Skip to main content
May 23, 2021
Question

I want to transfer money from my quick books account to my bank, but the bank does not show up even as it is linked in the accounts section.

  • May 23, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

LieraMarie_A
May 23, 2021

Hey there, @sam149. I have all the instructions you'll need to transfer your money from your QuickBooks account.

 

To clarify, are you trying to transfer money from your QuickBooks Cash account to an external bank account? You'll need to set up an account you already linked for online banking a second time for QuickBooks Cash.

 

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.

 

After that, 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.

 

Once confirmed, you're ready to transfer your money. For the detailed steps, refer to this article: Use your QuickBooks Cash account.

 

You might also want to check out this article to know more about the QuickBooks Cash accounts: QuickBooks Cash flow FAQ.

 

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

sam149Author
May 24, 2021

I tried doing that, but the account disappears, it doesn't register, I think it is because; the account is already linked in the banking section.