Use the following flowchart and questions to determine which transaction type you should use.

  st=>start: Does the transaction go through a bank?|past:>
  e=>end: End|future:>http://www.google.com
  op1=>operation: My Operation|past
  op2=>operation: Stuff|current
  sub1=>subroutine: My Subroutine|invalid
  cond=>condition: Yes
  or No?|approved:>http://www.google.com
  c2=>condition: Good idea|rejected
  io=>inputoutput: catch something...|future
  st->op1(right)->cond
  cond(yes, right)->c2
  cond(no)->sub1(left)->op1
  c2(yes)->io->e
  c2(no)->op2->e

Transaction Type Flowchart

Are you withdrawing money from a bank account or receiving money into a bank account?

• To receive money into a bank account, use a Receipt.
• To remove money from a bank account, use a Disbursement. To print a check, use a Disbursement.
• To transfer money from one bank account to another, user a Bank Transfer.

• Create a disbursement (debit) or a receipt (credit) using either the Account or Scan method.
• To Create a bank-related transaction without referencing an invoice, create a transaction using the G/L# entry method.

To directly debit and credit two G/L numbers, use a General Jr Entry.