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btetrault
December 3, 2020
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How do I write checks from our QuickBooks Cash account? When I go to order checks through QuickBooks it "doesn't recognize the routing number" and can't fill in the info.

  • December 3, 2020
  • 1 reply
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Just seems odd that the QB check ordering system doesn't recognize it's own banking system? I understand it's greendot but now I have to go search for their actual name and address just to add to the checks? Seems not streamlined at all.
Best answer by MaryLurleenM

You're right, btetrault.

 

You're unable to create payroll and pay bills using the QuickBooks Cash. As you may have observed, you'll need to use an actual bank account to transfer funds to this account. You'll want to move the money first to a checking or savings account before transferring it to QuickBooks Cash.

 

The same goes for printing checks. You'll want to transfer the funds to an external or a different bank account. Then, use that when printing the checks.

 

Check out these articles to learn more about QuickBooks Cash:

Let me know if you have other questions.

1 reply

K_Siman
K_Siman
December 3, 2020

Hello @btetrault! Hope your morning is going well so far. I'm happy to shed some light on our QuickBooks Cash option.

 

There are two ways to access your money in that account. You can transfer money from QuickBooks Cash to another banking account or use your QuickBooks Debit Card. If you want to transfer money, here are the steps:

  1. Go to the Cash Flow menu.
  2. In the QuickBooks Cash section, select Transfer money.
  3. Select Transfer out.
  4. In the From field, select your QuickBooks Cash account.
  5. In the To field, select the (+). Then select your connected bank account.
  6. Enter the amount you want to move out of your QuickBooks Cash account.
  7. When you're ready, select Finalize transfer.

You can also access the account and routing number from the same menu.

  1. Go to the Cash flow menu.
  2. In the QuickBooks Cash section at the top, select Manage Account.
  3. Select Account info to view your account number or routing number.

This article includes what I've discussed and also other information about QuickBooks Cash: Use your QuickBooks Cash account.

 

Any other questions you have, please feel free to reply to this post. :)

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btetraultAuthor
December 3, 2020

Thanks,

 

So to be clear: I cannot write checks directly from the QuickBooks cash account? Say, to pay bills or for payroll, etc?

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