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ak95chris-gmail-
Level 1

We downloaded the QB money app but now it wants me to create another card. Will I have to wait for a new one if I do? I already have one on the QB online app.

We started a checking account with the QB online app and activated our new business debit card. But now when I go onto the money app its like it doesn't exist and wants me to create a new card. I don't want to do that but there is no way to access my checking account other than the online app, and I would prefer to use the money app.
Solved
Best answer April 22, 2022

Best Answers
MariaSoledadG
QuickBooks Team

We downloaded the QB money app but now it wants me to create another card. Will I have to wait for a new one if I do? I already have one on the QB online app.

Let me provide you with some information about the money app that you just downloaded, ak95chris-gmail-.

 

It looks like the QB money app you're using is a third-party application. Ideally, the QuickBooks Checking account is used to save money, it serves like envelopes so you can save funds proactively. This checking account is separate from online banking. You can connect an external bank account to your checking account so you can transfer money from your QuickBooks Checking account to a specific bank account. To do this, follow the steps below:

  1. Select Transfer money and then Move money between your account.
  2. Enter the amount to move from your QuickBooks Checking account.
  3. In the From field, select your QuickBooks Checking account.
  4. In the To field, select the (+). Then select your bank account.
  5. When you're ready, select Finalize transfer.

 

From your external bank account, you can now access your account through the QuickBooks Online app. To give you more information and detailed steps, you can check out these articles for your guide:

 

Furthermore, learn how to review and update bank transactions using your mobile device. I've added this article for your reference: Review and Update Bank Transactions in the QuickBooks Online App.

 

Reach out to us if there's anything else you need help with your checking account. We'll always be right here to help.

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1 Comment 1
MariaSoledadG
QuickBooks Team

We downloaded the QB money app but now it wants me to create another card. Will I have to wait for a new one if I do? I already have one on the QB online app.

Let me provide you with some information about the money app that you just downloaded, ak95chris-gmail-.

 

It looks like the QB money app you're using is a third-party application. Ideally, the QuickBooks Checking account is used to save money, it serves like envelopes so you can save funds proactively. This checking account is separate from online banking. You can connect an external bank account to your checking account so you can transfer money from your QuickBooks Checking account to a specific bank account. To do this, follow the steps below:

  1. Select Transfer money and then Move money between your account.
  2. Enter the amount to move from your QuickBooks Checking account.
  3. In the From field, select your QuickBooks Checking account.
  4. In the To field, select the (+). Then select your bank account.
  5. When you're ready, select Finalize transfer.

 

From your external bank account, you can now access your account through the QuickBooks Online app. To give you more information and detailed steps, you can check out these articles for your guide:

 

Furthermore, learn how to review and update bank transactions using your mobile device. I've added this article for your reference: Review and Update Bank Transactions in the QuickBooks Online App.

 

Reach out to us if there's anything else you need help with your checking account. We'll always be right here to help.

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