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amoctezuma411-gm
Level 1

How do i transfer money that was paid on invoice to my business account?

 
4 Comments 4
QueenC
Moderator

How do i transfer money that was paid on invoice to my business account?

Welcome to the Community forum. I'm here to help you with transferring invoice payments to your business account.

When you sign up for  QuickBooks Payments, you will be granted a QuickBooks Checking account. This account serves as the destination for all customer payments. Subsequently, you can conveniently deposit and withdraw funds from this account.

You'll need to connect this business account first to transfer money from your QuickBooks Checking account. Follow the steps below:
 

  1. Go to Banking services, then select QuickBooks Checking.
  2. Choose Transfer then select Transfer money.
  3. Hit on Add a bank then enter your bank's information.
  4. Select Next. QuickBooks will then transfer two small amounts of money to your account within three business days. After you notice the deposits in your account, return to QuickBooks to confirm the transactions.
  5. Go to Banking services, then QuickBooks Checking.
  6. Select Verify bank. It's important to note that banks don't require verification. Instead, you can just select Add to connect your bank.
  7. Enter the two amounts deposited by QuickBooks then select Confirm.


After that, here's how you can transfer the money out of the QuickBooks Checking account:
 

  1. Go to Banking services, then select QuickBooks Checking.
  2. Select Transfer then select Transfer money.
  3. Enter the amount you want to transfer.
  4. Select your QuickBooks Checking account In the From ▼ dropdown.
  5. In the To ▼ dropdown, select your connected bank account.
  6. Select Next then hit Finish transfer.

For detailed guidance on how to put money in and take money out of your QuickBooks Cash account, refer to the following article: Use your QuickBooks Checking account

Finally, here's an article that'll help you categorize transactions from your connected banks and put them into the right account: Categorize online bank transactions in QuickBooks Online.

 

Please don't hesitate to ask any questions along the way. I'm committed to making sure you feel confident and empowered in managing your invoice payments and transferring funds in QuickBooks Online.

MarisaGreen
Level 1

How do i transfer money that was paid on invoice to my business account?

Transfer is not an option on my account. How to I have a check written to me from the Quickbooks checking account? You guys closed my account without any notice or information and refuse to reopen it. Please release my funds to me. 

MarisaGreen
Level 1

How do i transfer money that was paid on invoice to my business account?

You guys closed my account and won't let me do any online transfers. I have been trying to run my business through quicbooks but you guys decided to close my account without any notice or explanation. I need help retrieving the money in my Quickbooks checking account that I made while I was operating.  How do I get a check written to me for my balance in my account????

DHeraV
Moderator

How do i transfer money that was paid on invoice to my business account?

I understand your frustration with the unexpected closure of your QuickBooks account without notice, Marisa. I empathize with the challenges this situation presents and the impact it can have on your business operations.
 

To retrieve the funds from your Checking account, I recommend contacting our QuickBooks Payments support experts. It's best to contact them as soon as possible to explain your situation and seek their assistance in resolving this matter. They will be able to provide you with the necessary guidance and support to help you retrieve your funds and advise you on the next steps to take.

 

Moreover, you may also want to explore this link which contains guide articles to help you manage your merchant services: QuickBooks Payments Help Articles.
 

Please keep me posted on your situation by leaving a comment below. I'm here to help whenever you need it.

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