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How Do I Make a Transfer Between Bank Accounts?

  • Updated

Trust to Trust

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

Operating to Operating

  1. Go to Banks and Register
  2. Click the "+" on the green ribbon
  3. Click "Transfer Between Accounts"
  4. Add all transfer details
 
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