Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
February 9, 2022
Question

How to record transfers from a business account to a personal account in QuickBooks online, if a personal account is not linked to QuickBooks?

  • February 9, 2022
  • 1 reply
  • 0 views
No text available

1 reply

Level 8
February 9, 2022

I'm here to guide you in recording the money transfer, jimenezconcrete6.

 

You can manually record the transfer of funds in QuickBooks Online. It will just take a few clicks away. I'll show you how: Here’s how:

 

  1. Click the + New button.
  2. Choose Transfer.
  3. From the Transfer Funds From drop-down menu, select the bank account that the money is coming from.
  4. From the Transfer Funds To drop-down menu, select the bank account that the money is going to.
  5. In the Transfer Amount field, enter the amount being transferred.
  6. Enter the transaction date and description.
  7. When you're done, click Save and close.

To learn more about the different ways of recording a transfer between two accounts in QuickBooks Online, I recommend reading this guide: Transfer funds between accounts.

 

If you need some resources or references in entering your other business transactions, feel free to browse a topic from our Help Article page.

 

Just hit the Reply button below if you have follow-up questions. I'll always have your back.