A transfer transaction records the movement of funds between two of your bank accounts (e.g., transferring money from an operating account to a savings account). Adding transfers directly from the Bank Sync page lets you match imported bank activity to the correct accounts without navigating away.
This guide walks you through adding transfer transactions from the Bank Sync page.
Steps to Add a Transfer Transaction
1. Log in to your Inn-Flow account. Go to Accounting > Bank Sync.
2. Find the bank transaction you want to create a transfer for and click the Add button associated with that transaction.
3. From the dropdown menu, choose Transfer.
4. A transfer slideout will appear. Fill out the transfer details:
5. Transfer Date – defaults to the date of the bank transaction. Verify it is correct.
6. Amount – reflects the bank transaction amount.
7. Account Matching – For deposits, the TO side Account field will automatically match the account on the Bank Sync page. For withdrawals, the FROM side Account field will automatically match.
8. Ensure the amount in the FROM section matches the bank transaction amount.
9. The Type field will be set to Manual ACH and is grayed out.
10. Review all details and click Save to complete the transfer.