Transfers using bank feeds or bank statement imports

If you use bank feeds or import transactions from your bank statement, use the Transfer option on the Incoming Bank Transactions page.

 TIP: Ensure that you don’t create duplicate transactions.

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