Transferring Money Between Bank Accounts

Transfer money between bank accounts.

Before you begin

You can transfer money between bank accounts with the Bank Transfer window in the Practice Explorer.

Procedure

  1. Within the Practice Explorer, select the Bank Transfer menu item. The Bank Transfer window appears.

  2. Click

    The Add Bank Account Transfer window appears.

  3. Select the account you want to transfer money from and to.
  4. Enter the amount you want to transfer.
  5. Enter a note about the transfer.
  6. Click OK. to confirm. The new transfer will appear within the window.

Results