Go to the Cash Flow menu and then select QuickBooks Checking.
Select Transfer.
Choose to transfer money between your accounts. You're not going to transfer money yet. You just need to start the connection.
Tap Add a bank.
Enter your bank's name and select your Account Type.
Enter your account number and routing number.
When you're ready to connect, press Next.
QuickBooks will send two small deposits to the account within the next three (3) days. Once you get the confirmation email, just come back to QuickBooks to verify the transactions. After setting up everything, we can now transfer money from your QuickBooks Cash account to your bank account. Let me show you how:
Select Transfer money and then Move money between your account.
Enter the amount to move from your QuickBooks Checkingaccount.
In the From field, select your QuickBooks Checking account.
In the To field, select the (+). Then select your bank account.
Drop a comment below if you have follow-up questions or concerns about categorizing your QuickBooks Checking account. I'm more than happy to assist you. Take care and have a wonderful day ahead.
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