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useramo
Level 1

How to transfer money from quickbooks cash to my bank account

 
1 Comment 1
DebSheenD
QuickBooks Team

How to transfer money from quickbooks cash to my bank account

Hi there, useramo.


Thanks for visiting the Community today. I've got the steps on how to transfer money from QuickBooks Cash to your bank.

First, you'll have to sign up for QuickBooks Payments. Then, link your bank account so you can transfer money from your QuickBooks Cash account.

 

Once done, you can now transfer the money. Here's how:
 

  1. Go to the Cash Flow menu on the left panel of the company.
  2. In the QuickBooks Cash section, select Transfer money.
  3. Click Transfer in or Transfer out.
  4. Pick your QuickBooks Cash account in the From field.
  5. In the To field, select the (+) and choose your connected bank account.
  6. Enter the amount you want to move out of your QuickBooks Cash account.
  7. Once done, choose Finalize transfer.

In addition, I've added this article to learn more about how the QuickBooks Cash account works: Use your QuickBooks Cash account.
 

You can bookmark these resources for future reference. These guides provide information on how to add envelopes, as well as answers to frequently asked questions:

 


Keep me posted if you have any clarifications or questions about money transfers. I’m always ready to help and make sure you’re taken care of. Enjoy your day.

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