cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

I am using QuickBooks online simple start. A client has paid me. How do I transfer that to my bank account? I've already connected my bank to QuickBooks, by the way.

 
1 Comment
Highlighted
Moderator

I am using QuickBooks online simple start. A client has paid me. How do I transfer that to my bank account? I've already connected my bank to QuickBooks, by the way.

Thanks for posting in the Community, @julie79

 

You're on the right track in connecting your bank account in QuickBooks Online (QBO). I've got the steps to transfer your client's payment to your account. This can be done by entering a deposit. Please take note that this is for recording purposes in the program. I'll guide you how. 

  1. Go to the + New button from the left menu. 
  2. Click Bank deposit under Other
  3. Choose the bank account. 
  4. Verify the Date
  5. Select the client in the Received From column. 
  6. Choose the appropriate account. 
  7. Enter the amount. 
  8. Hit Save and close

 

The screenshot below shows you the last seven steps. For detailed instructions, go through this article: Make Deposits

MakeDeposit.PNG

 

Once done, you can run the Deposit Detail report. This lets you see all your deposits within a specific period, such as your newly created deposit. Just go to Reports from the left menu. Then, enter the report name in the Search box as seen in the screenshot below. 

DepositDetailReport.PNG

 

In case you want to deposit your client's payment directly to your bank account, I'd suggest signing up for a QuickBooks Payments account. Then, connect it to QBO. For more information, check out this article: Connect Your QuickBooks Payments Account to QBO. This link also provides you more details about adding payment options to your client's invoices and managing your transactions in the Merchant Service Center. 

 

I'll be right here to help if you need further assistance. Have a great rest of your day, @julie79

Need to get in touch?

Contact us