Bank transfers using bank feeds or bank statements
Description

If you use bank feeds or you import transactions from a bank statement, use the Transfer option.

When importing transactions, remember that the bank transfer appears on the bank feed or bank statement for both banks.

To avoid duplicates:

  • Create the Transfer from one account
  • Discard or Match the transfer from the other account
Cause
Resolution
  1. From Banking, open the relevant bank feed. 
  2. Find the relevant transaction and select the Transfer button. 
  3. Select the bank account the transfer is from, and add a reference. 
  4. Select Transfer.

TIP:

You don't need to repeat this in the other bank account. 

 

Steps to duplicate
Related Solutions