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Level 1

I want my money to go into my bank account not your cash envelope. How do I fix that?

 
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QuickBooks Team

I want my money to go into my bank account not your cash envelope. How do I fix that?

Hi there, @userinfo15.

 

Let me add some additional information on how you can put your money from your cash envelope into your bank account. 

 

Let's start by creating a cash envelope then transfer it to QuickBooks Cash. Here's how:

  1. Go to the Cash Flow, then select the envelopes section, and then Add envelope. 
  2. If you're creating an envelope for the first time, there are a few extra setup steps. Select an option to tell QuickBooks what you're saving for.
  3. If you don't have a specific goal in mind, select Rainy Day Fund or Something else. Then select Next.
  4. Give your envelope a name. Then select Next.
  5. Enter the amount you want to save. This is your goal. Then select Next.
  6. Enter a target date to meet your goal. Then select Next.
  7. Once done, click Finish.

After you create an envelope, you can select Transfer money to move your QuickBooks Cash to your new envelope. You can always move money later on, but money needs to be in your QuickBooks Cash account before you can put it in an envelope.

 

Now you can use your Quickbooks Cash to transfer the money to your external Bank. Check this article for the process: Use your QuickBooks Cash account.

 

Here are some common questions in using Quickbooks Cash account: QuickBooks Cash accounts and the Cash Flow menu.

 

I'm just around to help you further if you need clarification with QuickBooks Cash. Stay safe and have a good one.

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