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btetrault
Level 2

How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

Just seems odd that the QB check ordering system doesn't recognize it's own banking system? I understand it's greendot but now I have to go search for their actual name and address just to add to the checks? Seems not streamlined at all.
Solved
Best answer December 03, 2020

Best Answers
MaryLurleenM
Moderator

How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

You're right, btetrault.

 

You're unable to create payroll and pay bills using the QuickBooks Cash. As you may have observed, you'll need to use an actual bank account to transfer funds to this account. You'll want to move the money first to a checking or savings account before transferring it to QuickBooks Cash.

 

The same goes for printing checks. You'll want to transfer the funds to an external or a different bank account. Then, use that when printing the checks.

 

Check out these articles to learn more about QuickBooks Cash:

Let me know if you have other questions.

View solution in original post

11 Comments
Kiala_S
QuickBooks Team

How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

Hello @btetrault! Hope your morning is going well so far. I'm happy to shed some light on our QuickBooks Cash option.

 

There are two ways to access your money in that account. You can transfer money from QuickBooks Cash to another banking account or use your QuickBooks Debit Card. If you want to transfer money, here are the steps:

  1. Go to the Cash Flow menu.
  2. In the QuickBooks Cash section, select Transfer money.
  3. Select Transfer out.
  4. In the From field, select your QuickBooks Cash account.
  5. In the To field, select the (+). Then select your connected bank account.
  6. Enter the amount you want to move out of your QuickBooks Cash account.
  7. When you're ready, select Finalize transfer.

You can also access the account and routing number from the same menu.

  1. Go to the Cash flow menu.
  2. In the QuickBooks Cash section at the top, select Manage Account.
  3. Select Account info to view your account number or routing number.

This article includes what I've discussed and also other information about QuickBooks Cash: Use your QuickBooks Cash account.

 

Any other questions you have, please feel free to reply to this post. :)

btetrault
Level 2

How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

Thanks,

 

So to be clear: I cannot write checks directly from the QuickBooks cash account? Say, to pay bills or for payroll, etc?

btetrault
Level 2

How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

Thanks,

 

So to be clear: I cannot write checks directly from the QuickBooks cash account? Say, to pay bills or for payroll, etc?

MaryLurleenM
Moderator

How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

You're right, btetrault.

 

You're unable to create payroll and pay bills using the QuickBooks Cash. As you may have observed, you'll need to use an actual bank account to transfer funds to this account. You'll want to move the money first to a checking or savings account before transferring it to QuickBooks Cash.

 

The same goes for printing checks. You'll want to transfer the funds to an external or a different bank account. Then, use that when printing the checks.

 

Check out these articles to learn more about QuickBooks Cash:

Let me know if you have other questions.

View solution in original post

btetrault
Level 2

How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

Thanks, for the record that's a total bummer as I was hoping it would/could be a replacement for in-person banks as we have little need for in-person banks but now we'll need to keep it for the rare occasions we'll use it.

drshayselden
Level 1

How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

I was having this same issue, but was actually just needing a voided check to have an ACH transfer approved. Is there a way to get a bank letter with the account information on it when needed?

Nick_M
QuickBooks Team

How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

Hey there, drshayselden. 

 

I'm more than happy to help you out today. While QuickBooks cash doesn't exactly have the ability to print off a bank letter with you account number on it, I do have a work around that will work just as well for you. You can make monthly statements that have that same required info on them. To do so, follow these steps:

 

See your QuickBooks Cash monthly statements

  1. Go to the Cash Flow menu.
  2. In the QuickBooks Cash section, select Manage Account.
  3. Select Account info and then Monthly Statements.

Get your account or routing number, or pin number

  1. Go to the Cash flow menu.
  2. In the QuickBooks Cash section at the top, select Manage Account.
  3. Select Account info to view your account number or routing number.
  4. Select Replace card or Reset Pin to get help with your debit card.

For additional information on managing your QuickBooks Cash account and much more, you can check out the following article for help. 

Thank you for dropping by the Community and if you have any other questions, feel free to post here anytime.

drshayselden
Level 1

How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

Hello again - I had considered using one of the monthly statements, but they only have the account number, not the routing number as well. And then I considered taking a screenshot of the account info, but when I look at the account info with account and routing number, it doesn't display my name or address or other identifying information. I need a way to have my name, business address, account number, and routing number all on one document, like a bank letter or a voided check would provide.

Nick_M
QuickBooks Team

How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

Hi drshayselden. 

 

Thank you for clarifying, what you'll want to do is reach out to our support team. You can find their direct number on the back of your QuickBooks Cash card. If you have any issues, you can also reach out to our QuickBooks Payments team. You can find the steps to reach them in this link below:

Please, don't hesitate to post here again if you need further clarification or have any other questions. Thanks again and have a wonderful day. 

mz_agelu
Level 1

How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

Hello,

 

Were you ever able to get the document you needed with ALL information needed? I have a client who pays via direct deposit with their payroll. So I need all the same info for this to happen.

Catherine_B
QuickBooks Team

How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

Hello there, mz_agelu.

 

Before you can use direct deposit, you’ll need to set up your payroll bank account. Direct deposit requires a bank account and after you set up a direct deposit for your company, you can add your employees' information.

 

To add the direct deposit information to your employees, here's how:

 

  1. Go to the Payroll or Workers menu.
  2. Select Employees.
  3. Click on the employee's name and click the pencil icon beside Pay
  4. Scroll down to the page where it asks you how you want to pay the employee. Select Direct deposit.
  5. Enter the employee's bank details and click Done. 

For the detailed process, you can use this article: Set up your company payroll for direct deposit.

 

Let me know if you have other questions, Take care!

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