Intercompany bank transfer

Hi, looking to transfer funds from one internal bank account to another - both bank accounts have been set up but cannot see where I do the transfer - on all my other accounting packages its from the bank sections but can’t find it anywhere on the site at all. thanks.

Hi @overton

You would input the bank transaction on one of the bank accounts on the bank statement view. If you then click “Tag Me!”, you should see an option to tag the transaction as a bank transaction.

Hope this helps.

great, thanks Matthew

1 Like

This topic was automatically closed after 7 days. New replies are no longer allowed.