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Join nowHi joses08,
We cannot transfer the In QuickBooks balance to the Bank Balance because they both come from two different sources. The first comes from your QuickBooks transactions while the second comes directly from your bank feeds.
Most of the time, the two balances will not match because there may be transactions that you have recorded in QuickBooks but are not cleared in your bank, such as checks. Or, there may be bank transactions that have not yet been recorded in QuickBooks.
Also, bank feeds only happen occasionally. It is usually updated every 10 PM PT, depending on the bank. Therefore, the bank balance you see may not be the actual bank balance at that moment. However, you can always click the Update button on the Banking page to get the latest feed from your financial institution.
If you want to find references about banking, just go to the main support page, select the QuickBooks Online product and go to the Banking tile.
If you have other questions in mind, feel free to go back to this thread.
Not sure if you knew what I meant, but I was talking about putting the quickbooks balance, that I’ve made by charging customers into my personal checking.
Thanks for your prompt reply, joses08.
If you're trying to transfer funds between accounts, you can use the Transfer feature by following these steps:
Here's a sample screenshot for a visual reference:
You can also read this guide on how to create a transfer using a check: Transfer funds between accounts.
On the other hand, if you're trying to pay for personal expenses from a business credit card or bank account, check out the steps in this article: Mixing business and personal funds.
Please, feel free to leave a reply below if you have any follow-up questions or other concerns. Stay safe!
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