like to learn more about how to optimize QuickBooks for your business, 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
Hi Candus, this video was so helpful thanks!!! How would you go about recording a transfer from your business checking account that is tied to quickbooks to a personal checking account that is not tied because its not for the business? Hopefully this makes sense. Subscribed!!!
Hi, Here's a video we have that I think you'll find helpful: ua-cam.com/video/bdVnTHTq4mc/v-deo.html
If you'd like additional support with your QuickBooks, make sure to check out our Customizing QuickBooks workshop: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Thanks for this easy-to-understand tutorial. I did a transfer and match but the money doubled in the other bank that I transferred to. One deposit is showing R and the other transfer is showing a C. What did I do wrong?
Hi,
Thanks for reaching out.
It sounds like you either entered it in wrong or you added it in twice.
If you’d like to learn more about how to optimize QuickBooks for your business, 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
I tried harder and the TRANSFER was fastest way, what I did is Journal Entry, is that ok?
Hi,
Thanks for reaching out.
Yes, a Journal Entry is fine.
If you’d like to learn more about how to optimize QuickBooks for your business, 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
transfer option
Transfer
always transfer