How do I link interfund transfer accounts?
Go to Transactions > Chart Of Accounts
Filter accounts to show only the 397s
- Click Filter
- Select BAS under Account Range and enter 397 - 397
- Click Apply
Find the account that needs to be linked
Find the appropriate offset account
The expense account will now show in the Offset cell
- Verify that the Offset account is correct
Is the offset account correct
- Click Save
- Click Close
If the wrong offset account has been selected...
- Click the blue button to clear the offset
- Double-click in the offset cell and select the correct account
Do you need to link more interfund accounts?
Go back to the beginning
Congratulations, you are done!