How do I make a Transfer between Bank Accounts?

Trust to Trust

1. Write a Trust Check to pull money out of the first account, then create a New Retainer to put money into the second account

Trust to Operating

1. If this is money that is earned, apply the retainer/trust money to an invoice.
2. If this is not money that is earned, write a Trust Check to pull money out of the first account then do a New Retainer to put money into the second account

Operating to Trust

1. Write a Check(Hard Cost) to pull money out of the first account then create a New Retainer to put money into the second account

Operating to Operating

1. Navigate to the Accounting section, then click on the Banks & Registers tab.
2.  
3. Click + on the green action bar and select Transfer Between Accounts from the menu.
   
   
4. The Transfer Between Accounts modal displays.
   
   
   • Add all transfer details:
     • The Date defaults to Today's date.
     • Enter an Amount.
     • Select a Source Account and a Destination Account.
     • Add a Note if you wish.
5. Click Transfer.
   
   
   • A prompt displays informing you that the Bank transfer was successful.