Transfers

Transfers allows you to move funds from one account to another.

To Record Transfers:

  1. Display the Income & Expenses window as outlined in About Income and Expenses.

  2. From the Quick Entry selection box located on the right of the Income & Expenses window choose Transfers. The Transfers dialog box is displayed.

  1. From the From Account pulldown list choose the account you will transfer funds from.

  2. From the To Account pulldown list choose the account you will transfer funds to.

  3. Enter the Date or click the icon to choose a date from the calendar.

  4. Enter the ProNumber.

  5. Enter the Truck Number.

  6. Enter the Amount transferred.

  7. Click the Enter Memo button to type a message in the text field box, if desired. Click the Hide Memo button to hide the memo text field box.

  8. Click OK.

Related Topics