Please click here to watch a short video.

In some cases, you will not be able to transfer a payment because of the limitations on the Token ID. For those, please take the following steps:

1. In the Ledger of Parent 2 (FROM where the payment needs to be transferred) enter a charge (Debit) transaction equal to the payment amount you want to transfer. In the Description enter something like 'Credit card payment transferred TO [Parent 1 Name].
2. In the Ledger of Parent 1 (TO where the payment needs to be transferred) enter a Cash Payment* equal to the amount to be transferred. In the Description enter something like 'Credit card payment transferred FROM [Parent 2 Name].

* Make sure you enter this transaction as a payment and not a Credit. Otherwise, the transferred amount will not be included in the Yearly Tax Statement of Parent 1.