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December 12, 2021
Question

QuickBooks business Checking account not synced. When I go to manage account it wants to give me a new account number

  • December 12, 2021
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1 reply

December 12, 2021

Thank you for picking QuickBooks as part of your daily business, @ellis@huntersmit.

 

I can share some information about how managing accounts work with QuickBooks Cash.

 

Just to confirm, are you using the Money by QuickBooks that lets you manage business money with a mobile bank account and debit card, plus payments? If yes, QBO and QuickBooks Money app are two separate accounts. Even if you have the same login information, you can't connect or share the data between them.

 

The funds that flow through the Money by QuickBooks app will appear in your Money by QuickBooks bank account. If you have a QuickBooks account, its data won’t appear in the Money by QuickBooks app or bank account.

 

To learn more about this feature, you can check out this link: Money by QuickBooks app.

 

On the other hand, you may sign up for QuickBooks Payments and QuickBooks Cash to manage your money in and out transactions through a QuickBooks Cash account or the Cash Flow menu. Once approved, you get a QuickBooks Cash account and receive your QuickBooks Debit Card in the mail within 3 - 5 business days.

 

In addition, you have to add your bank and start a connection. This will make QuickBooks send two small deposits to the account within 3 business days. When you see it reflected in your bank, you'll have to verify and confirm the transactions by entering the amounts in QuickBooks. You can follow the steps in this article on how to transfer money in and out: Use your QuickBooks Cash account.

 

Here are some of our helpful articles you can open to know more about QuickBooks Cash and Cash Flow:

 

 

For more tips about handling your bank transactions in QuickBooks Online, you can also review the topics from this link: Find help with bank feeds and reconciling accounts.

 

If you have any other follow-up questions about the money app or cash flow, let me know by adding a comment below. I'll come back to assist you more. Stay safe and well!