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March 25, 2022
Question

How do I move money from my envelope to my quickbooks checking account

  • March 25, 2022
  • 1 reply
  • 1 view
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1 reply

Moderator
March 25, 2022

It's great to see you here in the Community, @annas6543. I'll make sure you can transfer the money from your envelope to your QuickBooks checking account.

 

You'll need to sign in to QuickBooks first and go to the Cash flow menu to take it out. Also, please note that you can't withdraw it directly with your QuickBooks Debit Card.

 

Follow these steps to proceed:

 

  1. Go to the Business overview menu, then select Cash flow.
  2. Tap on QuickBooks Checking or simply click this link.
  3. In the Envelopes section, select the envelope you want to take money out of.
  4. Choose Get or send money and enter the amount you want to take out of your envelope.
  5. Ensure you select the correct envelope in the From field.
  6. Select your QuickBooks Checking account in the To field.
  7. Enter the amount you want to take out of your envelope and select Next.
  8. Select Continue to finish the process.

 

Now your money is back in your QuickBooks Checking account. You can use it to pay for your goal, move it to a connected account, or put it in another envelope.

 

For more information about this process, please refer to this article: Create envelopes to set your funds aside.

 

Additionally, feel free to check out this article to learn more about QuickBooks Cash accounts: Learn more about QuickBooks Cash accounts and the Cash Flow menu.

 

Let me know if this helps. If you have any other questions or concerns besides transferring money out of an envelope, don't hesitate to ask. I'm always here to lend a helping hand. Have a good one!