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  1. Jun 25, 2024 · When you move money from one account to another, you'll need to record the transaction as a transfer in QuickBooks. To keep your books in good shape, you should enter the transfer as a single transaction that affects both accounts. We’ll show you how to record transfers and best practices to avoid mistakes.

  2. Jan 1, 2024 · If you’re currently using QuickBooks Online Plus, transferring transactions from one account to another feature is currently unavailable. However, to be able to do that, I recommend reaching out to your account since the QBO Accountant has access and can transfer transactions.

    • Can you add credit card accounts to your QuickBooks feed? Most QuickBooks users are familiar with the concept of adding checking accounts to their QuickBooks bank feed.
    • How do you perform transfers between accounts? Many users ask QuickBooks questions about the mechanics of performing account transfers. More specifically, there are questions about which labels you should place on each account within the transfer.
    • Can a customer pay the total balance due on multiple outstanding invoices? When customers have multiple outstanding invoices, many business owners want to be able to send them a link through which they can pay their total balance, rather than just the amount of the most recent invoice.
    • How do you delete a connected bank account? Many QuickBooks users want to delete bank and credit card accounts when they close them so as to keep their QuickBooks interface tidy.
  3. Apr 15, 2024 · What can I do to protect myself from a phishing attack? If you suspect you have received a phishing email targeting the Intuit brand, go to the Intuit Online Security Center and select Go to security notices for further information.

  4. A new threat, as reported by ThreatLocker, uses two different methods (and some variants) for attacking a company’s Quickbooks Data File via email.

  5. May 8, 2023 · This guide will cover how to transfer funds in QuickBooks Online. We’ll show you how to record the transfer and then review or edit the transfer of funds in the bank account check register.

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  7. Reclassifying transactions in QuickBooks Desktop can be done using the Reclassify Transactions tool, which allows users to efficiently change the account or type for multiple transactions.

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