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August 17, 2022
Question

How can I transfer from quickbooks checking to my regular checking?

  • August 17, 2022
  • 7 replies
  • 262 views
MY deposits automatically deposited to quickbooks checking. I do not want it there. How do I transfer it

7 replies

Moderator
August 17, 2022

I'll share the steps on how to transfer money from QuickBooks Checking to your bank account, @destinharborhaul.

 

First off, let's link your bank account so you can move money from your QuickBooks Cash account. Here's how:

 

  1. Go to the Cash Flow menu, then select Transfer money in the QuickBooks Cash section.
  2. Click Transfer in. You won't transfer money yet, we just need to start the connection.
  3. Follow the onscreen instructions.
  4. Enter the bank's name and select a type in the Account Type field.
  5. Click Next.
  6. Enter your info in the Account number and Routing number fields. Then select Next.
  7. Hit Sounds good.

 

After that, QuickBooks will send two small deposits to the account within the next three (3) days. Then, you get the confirmation email and come back to QuickBooks to verify the transactions.

 

Once everything is set up, you can now transfer money from your QuickBooks Cash account to your bank account.

 

  1. Go to the Cash Flow menu, then choose Transfer money in the QuickBooks Cash section.
  2. Click Transfer out.
  3. In the From field, select your QuickBooks Cash account.
  4. In the To field, select the (+). Then select your connected bank account.
  5. Enter the amount you want to move out of your QuickBooks Cash account.
  6. Hit Finalize transfer.

 

Let me add this resource for additional info: Use your QuickBooks Cash account.

 

You might also want to check out this article to know more about the QuickBooks Cash accounts: Learn more about QuickBooks Cash accounts and the Cash Flow menu.

 

Please keep in touch if there's anything else I can do to help you transfer your funds. I've got your back. Have a great day!

Moderator
August 29, 2022

Hi @destinharborhaul,

Hope you’re doing great. I wanted to see how everything is going about the checking concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead! 

April 7, 2023

@ReymondO I am having this same issue, except I don't have the ability to transfer in my clients QuickBooks Checking. My client has $320 in her QBO checking and no way to access it or transfer to her bank account. Is it a matter of subscription level or a setting I am missing?