cancel
Showing results for 
Search instead for 
Did you mean: 
rstanfield
Level 1

Are there any plans to be able the schedule transfers in QB Checking?

I would like to schedule the transfer of funds from envelopes and QB checking on certain dates similar to other banks. This would be much more convenient than setting a calendar reminder on my phone and logging in on that day.

Solved
Best answer July 29, 2024

Best Answers
Jelayca V
QuickBooks Team

Are there any plans to be able the schedule transfers in QB Checking?

Thanks for bringing this up in the Community, @rstanfield. Let me share some information about how QuickBooks Checking handles transfers.

 

Currently, QuickBooks Checking does not offer the option to schedule future-dated transfers. Instead, our system supports Instant transfers, which allows eligible customers to send money via a linked debit card within 30 minutes. Consequently, you'll want to consider manually managing your transfers for now.

 

We recognize that the ability to set up automatic and scheduled transfers, akin to traditional banking services, would greatly enhance convenience, @rstanfield. We encourage you to share your suggestions with our Product Development team so they can consider adding this feature in future updates. To do that, here's how:

 

  1. Open your QuickBooks Online (QBO) account. Head over to the Gear icon.
  2. Select Feedback, then type in your valuable suggestions and recommendations.
  3. Hit Next to submit.
    sample.JPG

 

To track your feature requests, you can visit the QuickBooks Online Feature Requests website. 

For more information about frequently asked questions regarding transfers in QuickBooks Checking, please refer to this article:
Transfer funds instantly with QuickBooks Checking.

 

Additionally, I’d like to share this article to help you effectively manage your QuickBooks Checking account: Use your QuickBooks Checking account.

 

If you have further questions about managing transfers in QuickBooks Checking, please click the Reply button below. I, along with our supportive Community members, are here to assist you. Take care!

View solution in original post

1 Comment 1
Jelayca V
QuickBooks Team

Are there any plans to be able the schedule transfers in QB Checking?

Thanks for bringing this up in the Community, @rstanfield. Let me share some information about how QuickBooks Checking handles transfers.

 

Currently, QuickBooks Checking does not offer the option to schedule future-dated transfers. Instead, our system supports Instant transfers, which allows eligible customers to send money via a linked debit card within 30 minutes. Consequently, you'll want to consider manually managing your transfers for now.

 

We recognize that the ability to set up automatic and scheduled transfers, akin to traditional banking services, would greatly enhance convenience, @rstanfield. We encourage you to share your suggestions with our Product Development team so they can consider adding this feature in future updates. To do that, here's how:

 

  1. Open your QuickBooks Online (QBO) account. Head over to the Gear icon.
  2. Select Feedback, then type in your valuable suggestions and recommendations.
  3. Hit Next to submit.
    sample.JPG

 

To track your feature requests, you can visit the QuickBooks Online Feature Requests website. 

For more information about frequently asked questions regarding transfers in QuickBooks Checking, please refer to this article:
Transfer funds instantly with QuickBooks Checking.

 

Additionally, I’d like to share this article to help you effectively manage your QuickBooks Checking account: Use your QuickBooks Checking account.

 

If you have further questions about managing transfers in QuickBooks Checking, please click the Reply button below. I, along with our supportive Community members, are here to assist you. Take care!

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us