QB Issue Resolution:
Here’s where you are confused: “here’s an option to “transfer” an imported transaction from your bank feed, from one account to another, instead of “adding” it as an expense.”
In QB Online, they use the word “Expense” to = Check or Paperless Check Type transaction. They use the word Transfer to = Between Two Balance Sheet accounts and no provision for Splits.
In Desktop, you would stop using the word Expense for Transaction Type. That is the function or reason for the spending = expense or asset or liability as expenditure reason.
“I can not for the life of me figure out how to do this in Desktop Pro. The dropdown menu for “actions” only has Add, Match to Existing Transaction, or Ignore.”
All you need to do is assign the Credit Card for the “account” that is the Offset. This amount is already From the bank you downloaded it from, such as Business Checking. It paid the CC, so put CC in that empty Account field, and put the CC provider for Payee Name. It wasn’t paying for Supplies, but for CC debt balance.
“Where is the option to “transfer” this amount (a payment on a credit card from checking) to another account (the credit card account being paid off)?”
Then, when you get it from the CC download, that needs to “find the match” because you already have it entered from the perspective of Checking, which also hits CC for you.
Resolution for Issue 'Transferring IMPORTED transactions between accounts in PRO?' available: Yes (Solved).
Source: Intuit Community forum.
Transferring IMPORTED transactions between accounts in PRO?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Payment
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