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When you move money from one account to another, you'll need to record the transaction as a transfer

If you need to create a new transfer, here’s what to do:

Step 1. Go to Transfer menu under the Accounting module -> click on the Add button
Step 2. In the Convert popup, fill in the following details:

1. Transfer funds from: select the bank account that the money is coming from.
2. Transfer funds to: Select the bank account that the money is coming from.
3. Date: Enter the date of the transfer.
4. Transfer Amount : enter the amount being transferred.
5. Description (optional): Enter any description for the transfer.
Step 3. Click on the Save button.

If you need to edit a transfer, here’s what to do:

Step 1. Go to Transfer menu under the Accounting module. Find and select the transfer you need to edit.
Step 2. Click on the Edit
Step 3. Make the necessary changes and click on the Save button.

If you need to delete a transfer, here’s what to do:

Step 1. Go to Transfer menu under the Accounting module. Find and select the transfer you need to delete.
Step 2. Hover over the transfer and click Delete
Step 3. Confirm your selection in the following pop-up. The transfer will be deleted.

Step 1. Select some transfer you need to delete. -> click on the Manipulation-> select the Mass delete -> click on the Confirm button
Step 2. Confirm your selection in the following pop-up. That transfer will be deleted.