How to Enter a Transfer Transaction Between Accounts Using QEM or Quicken for Mac

  1. Open the register where you wish to record the transfer.
  2. Click the gear icon (Quicken Essentials) or the Columns button (Quicken for Mac), and check Transfer.
  3. When entering the transaction, Enter the Payee, the Category, and in the transfer column, select the account you want to transfer to/from. Then enter the amount.
  4. Save the transaction.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.