Hello there, smartcleaning271.
I can share information on transferring money from an external bank account.
You can leverage the QuickBooks Checking feature to completely streamline the process of transferring money from your external BofA account into your QuickBooks business finances.
Before you start, you need a QuickBooks Payments account. If you don't have one, don't worry – the QuickBooks Checking application process will guide you through applying for QuickBooks Payments.
Once you're ready, let's start by connecting your bank account to QuickBooks Checking. You can follow these steps:
- Go to Lending & banking, then select QuickBooks Checking
- Choose Transfer and then select Transfer money.
- Select Add a bank and enter your bank name and select your account type.
- Enter your account number and routing number.
- When you're ready to connect, select Next.
- Go to Lending & banking, then QuickBooks Checking
- Click Verify bank.
- Enter the two amounts deposited by QuickBooks. The order doesn't matter. Select Confirm.
Once your bank account is connected, here's how you can transfer money into your QuickBooks Checking account:
- Go to Lending & Banking, then select QuickBooks Checking.
- Select Transfer then select Transfer money.
- Enter the amount you want to transfer.
- In the From ▼ dropdown, select your connected bank account.
- In the To ▼ dropdown, select your QuickBooks Checking account.
- Choose Next.
- Click Finish transfer.
Furthermore, I'm adding this article about using QuickBooks Checking: Use your QuickBooks Checking account.
You might also want to check out this article to know more about the QuickBooks Cash accounts: Learn more about QuickBooks Cash accounts and the Cash Flow menu.
Please keep in touch if there's anything else I can do to help you transfer your funds. I've got your back. Have a great day!
