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mtnacresloghomer
Level 1

How do i cancel this cash account and go back to the way it was?

How to I cancel the cash account??!!!
1 Comment 1
JoesemM
Moderator

How do i cancel this cash account and go back to the way it was?

I'll help you cancel your QuickBooks Cash account, @mtnacresloghomer.

 

You'll want to make sure you transfer all the balance from your QuickBooks Cash account. This way, you can proceed with canceling the account. Here's how to transfer money to your bank account:

 

  1. Go to the Cash Flow menu, then choose Transfer money in the QuickBooks Cash section.
  2. Click Transfer out
  3. In the From field, select your QuickBooks Cash account.
  4. In the To field, select the (+). Then select your connected bank account.
  5. Enter the amount you want to move out of your QuickBooks Cash account.
  6. Click Finalize transfer.

 

When the balance is now $0, you can call the number on the back of your QuickBooks Debit Card. An agent will be able to help settle any remaining questions and information for you. I've added this link for additional information: Learn more about QuickBooks Cash accounts and the Cash Flow menu.

 

If you don't have a card yet, you can contact our Merchant Support team. This way, one of our representatives can review your account securely and help cancel your QuickBooks Cash account.

 

Once done, you can now add your bank and credit card accounts to automatically download transactions. For more details, see this article: Connect bank and credit card accounts to QuickBooks Online.

 

Additionally, you can now start matching, categorizing, or adding those downloaded transactions. When you're ready, reconcile your account to ensures your account in QBO matches your bank statement. 

 

If you have any more questions about canceling your cash account or concerns with QuickBooks, please don't hesitate to comment below. I'm always here to help. Have a good one!

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