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June 24, 2022
Question

Can I do a transfer on the app

  • June 24, 2022
  • 1 reply
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1 reply

June 24, 2022

Hello, @julie169.

 

This task will require the use of a web browser. The only way to deposit funds into your QuickBooks account is to deposit them at your bank. I'm here to assist you can transfer to QuickBooks Online.

 

 

We can then transfer it to your Cash account. You may need to link an account that you already have linked for online banking again for QuickBooks Cash. 

 

Here's how:

 

  1. Navigate to the Cash Flow menu.
  2. Select Transfer money in the QuickBooks Cash section.
  3. Choose Transfer in. You will not transfer money at this time; we simply need to establish the connection.
  4. Follow the instructions on the screen.
  5. In the Account Type field, enter the name of the bank and choose a type. Then click Next.
  6. Fill in the Account number and Routing number fields with your information. Then click Next.
  7. Select Sounds good when you're ready to connect.

 

Within the next three days, QuickBooks will make two small deposits to the account. Return to QuickBooks to verify the transactions after receiving the confirmation email.

 

Follow the instructions below to transfer your money into your Cash account.

 

  1. Navigate to the Cash Flow menu.
  2. Select Transfer money in the QuickBooks Cash section.
  3. Choose Transfer in.
  4. Select (+) in the From field. Then choose your linked bank account.
  5. Select your QuickBooks Cash account in the To field.
  6. Enter the amount to be transferred.
  7. When you're finished, click Finalize transfer.

 

Here's a link to an article with more information about the Cash Flow Menu.

 

If you have any further questions or concerns about categorizing your QuickBooks Checking account, please leave a comment below. I'd be delighted to assist you. Take care and have a fantastic day!