Skip to main content

Transfer funds from one client to another

Adam Steiber avatar
Written by Adam Steiber
Updated over 6 years ago
  1. Go to finance

  2. Click on Adjustments 

  3. Click on quick transfer 

  4. Enter date 

  5. Transfer between: Owners

  6. Select the owner the funds will be leaving 

  7. Select the owner the funds will be entering  

  8. Select the amount 

  9. Select the tax code

  10. Enter the description 

  11. Click Add transfer

Did this answer your question?