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Level 1

Transfer money from quickbooks to bank account

1 Comment 1

Transfer money from quickbooks to bank account

Hi there, @staylor1,


If you're referring to sending funds from QuickBooks to an outside bank, this is currently not an option in our program.


QuickBooks doesn't hold funds like any financial institution does. We only collate the entries from the downloaded bank data and the transactions entered in the program to get the balance to sync. 


If you need to record a transfer, do it through your bank, then create an entry in QBO by following the steps below:


  1. Tap the + New icon and select Transfer.
  2. Choose the account where the funds are extracted from in the Transfer Funds From drop down.
  3. Pick the receiving account in the Transfer Funds To field.
  4. Add the Transfer Amount and the Date.
  5. Press Save and close or Save and new when done.

Here's an article to help you manage transfers in QBO: Transfer funds between accounts.


Also, if you want to learn more about the processes in our program, check out these resource links:


QBO Getting Started Guide.

QBO Tutorials.


Let me know if there's anything else I can do to help you. I'm always here to provide further help. Have a wonderful day!


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