Use a bank transfer when you move money between accounts in Accounting, for example when you:

• Transfer money between your bank accounts and a savings account
• Pay a credit card that you've set up as a bank account
• Repay a bank loan recorded in Accounting
• Transfer money into a cash account, such as petty cash

Record a bank transfer

1. Go to Banking, then select New and Bank Transfer.
2. Enter the details and select Save.

3. Click Save.

Using bank feeds or bank statements? Read Bank transfers using bank feeds or bank statements.

If you want to check previous bank transfers, see our View bank transfers article.

To record money transferred from a cash account, use a Bank Deposit.

• Edit or delete a bank transfer
• Reverse a bank transfer
• Record credit card transactions
• Track petty cash