Transfer and class in QuickBooks

Feb 24, 2021 Last reply: 2 years ago 2 Replies

I have three a few properties, each property has its own account. Let say Zelle payment for 300 arrives in account class as 200, what class should I put when I transfer the money to class 300?


In order to transfer the Zelle payment of $300 from one class to another in QuickBooks, it's important to first understand how you have set up your classes. It sounds like you have multiple properties, each with their own account, and that the payment of $300 was received in a class of 200. In order to transfer this payment to class 300, you will need to create a transfer transaction in QuickBooks. Here are the steps you should follow:

  1. Go to the "Lists" menu and select "Chart of Accounts."

  1. Locate the account that the payment was received in (class 200) and click on it to open the register.

  2. Click on the "New Transaction" button and select "Transfer."

  1. In the "Transfer From" field, select the account that the payment was received in (class 200).

  2. In the "Transfer To" field, select the account that you want to transfer the money to (class 300).

  1. Enter the amount of the transfer (0) and any additional information such as the date, memo, or reference number.

  2. Click on "Save & Close" to complete the transfer.

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