Transfer Money

To make a bank transfer

  1. On Banking menu, click Transfer Funds

  2. From the Account list select the bank account that you want to view, all the transactions for the selected bank appears

  3. Select the Transfer tab, and then click New

  4. Now you select the account from which you transfer money from and select the account that you transfer money to.  Note that you cannot select accounts receivable or accounts payables

  5. Enter all the other information and the amount you want to transfer

  6. Press Enter

To edit/update the bank transfer funds