Skip to main content

How To Auto-Transfer Cost Basis

R
Written by Richard Pasquin

In this tutorial, we will demonstrate how to enable the ability to auto-transfer cost basis for internal transfers.

  1. From the side panel, click on your entity's name and select Entity Settings.
    ​


    ​

  2. Click on Internal Transfers.
    ​


    ​

  3. Enable the Auto-mark internal transfers setting and click Save.
    ​

Did this answer your question?