Transferring Funds Between Bank Accounts

Overview: This article will walk you through the steps to transfer funds between bank accounts. 

1. Start on the  Dashboard page and select Deposits and Transfer Money. 

2. The Transfer Money page will be displayed. Select the Date you want to transfer the funds. 

3. Select the Account you want to transfer funds from.

4. Select the  Client you want to transfer money from. 

Note: if you are transferring from the Operating Account you will need to select the Chart of Accounts. 

5. Enter the  Amount and the Description:

6. Select the account you want to Transfer to: 

7. Select the  Client: 

8. Select the  Chart of Accounts

9. Enter the  Amount and the Description 

10. Select  Transfer Funds