Big Problem with inbound external transfers not going to their respective envelopes

I can't imagine the hurdle you've been through transferring money to your envelopes, eolmeda. Please know that your experience with the product is vital to us, and we take serious action towards your feedback on our services.

The support you spoke with was correct about putting money in an envelope. The process would be like this, from your QuickBooks Checking account, you can instantly add money to your envelope.

Moreover, if you're moving money to your envelope from an outside account, you're correct that this can be done directly to your envelopes. Nonetheless, they are moved via an ACH that would take up to 3 to 5 business days. Also, the money will be added first to your QuickBooks checking account and then automatically added to your envelope. This explains why the amount on your checking account is increasing and transactions were marked as pending as the amounts are still in the process of moving to your envelopes.

Furthermore, learn more about moving money in an envelope by referring to Put money in an envelope section in this article: Create envelopes to set your funds aside with QuickBooks Checking.

Feel free to get back to this thread if you need further assistance or clarification with your QuickBooks checking transactions. The Community is 24/7 available to help you. Take care!

Thanks for the response, however, that is not what is happening.   All my external transfers starting from March 13th have not been deposited into my envelopes.  That is way past the 3-5 day time limit.  which is why the amount in my checking account is increasing.  I don't keep a lot of money in the checking account.  Its always going to an envelope.  According to customer service, they said the transfers will go to the checking account and I will have to manually transfer to the envelopes.  I tried to explain to them that it did not work like that before and It was going into the envelopes but that did not help.  I have spent the last 2 hours manually transferring funds from the checking account to the desired envelopes.

you are saying that I should be able to transfer from an external account into an envelope.  Its not working.  Can someone from technical support reach out to me so this can be fixed?

I acknowledge the importance of being able to transfer funds to the envelope automatically, Eolmeda.

In checking any possible issues with transferring the funds, I recommend contacting our Payment Support Team to look into this issue, as they have tools to pull up your account and will give you a fix in a secure environment.

Here's how:

1. Sign in to your QuickBooks Online Account
2. Select Help at the top right.
3. Type Contact Us.
4. Enter your concern, then select Let's Talk.

Please note that our support hours are available Monday-Friday, 6 AM to 6 PM PT.

Moreover, consider checking these articles to guide you in further managing your funds in QuickBooks Checking.

• Set up and use Smart Sales Tax Envelope
• Transfer funds instantly with QuickBooks Checking

We aim to have an answer to your concerns. That's why we are routing you to our best support to fix the issue promptly. We're always here for you if you have other transfer funds concerns. Take care.