I have the steps you're looking for, dtbyachtsystems.
There are different ways on how you can record a transfer between two accounts. Here are the following:
To create a transfer, you can follow these steps:
Here's a sample screenshot for a visual guide:
For the other options, you can read this article: Transfer funds between accounts
I'm always around if you need more help with QuickBooks Online. Just leave a reply and I'll get back to you as soon as possible. Have a good day!
I have used the very steps you described and it's been over 7 days and the money has not shown up in my checking account. I can usually see if something is pending in my bank account and I checked today and still nothing. Is there a way to tell if it's still in process.
Hi there, @barry21.
I'll help you get QuickBooks Cash funds transferred to your checking account.
Make sure that you've connected your bank/checking as an external bank account to transfer money to and from your QuickBooks Cash account. Here's how:
Once done, 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.
After setting up everything, you can now transfer money from your QuickBooks Cash account to your bank/checking account.
For further reference, feel free to check this article: Get started with the Cash Flow menu.
You may need to put aside funds for upcoming expenses, you can use the cash envelopes for specific purposes or as general funds so you always have money when you need it.
If there's anything else I can assist you with QuickBooks Cash, place them below. I'm always here to lend you a hand. Have a lovely day!
Thanks much. I guess I thought I did this when I set-up the QBcash account but clearly missed this step.
I now have the account linked and just waiting for the test deposits to show up.
Appreciate your quick response.
Thanks for keeping us updated, barry21.
I'm here to share some information about how QuickBooks Cash account works.
After entering the bank information, we'll send a confirmation email and two small deposits to your account within the next 3 days. You may try searching the email in your spam folder. There are times that our notifications will be accidentally tag as spam by the email providers.
Although, you can also directly activate your account within QuickBooks Online since you've already received the two deposits. I'll show you how:
Now that you're all set up and ready, it's time transfer money in and out of your QuickBooks Cash account. Additionally, I recommend reading our FAQs page to learn the tips and tricks in using the Cash Flow feature.
You can always count on the Community if you need more help in managing your account. Assistance is just a post away.