Transferring Money Between Bank Accounts

Before you begin

You can transfer money between bank accounts. This is done via 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.

    Banking Window

Results