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April 6, 2024
Question

I am having trouble finding a category that best suits an internal bank transfer when reviewing transactions. It is a main account to a sub pocket within the account.

  • April 6, 2024
  • 1 reply
  • 1 view
Any help is grateful 

1 reply

QuickBooks Team
April 6, 2024

Hi there,robinson. 

 

I understand the importance of identifying and choosing the appropriate category that suits an internal bank transfer when reviewing transactions. Therefore, I recommend seeking advice from your accountant, who can offer professional guidance on this matter. Additionally, they can help you determine the most suitable category that aligns with your preference and ensures compliance with relevant accounting standards.

 

You can also check out this article to learn more about matching your bank and credit card statements: Reconcile an account in QuickBooks Online.

 

Feel free to get back to this post if you have other concerns about this. I'll be ready to assist you anytime.