Written by James McDonald

October 2, 2019

The situation:

Business Bank Account and Credit Card Account

Bank feed from the Business Account and Credit Card Transactions imported using QIF Import

$110.56 from the Business Acct goes to the Visa Account

How do you link the transfer

In Banking => Banking transactions

find one of the transactions click the drop down arrow

Click Transfer tab

Click “Manually create transfer” button

Enter the details. Remember to set the correct transaction date, From Account is Business Account to Account is Visa

Once you get back to the transaction list you need to associate both bank account and Visa account transactions with the Transfer by expanding each transaction and on the Match transaction tab click the checkbox next to the Transfer and click Save


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