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aki2
Level 1

How can I show the mobile deposit menu on QuickBooks iOS app?

I would like to deposit a physical check into my Quickbooks Cash bank account, but the app does not show the menu.
Solved
Best answer January 14, 2022

Best Answers
RCV
QuickBooks Team
QuickBooks Team

How can I show the mobile deposit menu on QuickBooks iOS app?

Let me help you with this one, aki2. 

 

We'll need to perform this task using a web browser. Then, the only way to put the money into your QuickBooks Cash account is by depositing them to your bank. Once done, we can transfer it to your Cash account. You may need to set up an account you already linked for online banking a second time for QuickBooks Cash. Here's how:

  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.

 

QuickBooks will send two small deposits to the account within the next 3 days. After you get the confirmation email, come back to QuickBooks to verify the transactions.

  1. Select the verify link in the email. Or sign in to QuickBooks Online, go to the Cash Flow menu, and select Verify bankNote: Some banks don't require verification. Instead, you can just select Add to connect your bank.
  2. Enter the two deposit amounts sent from QuickBooks. The order doesn't matter.
  3. When you're ready, select Confirm.

 

Then, follow the steps below to transfer your money into your Cash account. 

  1. Go to the Cash Flow menu.
  2. In the QuickBooks Cash section, select Transfer money.
  3. Select Transfer in.
  4. In the From field, select (+). Then select your connected bank account.
  5. In the To field, select your QuickBooks Cash account.
  6. Enter the amount you want to transfer.
  7. When you're ready, select Finalize transfer.

 

Here's an article you can refer to for more details about using 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.

 

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. 

View solution in original post

3 Comments 3
RCV
QuickBooks Team
QuickBooks Team

How can I show the mobile deposit menu on QuickBooks iOS app?

Let me help you with this one, aki2. 

 

We'll need to perform this task using a web browser. Then, the only way to put the money into your QuickBooks Cash account is by depositing them to your bank. Once done, we can transfer it to your Cash account. You may need to set up an account you already linked for online banking a second time for QuickBooks Cash. Here's how:

  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.

 

QuickBooks will send two small deposits to the account within the next 3 days. After you get the confirmation email, come back to QuickBooks to verify the transactions.

  1. Select the verify link in the email. Or sign in to QuickBooks Online, go to the Cash Flow menu, and select Verify bankNote: Some banks don't require verification. Instead, you can just select Add to connect your bank.
  2. Enter the two deposit amounts sent from QuickBooks. The order doesn't matter.
  3. When you're ready, select Confirm.

 

Then, follow the steps below to transfer your money into your Cash account. 

  1. Go to the Cash Flow menu.
  2. In the QuickBooks Cash section, select Transfer money.
  3. Select Transfer in.
  4. In the From field, select (+). Then select your connected bank account.
  5. In the To field, select your QuickBooks Cash account.
  6. Enter the amount you want to transfer.
  7. When you're ready, select Finalize transfer.

 

Here's an article you can refer to for more details about using 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.

 

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. 

DP77
Level 4

How can I show the mobile deposit menu on QuickBooks iOS app?

Do you get paid by the response?  This has NOTHING to do with what was asked.   The OP asked about depositing a physical check and you give him instructions on transferring money.  I am blown away by the number of responses from QB employees that are just wrong.  QB Support is 1 big joke.

HARMONYECOLANDSCAPING
Level 1

How can I show the mobile deposit menu on QuickBooks iOS app?

THIS IS SO FRUSTRATING. SOMETIMES THE DEPOSIT A CHECK LINK IS AVAILABLE ON THE APP, SOMETIMES IT DISAPPEARS. IT USED TO SHOW UP AS A QUICKLINK AND NOW ITS GONE AND THERE IS NO OTHER WAY TO DEPOSIT THE CHECK QUICKLY. I WILL LIKELY CANCEL MY QUICKBOOKS CHECKING ACCOUNT IF THIS CONTINUES TO BE AN ISSUE. 

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