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June 15, 2024
Question

Can anyone transfer money from an external account like Bofa to Quickbooks? I always have to log into BOFA and send it via ACH I wanted quickbooks to fetch the money

  • June 15, 2024
  • 2 replies
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Can anyone transfer money from an external account like Bofa to Quickbooks? I always have to log into BOFA and send it via ACH... I wanted quickbooks to fetch the money from my bank.

2 replies

June 15, 2024

Hello there, smartcleaning271. 

 

I can share information on transferring money from an external bank account. 

 

You can leverage the QuickBooks Checking feature to completely streamline the process of transferring money from your external BofA account into your QuickBooks business finances.

 

Before you start, you need a QuickBooks Payments account. If you don't have one, don't worry – the QuickBooks Checking application process will guide you through applying for QuickBooks Payments.

 

Once you're ready, let's start by connecting your bank account to QuickBooks Checking. You can follow these steps:

 

  1. Go to Lending & banking, then select QuickBooks Checking 
  2. Choose Transfer and then select Transfer money.
  3. Select Add a bank and enter your bank name and select your account type.
  4. Enter your account number and routing number.
  5. When you're ready to connect, select Next.
  6. Go to Lending & banking, then QuickBooks Checking 
  7. Click Verify bank.
  8. Enter the two amounts deposited by QuickBooks. The order doesn't matter. Select Confirm.

 

Once your bank account is connected, here's how you can transfer money into your QuickBooks Checking account:

 

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

 

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

 

You might also want to check out this article to know more about the QuickBooks Cash accounts: Learn more about QuickBooks Cash accounts and the Cash Flow menu.

 

Please keep in touch if there's anything else I can do to help you transfer your funds. I've got your back. Have a great day!

June 15, 2024

I have an active payment account and I still can't bring in the money, see the attached printout, I tried on the computer and got the same error.

June 15, 2024

I appreciate the screenshots you've provided, smartcleaning271. I'm here to ensure you get pointed in the right direction for support regarding your QuickBooks Checking transfers.

 

You can reach out to our Support Team for assistance in checking why you cannot move money from an external account despite having an active Payments account. Since you're also prompt regarding risks, they can pull up your account to figure out these matters securely. I'll show you how:

 

  1. Go to the Help icon and choose Search.
  2. Select the Contact Us button and enter your concern.
  3. Press Continue.

 

Please check our operating hours through this article to ensure a prompt response: Contact Payments Support.

 

Additionally, read through this reference for more details about this feature: Learn more about QuickBooks Checking.

 

Here's your guide to managing your account: Use your QuickBooks Checking account.

 

Reply to this post if you have other concerns or follow-up questions about money transfers in QuickBooks Checking. We're always here to lend a helping hand.

June 15, 2024

I have an active payment account and I still can't bring in the money, see the attached printout, I tried on the computer and got the same error.