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dafrzr
Level 1

Transfer of funds in Quickbooks to my connected bank account?

 
1 Comment 1
MaryAnn_E
QuickBooks Team

Transfer of funds in Quickbooks to my connected bank account?

 

Hi @dafrzr,

 

You can create a check and add the bank account connected in Category item to transfer the funds. Let me walk you through the steps.

 

Here’s how:

  1. Click the Plus icon.
  2. Choose Check under the Vendors column.
  3. Select a Payee on the drop-down menu.
  4. From the Bank account drop-down, choose the account where the money gets from.
  5. In the Category section, click the first line item and select the bank account connected.
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  6. Enter the amount and necessary information in the fields.
  7. When you’re done, choose Save and close.

Also, you can transfer a bank transaction between two companies in QuickBooks Online.  Refer on this link for detailed steps on how to do it: Transfer funds between companies.

 

If you have any other questions in QuickBooks, I’m always here to help.

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