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March 4, 2023
Question

How can I transfer funds from Quick Book checking to my Chase Bussiness checking

  • March 4, 2023
  • 1 reply
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How can I transfer funds from Quick Book checking to my Chase Bussiness checking

1 reply

March 4, 2023

Welcome to the Community, Charles. I can share information about transferring money to or from your QuickBooks Checking account in QuickBooks Online (QBO). 

 

To begin with, you'll have to link your bank account. This way, you can transfer money from your QuickBooks Cash account. You can follow the steps below: 

 

  1. Go to Banking services, then select QuickBooks Checking. 
  2. Click Transfer in. You won't transfer money yet. You just need to start the connection.
  3. Follow the onscreen instructions.
  4. Enter the bank's name and select a type in the Account Type field.
  5. Click Next.
  6. Enter your info in the Account number and Routing number fields. Then select Next.
  7. Hit Sounds good.

 

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. Then, transfer money out of the QuickBooks Checking account by following the steps below: 

 

  1. Select Cash flow from the Business overview menu, then choose QuickBooks Checking.
  2. Click Transfer, and select the option to transfer money between your accounts.
  3. Enter the amount you want to move.
  4. In the From field, select (+). Then choose your connected bank account.
  5. In the To field, select your QuickBooks Checking account.
  6. Enter the amount you want to transfer.
  7. Once you're ready, select Finalize transfer

 

That would route you in the right direction. For more details about transferring money in and out of your QuickBooks Checking account, look at this article: Use your QuickBooks Checking account

 

To know more important things about your QuickBooks Checking account benefits? Feel free to read more from this article: QuickBooks Cash flow FAQ

 

I'm always here if you need help moving your money in and out of your QuickBooks Cash account.