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March 10, 2021
Question

Can you help me access the money in my QB Cash account?

  • March 10, 2021
  • 1 reply
  • 0 views
I need to transfer to a bank account

1 reply

Jessica_young
March 10, 2021

I'm happy to help get your money transferred, @chucklewis-ml2so.

 

First, to transfer money to and from your QuickBooks Cash account, you'll need to connect an external bank account.  Here's how: 

  1. Go to the Cash Flow menu.
  2. In the QuickBooks Cash section, select Transfer money.
  3. Select Transfer in. You won't transfer money yet, we just need to start the connection.
  4. Follow the onscreen instructions.
  5. Enter the bank's name and select a type in the Account Type field. Then select Next.
  6. Enter your info in the Account number and Routing number fields. Then select Next.
  7. When you're ready to connect, select Sounds good.

QuickBooks will send two small deposits to the account within the next 3 days. After you get the confirmation email, come back to QuickBooks to verify the transactions.

  1. Select the verify link in the email. Or sign in to QuickBooks Online, go to the Cash Flow menu, and select Verify bankNote: Some banks don't require verification. Instead, you can just select Add to connect your bank.
  2. Enter the two deposit amounts sent from QuickBooks. The order doesn't matter.
  3. When you're ready, select Confirm.

Then,  you're ready to transfer money out of your QuickBooks Cash account. Here's what you'll do:

  1. In the Get or send money dropdown, select Transfer money.
  2. In the From field, select your QuickBooks Cash account.
  3. In the To field, select the (+). Then select your connected bank account.
  4. Enter the amount you wish to move out of your QuickBooks Cash account.
  5. When you're ready, select Finalize transfer.

You can read more on this topic in greater detail by checking out this article: Use your QuickBooks Cash account.

 

I'd love to hear how this goes for you! I'm here for any other questions you may have. Have a fantastic second half of your week!