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O
Oscalu
November 14, 2023
Question

How do I get my money back that was suppose to be in an envelope?

  • November 14, 2023
  • 1 reply
  • 0 views
I transferred $26k to my envelope and it disappeared. No one on the QuickBooks side or the QuickBooks checking side knows how to help

1 reply

JaeAnnC
JaeAnnC
November 14, 2023

Thanks for bringing this to our attention, @Oscalu. Let's figure out why your funds are not showing in your QuickBooks Checking envelope.

 

It's important to note that the money transfer takes three to five business days and is processed through an Automated Clearing House (ACH). First, the funds will be added to your QuickBooks Checking account, and then it will be automatically transferred to your envelope. 

 

You'll also want to double-check that you've allocated the money to the appropriate envelope. 

 

If the envelope is correct and the money has disappeared beyond five days, I suggest reaching out to our customer support team. I can see you've already contacted them. However, we'll need to get in touch again so they can securely review your account and initiate an investigation if necessary. Since the Community is a public space, we're unable to perform such tasks to protect your account information. To do that:

 

  1. Go to Help and select Contact Us.
  2. Enter your concern and click Continue.
  3. Choose between Chat with us or Have us call you.

 

Additionally, QuickBooks Checking offers automated sales tax and envelopes that simplify the process of saving for sales taxes. With this feature, the program considers your sales tax liability report and calculates the amount you need to transfer from your account to your sales tax envelope. 

 

Feel free to reach out whenever you have further concerns about envelopes. The Community is here to answer your queries. Stay safe, and have a good one.

O
OscaluAuthor
November 14, 2023

A transfer from quickbooks checking to envelopes usually takes minutes, it has been more than a week. it shows the transfer was made but its not in my account. i have called several times and the quickbook online reps can see that my account is showing the money that was transferred but once they check the envelopes the money is not there.

I have been connected with Quickbooks checking customer service and at first they said the money is available then they realized that is not but they claim that there's a resolution ticket made and it will take two business days. Second call same run around but this time the ticket has been escalated and it will take two days. I have called again today and after going through the whole thing again they want me to wait another two days. As usual they don't have anyone there that can reverse the transfer.

Meanwhile, I have my business on hold because Quickbooks checking account is used as my operating account to pay customers, bills and employees.

Can someone please help get my money back.

A
ArielI
November 14, 2023

I understand the inconvenience this has caused you, @Oscalu.

 

I can see that you have already contacted them. However, you will need to contact them again so they can securely review your account and initiate an investigation, if necessary. Please note that we are unable to perform these tasks in public spaces like the Community to protect your account information.

 

  1. Go to Help and select Contact Us.
  2. Enter your concern and click Continue.
  3. Choose between Chat with us or Have us call you.

 

Additionally, QuickBooks Checking offers automated sales tax and envelopes that simplify the process of saving for sales taxes.

 

If you have any concerns, please leave them in the comments section below and we will respond to you as soon as possible.

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