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March 1, 2021
Question

How can I transfer the money out of my QuickBooks account into my Bank of America when the two accounts are already linked.

  • March 1, 2021
  • 1 reply
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1 reply

March 2, 2021

I'll show you the easy steps, josielynphoto-gm.

 

If the funds are in your bank feeds and want to transfer them to your Bank of America account, you can follow these steps: 

 

  1. Go to the Banking or Transactions menu and select Banking.
  2. Select your QuickBooks bank account. 
  3. Look and click on the transaction that you want to transfer.
  4. Select the Record as transfer option and select Bank of America under Transfer account drop-down.
  5. Click Record transfer

You'll want to check your bank's register to review the transaction. On the other hand, if the funds are not in your bank feeds, you can always transfer funds between accounts.

 

However, if you're referring to QuickBooks Cash Account, you can follow Step 3 on this article on how to take money out of your QuickBooks Cash account: Use your QuickBooks Cash account.

 

Let me know if you have other questions. Take care!