Transferring Money Between Accounts

Estimated reading: 1 minute

You can transfer money between business accounts with different currencies.

Transferring Money Between Accounts:

  • Go to Banking on the Navigation Menu
  • Select Transfers from the dropdown options.
  • On the Transfer page, click New Transfer.
  • Enter the required details.
  • Then, Save.

Managing Transfers

  • On the Transfers page, how on a T to reveal Show, Edit, Duplicate, and Delete options.
  • Check a listed Transfer checkbox for additional options at the top of the Transfers listing.
  • You can Delete or Export Transfer.

Editing Transfer Details

From the Transfer page:

  • Click on a Transfer to access the Transfer details page.
  • From the details page, click Edit.
  • Update the Transfer details.
  • Then, Save.

You can print, download or choose a template for Transfers by clicking the three dots at the top right and selecting from the options.

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Transferring Money Between Accounts

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