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February 9, 2024
Question

Good evening, I have linked my bank but still can't find a quickbook checking account to register. So how can I send money from my bank to QuickBooks ?

  • February 9, 2024
  • 1 reply
  • 8 views
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1 reply

Moderator
February 9, 2024

Thanks for sharing your concern on the QuickBooks Community page, Amelia.

 

I'm happy to provide you with the instructions on how to move your funds from your bank to QuickBooks Checking.

After getting a QuickBooks Checking account, the system won't automatically generate a register for it, which is why you can't see it in the register. However, you can access your QuickBooks Checking account and transfer your funds by going to the Banking services section.


Here's how:

 

  1. Go to Banking services and click QuickBooks Checking.
  2. Select Transfer, then select Transfer money.
  3. Enter the amount you want to transfer.
  4. In the From ▼ drop-down list, choose your connected bank account.
  5. In the To ▼ drop-down menu, select your QuickBooks Checking account.
  6. Click Next.
  7. Select Finish transfer.

 

For additional reference about managing your QuickBooks Checking account, you can check this article: Use your QuickBooks Checking account.

 

Please feel free to reach out if you have any additional questions about transferring money from your bank to QuickBooks Checking. I'm here to provide clarification or guide you through the process.