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matt-m5installat
Level 1

How do I transfer the funds from my undeposited account into my bank?

 
2 Comments
Rasa-LilaM
QuickBooks Team

How do I transfer the funds from my undeposited account into my bank?

I’m glad to see you in the Community, matt-m5installat.


Moving funds from your undeposited account into your bank is simple and easy. You can either make a deposit or transfer it. I’m here to guide you through each one.


To enter a deposit:

 

  1. Tap the New menu in the upper left to select Bank Deposit under Other.
  2. Click the Account drop-down to select the correct bank.
  3. In the Select the payments included in this deposit section, tick the boxes for the transactions you’re going to deposit.
  4. Hit Save and close to keep the changes.
    I've included screenshots for visual reference.bdp.png

To transfer:

 

  1. Go to the New menu at the top and choose Transfer under Other.
  2. Press the Transfer Funds From drop-down to select Undeposited Funds.
  3. Then, pick the appropriate bank you want to move the money to.
  4. Fill in the remaining fields.
  5. Click Save and close.transfer.png

For more insights into each process, see the following guides.

 

Stay in touch if you have additional questions or other concerns. I’ll be right here to answer them for you. Wishing you and your business continued success.

Rasa-LilaM
QuickBooks Team

How do I transfer the funds from my undeposited account into my bank?

Hi there, matt-m5installat.


I’m here to check if the steps I shared helped you successfully transferred the funds to your bank? I want to make sure this is taken care of for you.


Don’t hesitate to leave a comment if you need further assistance with the process. I’m always ready to lend a helping hand.

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