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September 4, 2025
Question

how to log a transfer from one business account to another sam name and ein

  • September 4, 2025
  • 1 reply
  • 34 views
No text available

1 reply

Morgan_B
QuickBooks Team
September 4, 2025

Thanks for joining us here in the Community, Zionna.

 

I'm happy to provide details about transferring funds from one business account to another in QuickBooks Desktop.

 

This can be done in a few steps. Here's how:

 

1. From the Banking menu, click Transfer Funds

2. In the Transfer funds from dropdown, choose which account you wish to move the funds from. 

3. From the Transfer funds to dropdown, select the account you need to move the funds to. 

4. Enter the Amount and Date
5. Choose Save and Close
 

Please feel free to reach back out in the comments below if you have any other questions. The Community always has your back!

ZionnaAuthor
September 6, 2025

I think I worded this wrong. How should I log the transfer in quickbooks? The CPA needs better categorization/description for the expenses and the transfer in question.