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salyardsconstruc
Level 2

Why won't my connected bank account show up to transfer money to? I'm showing QB has money and I'd like to get it over to my account. Thanks

Not sure if there's something separate I need to do to allow it to transfer, but my account is connected already.
9 Comments 9
ChristieAnn
QuickBooks Team

Why won't my connected bank account show up to transfer money to? I'm showing QB has money and I'd like to get it over to my account. Thanks

Hi there, salyardsconstruc.

 

Once the account is connected to QuickBooks, it should show up on the list when transferring money.

 

Since you've confirmed that the account you want the money to transfer to is already connected, I suggest logging into your QuickBooks account through a private browser. This will help us determine if the problem is related to the browser's settings. And, private browsing doesn't store local files or cache.

 

Use these keyboard shortcuts based on the browser you're using.

 

  • For Firefox, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, hold down Command + Shift + N.

 

If it works using the private browser, go back to your main browser and perform clear cache to remove temporary internet files on your computer. For your reference, you may check out this article: Clear cache and cookies to fix issues when using QuickBooks Online. If not, use another supported browser as an alternative.

 

Please check this article to see different ways on how you can create a transfer between two accounts: Transfer funds between accounts.

 

Keep me posted if you have any other concerns or questions. Have a great rest of the day.

salyardsconstruc
Level 2

Why won't my connected bank account show up to transfer money to? I'm showing QB has money and I'd like to get it over to my account. Thanks

Thank you for you're help, but that did not help going through the private browser.  I have attached  pic showing my bank account attached to the account and another showing the account Quickbooks is holding (If I'm understanding correctly).  But on the "transfer to" list it won't show my attached account.

salyardsconstruc
Level 2

Why won't my connected bank account show up to transfer money to? I'm showing QB has money and I'd like to get it over to my account. Thanks

Here is the other screen shot....

RCV
QuickBooks Team
QuickBooks Team

Why won't my connected bank account show up to transfer money to? I'm showing QB has money and I'd like to get it over to my account. Thanks

I know how frustrating it is going through multiple troubleshooting steps and not having any of them work, salyardsconstruc.

 

I appreciate you for performing the recommended solutions from my colleague and provided us a screenshot. Browser related concerns usually require troubleshooting steps that need to be performed more than one attempt.

 

The connected bank account should show up on the list when transferring funds.

 

Since the problem persists, it would be best to contact our Customer Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue.

 

Here's how to reach them:

 

  1. Go to the Help icon on the top right. 
  2. Enter your concern in the search field.
  3. Choose Talk to a human.
  4. Click the OK. To get you to the right human, in a few words, tell me what you need help with option and tap I still need a human
  5. Press Contact us.
  6. Tick Continue
  7. Choose Message an agent or Get a callback.

 

I've got a link here that provides you with articles about managing your bank transactions: Find help with bank feeds and reconciling accounts.

 

Assistance is just one post away if you need a hand with reconciling your bank accounts or any QBO related. I'm always here to help. Take care always. 

Find us at home
Level 1

Why won't my connected bank account show up to transfer money to? I'm showing QB has money and I'd like to get it over to my account. Thanks

I’m having the same problem. I literally just spoke with an agent and all they could say was try chrome in incognito mode. Which did nothing. They had absolutely not other options for me and I ended the call with no solution at all and still no ability to transfer between my already linked accounts 

ReymondO
QuickBooks Team

Why won't my connected bank account show up to transfer money to? I'm showing QB has money and I'd like to get it over to my account. Thanks

Thanks for joining the thread, @Find us at home.

 

Can you share with me the bank you're using in QuickBooks Online when transferring transactions? That way, I could check for ongoing investigations that might relate to your banking concerns. Any further info would be much appreciated. 

 

Since you've already performed the basic troubleshooting steps, I'd suggest getting in touch again with our customer support. That way, they can further dig into the problem and provide you with other help in transferring your transactions. 

 

Simply follow the steps that were outlined by my colleague RCV above to connect with them. 

 

For more insights about the transfer process, check out the following article. It contains detailed instructions on how to move funds from one account to another: Transfer funds between accounts.


Keep me posted if you have any other concerns or questions. I’ll jump right back in to answer them for you. Have a great rest of the day.

CVHTllc
Level 1

Why won't my connected bank account show up to transfer money to? I'm showing QB has money and I'd like to get it over to my account. Thanks

IT WORKED!    I was getting nervous because my connected bank account would not show up to transfer money to.  I logged into QBO on edge in an in-private browser and my account showed in the transfer to this time.  It wasn't showing in my chrome login.

CVHTllc
Level 1

Why won't my connected bank account show up to transfer money to? I'm showing QB has money and I'd like to get it over to my account. Thanks

IT WORKED

Jen_D
Moderator

Why won't my connected bank account show up to transfer money to? I'm showing QB has money and I'd like to get it over to my account. Thanks

Thanks for coming back to us and updating us about the banking problem you experienced a while back, @CVHTllc.

 

We're delighted here in the community to know that your issue is finally resolved. In behalf of my colleagues who shared their solutions in this thread, we would like to thank you for your time and trust.

 

Rest assured, we're always here to help you with any future concerns you might have in the program. 

 

Have a nice day!

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