Good thing you posted here in the Community, @allinoneprinting. I can share some details about making transfers in QuickBooks Online (QBO).
Are you referring to transferring funds out from your QuickBooks Checking account to your bank account? If so, then let's make sure to link your bank account first so you can transfer money from your QuickBooks Checking account.
Here's how:
- Go to the Banking services, then select QuickBooks Checking.
- Select Transfer and then select to transfer money between your accounts. You're not going to transfer money yet. You just need to start the connection.
- Select Add a bank.
- Enter your bank's name and select your Account Type.
- Enter your account number and routing number.
- When you're ready to connect, select Next.
QuickBooks will send two small deposits to the account within the next three 3 days. Then, you get the confirmation email and come back to QuickBooks to verify the transactions.
Once everything is all set, you can now take money out of your QuickBooks Checking account. Here's how.
- Select Transfer money and then Move money between your account.
- Enter the amount to move from your QuickBooks Checking account.
- In the From field, select your QuickBooks Checking account.
- In the To field, select the (+). Then select your bank account.
- When you're ready, select Finalize transfer.
To learn more about the process, see this link: Use your QuickBooks Checking account.
Moreover, if you want to transfer funds from one bank to another, go to the +New icon, then click on Transfer. You may also utilize this article for additional reference: Transfer funds between accounts.
Let me know in the comment below if you require additional assistance when making transfers in QBO. I'll be around to help. Have a good one!
