A question I often get from clients is “How do I post a payment to my credit card in QuickBooks?” or “How do I post the money I transfer from my savings to my checking account?”  In this video I walk you through the steps to record a transfer from one balance sheet account to another.

I also show you how to set this up as a recurring transaction for any payments you make regularly.

If you have any questions, or would like a video on another topic, please be sure to contact me!