STEP 1

Go to the Money Section on the Main Navigation and click on Bank Transfers.

STEP 2

Here you will be able to search for all Bank Transfers between specific dates. If you just wish to create a new Bank Transfer just Click on the New Bank Transfer button.

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STEP 3

Enter the Amount, the Date and the Bank Account from which the funds are to come from and the Bank Account to which the funds are to be transferred. You can also choose to add a note for this Transfer.

Note that only Active Bank Accounts are shown in the list. You can manage your Bank Accounts under the Settings > Chart of Accounts section. Here you can create New Bank Accounts as well as make them Active or Inactive.

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