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BarryChristian
Level 1

QB Cash Transfers

I have a new QuickBooks Cash account.  My CC and ACH are now deposited in that account.  I added my Regular bank account to transfer funds.  I got the small credits in my bank and activated the account.  The same Day it showed up I tried to transfer funds.  It goes through the process - sends a text with the code - I enter the valid code and then it says   Hmm something was wrong ....  I need to transfer funds for payroll and since it may take 5-7 days need to do it now.  After activation does it take more time before using or is there something else I need to look at. 

3 Comments 3
katherinejoyceO
QuickBooks Team

QB Cash Transfers

Welcome to the Community, @BarryChristian. Thanks for using QuickBooks Cash. 

 

Once your QuickBooks Cash is already activated, you can use it immediately. However, there are times that some pages may be affected by old cache files that slow down and affect QuickBooks functionalities.

 

To confirm, let's use an incognito or a private window. Then, clear its cache to resolve a browser-related problem. 

 

Here's how to open it:

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+
  • Safari: Command+Shift+N

 

Once logged in, go back and try to make a transfer again. If it works, follow the steps to clear the browser cache. Otherwise, use a supported, up-to-date browser.

 

For future reference, here's our helpful resource that can help you learn and answer most of your concerns about the Cash Flow menu.

 

Feel free to message again if you need further help. I'm eager to be your QuickBooks guide. Take care. 

BarryChristian
Level 1

QB Cash Transfers

Thanks I use the QB App and logged in On-Line neither worked.  I also tried your suggestion - Same answer which is   Hmmm, that didn't work

Check your bank info or balance and try transferring again

of course my balance was fine and I even tried small amounts like $100 when the balance was over $15K. 

 

This comes in the form of a pop up window after it sends a text with the code. 

 

 

MichelleBh
Moderator

QB Cash Transfers

Thanks for the quick reply, @BarryChristian.

 

I appreciate you for following the steps outlined above to isolate the problem and for providing the complete error message.

 

Since the issue persists, I'd advise you to communicate with our Quickbooks Experts. They have ultra-modern tools to check the main cause why you're getting the error Hmmm, that didn't work. Check your bank info or balance and try transferring again. Once they are done investigating your account they can present you with other troubleshooting steps or resolutions. 

 

 

Here's how: 

 

  1. Go to the Help menu, then click Contact Us. 
  2. Type your concern in the box and hit Let's talk
  3. Choose to Get a Call or Start a chat to get an expert.
  4. Complete the needed information and submit the request. 

 

Please call them within business hours to ensure we cater to your concern immediately.

 

I'd also encourage you to check out these articles below about reports that you'd need to check to manage your cash flow. 

 

 

Please let me know if you have further questions or how the call goes. I'm always here, ready to help. Keep safe. 

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