Moving money from QuickBooks Cash Account to my client's external bank account

I'm here to help ensure you're able to move money from QuickBooks Cash to the client's external bank account ,kimberlyd45.

After turning on the Cash Flow Dashboard Widget, you need to refresh QuickBooks Online for changes to take effect.

Once done, go back to the Dashboard, then proceed to the Business overview tab. You will then see the Link a bank account to see your cash flow button. See the attached screenshot below for your visual guide.

After linking your QuickBooks Cash account, you'll then see the Cash Flow menu. That's where you can proceed to Step 2 on this article to connect the client's external account: Use your QuickBooks Cash account.

I've also added this article to get more details about the new feature: Learn more about QuickBooks Cash accounts and the Cash Flow menu.

Feel free to leave a comment below if you have follow-up questions. I'll be right here whenever you need additional information about setting up your QuickBooks Cash account, kimberlyd45.

Hi MaryLandT,

Thank you for your response. 

So far, I have been unsuccessful.

I have refreshed QuickBooks Online, as well as logged out and back in again. 

Yet on the dashboard page, there are no tabs showing at the top above the above cash flow, as there are in your visual example.

My client has QuickBooks Online Plus, which should support these functions, yes?

I appreciate any other advice.  My client is anxious to get his money into his bank account.

Thank you,

Kimberly D

Thanks for getting back to us, @kimberlyd45.

Yes, you're right. This is a supported function in QuickBooks Online (QBO) Plus version. To check if this is a browser-related issue (cache and cookies), try signing into your QBO using a private browser (incognito). There are times that the browser is already full of frequently accessed page resources, causing some unusual responses.

Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

Once logged in, go back to the Dashboard menu to double-check. If you're able to see the Cash Flow menu, you may now follow step number 2 outlined in this article: Use your QuickBooks Cash account.

Also, I suggest returning to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

Reach out to me in the comment section below if you have any other issues or concerns. I'm more than willing to help. Have a wonderful rest of the day!

Thanks for the response FritzF. 

Unfortunately the browser having cookies is not the issue.  I have other clients in my same QBO account for whom all the needed tabs are showing up just fine.

I did try going incognito, and it didn't help.

I think I need to talk with someone from QB on the phone.  What is the best number to call?

Thank you,

Kimberly D 

Hello there, kdavisvip.

I appreciate performing the steps shared by my peer and letting us know the result.

The issue you’re currently experiencing is already reported to our engineers. They’re all hands on deck working to get the Cash Flow menu working again.

I recommend you sign up to the notification list of affected users. This way, you can receive updates on the investigation. Contacting our QBO Care Team ensures your account information is added in a secure environment.

We have improved the way you can connect to our support team. You can get a callback or chat with an agent for real-time assistance.

Here’s how:

1. Click on the Help icon at the top to display the QB Assistant window.
2. Press the Talk to a human menu and type the issue/topic in the field box.
3. Follow the on-screen instructions to complete the process.
4. Select Messaging for real-time assistance or Callback.
5. Make sure to provide this number: INV-52412.

Let me also share these resources to help you in the future. These guides provide an overview of how to track and manage your cash flow.

• Track your cash flow in QuickBooks Online
• Get started with the Cash Flow menu

Feel free to visit the Community if you have any other questions or questions. I’m always ready to lend a helping hand. Wishing you and your business continued success.

Hi Rasa-LilaM,

Thank you for the reply.  How do I sign up to the notification list of affected users?

-Kimberly D

@kdavisvip,

Contact QBO support and request to be added to the notification list.