How do I get my money back that was suppose to be in an envelope?

Thanks for bringing this to our attention, @Oscalu. Let's figure out why your funds are not showing in your QuickBooks Checking envelope.

It's important to note that the money transfer takes three to five business days and is processed through an Automated Clearing House (ACH). First, the funds will be added to your QuickBooks Checking account, and then it will be automatically transferred to your envelope. 

You'll also want to double-check that you've allocated the money to the appropriate envelope. 

If the envelope is correct and the money has disappeared beyond five days, I suggest reaching out to our customer support team. I can see you've already contacted them. However, we'll need to get in touch again so they can securely review your account and initiate an investigation if necessary. Since the Community is a public space, we're unable to perform such tasks to protect your account information. To do that:

1. Go to Help and select Contact Us.
2. Enter your concern and click Continue.
3. Choose between Chat with us or Have us call you.

Additionally, QuickBooks Checking offers automated sales tax and envelopes that simplify the process of saving for sales taxes. With this feature, the program considers your sales tax liability report and calculates the amount you need to transfer from your account to your sales tax envelope. 

Feel free to reach out whenever you have further concerns about envelopes. The Community is here to answer your queries. Stay safe, and have a good one.

A transfer from quickbooks checking to envelopes usually takes minutes, it has been more than a week. it shows the transfer was made but its not in my account. i have called several times and the quickbook online reps can see that my account is showing the money that was transferred but once they check the envelopes the money is not there.

I have been connected with Quickbooks checking customer service and at first they said the money is available then they realized that is not but they claim that there's a resolution ticket made and it will take two business days. Second call same run around but this time the ticket has been escalated and it will take two days. I have called again today and after going through the whole thing again they want me to wait another two days. As usual they don't have anyone there that can reverse the transfer.

Meanwhile, I have my business on hold because Quickbooks checking account is used as my operating account to pay customers, bills and employees.

Can someone please help get my money back.

I understand the inconvenience this has caused you, @Oscalu.

I can see that you have already contacted them. However, you will need to contact them again so they can securely review your account and initiate an investigation, if necessary. Please note that we are unable to perform these tasks in public spaces like the Community to protect your account information.

1. Go to Help and select Contact Us.
2. Enter your concern and click Continue.
3. Choose between Chat with us or Have us call you.

Additionally, QuickBooks Checking offers automated sales tax and envelopes that simplify the process of saving for sales taxes.

If you have any concerns, please leave them in the comments section below and we will respond to you as soon as possible.

Ariel, this is really concerning, Has this been resolved? I just started using QA Checking/Envelopes and my transfers are sitting in Pending status - even though they cleared my bank account... wondering if I made a wrong decision to use them.

I completely understand how crucial it is for you to receive an update on the money that was supposed to be in your envelope, @Rho2. I can imagine how it must feel to be in a situation like this, and I'm here to assist you in any way I can.

To ensure you have a clear understanding, kindly note that the money transfer process typically takes 3-5 business days and is facilitated via the Automated Clearing House (ACH). The funds will first be credited to your QuickBooks Checking account and then automatically transferred to your designated envelope.

Please make sure that you have assigned the money to the correct envelope. If the envelope is correct and the money has been missing for more than five days, I suggest contacting our customer support team. I see that you have already contacted them, but we will have to connect with them again so that they can securely review your account and initiate an investigation if required. Since the Community is a public forum, we are unable to perform such tasks that are necessary to protect your account information.

1. Go to Help and select Contact Us.
2. Enter your concern and click Continue.
3. Choose between Chat with us or Have us call you.

Furthermore, I'm adding this article about using QuickBooks Checking: Use your QuickBooks Checking account.

Come back to this post if you have further concerns and follow-up questions. I'll be here to provide further assistance.

My husband is having the same issue. We moved money into our envelope and then processed paper checks for payroll and it wiped the money out of the envelope but never put it back into the account. We have called and emails to no avail. Typically we call support, then they say, oh well this is an issue with GreenDot, you'll need to call them. So we call them and they don't know either so they just bounce you around so they can take your hard earned money from you. Our accountant that runs our QB for us can't even access this account either. 

If you are running a business I would highly advise to stay away from this product!