You can initiate the transfer directly from QuickBooks Online if you have QuickBooks Checking, Brian.
First, link your external account to QBO. Here's how:
- Go to My apps, look for Lending, and then click QuickBooks Checking.
- Click Transfer, then choose Transfer money.
- Select Add a bank.
- Enter your bank name and select your account type, then provide the account number and routing number.
- Click Next.
After that, QuickBooks will send two small test deposits to your account within three business days for verification. As soon as you see them, use the following steps to verify the amounts:
- Go back to Lending & banking, then QuickBooks Checking.
- Select Verify bank. Please note that some banks don't require verification. Instead, you can just select Add to connect your bank.
- Type in the two amounts deposited by QuickBooks. The order doesn't matter. Then, select Confirm.
Once confirmed, you can use these steps to transfer the funds to your external bank account:
- Click Transfer once again, then choose Transfer money.
- Enter the amount you want to transfer.
- Click the dropdown beside From, then select your QuickBooks Checking account.
- Proceed to the dropdown beside To, then choose your connected bank account.
- Click Next, then select Finish transfer.
Check out these articles for more details about this feature:
If you're not using QuickBooks Checking, the funds will automatically be deposited into the external bank account you set up when you registered for QuickBooks Payments.
You can log in directly to that bank's website or app to initiate the transfer.
The Community is always here if you need anything else.