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allison22
Level 1

How do I make a bank transfer?

If I record it in QBO how do I make the transfer happen at the bank level?
3 Comments 3
SteveChase
Community Champion

How do I make a bank transfer?

You would have to create the bank transfer at the bank level. Then when it clears you would match/confirm it to your bank transfer that you created in QBO.
allison22
Level 1

How do I make a bank transfer?

So there is no way to do it in QBO and make it happen at the bank through QBO?

SteveChase
Community Champion

How do I make a bank transfer?

There is a new feature called Melio payments which allows bill payments. In order to do this you have to set up an account that links your bank account and the payees mailing address (for check payments) or Account & Routing numbers for ACH payments. If you want to pay bills inside of QBO then this would be a great feature. Check out bill pay with Melio. https://quickbooks.intuit.com/app/apps/appdetails/melio/en-us/

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