Add or edit transfers

You can add or edit transfer transactions to help you keep track of transfers you make in the course of business.

Note: You cannot change the type of transaction. For example, if you entered an expense that was actually a deposit, you must delete the expense and enter the transaction again as a deposit.

  1. Do one of the following.

    • Enter a new transfer: In the Transactions screen, click New Transaction, and then click Transfer.
    • Edit an existing transfer: In the Transactions screen, click the transfer that you want to change.

  2. Enter or change the information.

    Note: The Date field defaults to the date you add the transfer.

  3. Click Upload Receipt if you want to attach a receipt to the transaction.
  4. Click Save & New to make another entry, or click Save & Close to close the screen.