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October 28, 2020

How do I move money from the QB card to my bank account?

  • October 28, 2020
  • 1 reply
  • 0 views

I had a customer pay my first invoice in QB, QB then put it on the card they send, how do I move it to my bank account that I have attached to my QB account?

    1 reply

    MariaSoledadG
    QuickBooks Team
    October 28, 2020

    I'm here to help you transfer the funds from QuickBooks Cash to your bank account, JocelynErin.

     

    To transfer money to and from your QuickBooks Cash account, you can follow the steps below:

    1. Go to the Cash Flow menu.
    2. In the QuickBooks Cash section, select Transfer money.
    3. Select Transfer in. You won't transfer money yet, we just need to start the connection.
    4. Follow the onscreen instructions.
    5. Enter the bank's name and select a type in the Account Type field. Then select Next.
    6. Enter your info in the Account number and Routing number fields. Then select Next.
    7. When you're ready to connect, select Sounds good.

    Also, please know that QuickBooks Cash is only available in QuickBooks Online (QBO) US version. You can check this article for more information: Use Your QuickBooks Cash Account.

     

    For future reference, you can also manage your account in QBO. 

     

    Don't hesitate to keep in touch if you need anything else. I'll always make sure to help you.