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Transfer funds from one client to another
Transfer funds from one client to another
Adam Steiber avatar
Written by Adam Steiber
Updated over a week 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

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