I received a payment from an invoice and trying to figure out how do I transfer the money to my personal account ?

I acknowledge the importance of seamlessly managing and transferring your funds efficiently, Chris, and I'm here to help you achieve that.

If you've signed up for  QuickBooks Payments, you'll automatically obtain a QuickBooks Cash account. This checking account serves as the deposit destination for all your customer payments. From there, you can easily put funds in and out of the said account.

To get started, you'll first want to connect your personal bank account to the external bank to be able to transfer funds.

1. Navigate to Lending & banking, then QuickBooks Checking.
2. Select Transfer, followed by Transfer money.
3. Select Add a bank.
4. Enter the necessary information for the transfer. 
5. When you're ready to connect, select Next.

Once done, 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.

If you haven't subscribed to Payments, please note that we use the Transfer feature in QuickBooks to record the transfer. Note that this feature is solely for recording purposes, and the actual transfer should be performed outside of QuickBooks.

1. Select + New,  then Transfer.
2. Provide the necessary information for the transfer.
3. Optionally, you can enter a description of the transfer in the Memo field.
4. Review the details and Date of the transfer, then hit Save and close or Save and new once done.
   

For additional details on how a QuickBooks Cash account functions in different scenarios, please refer to this article: Learn more about QuickBooks Cash accounts and the Cash Flow menu.

I've also included a detailed resource about working with QuickBooks Checking accounts which would come in handy moving forward: Use your QuickBooks Checking account.

I'll be here to help if you have additional questions about funds transfer in QuickBooks. Keep safe.