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January 28, 2024
Question

Once invoice is paid and money is in quickbooks. how do I transfer to my bank account?

  • January 28, 2024
  • 1 reply
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1 reply

January 28, 2024

Hello there, Rico. I understand you'd like to transfer the funds from your QuickBooks Checking to your bank account. 

If you have QuickBooks Payments and have applied for a QuickBooks Checking account, all customer payments will be deposited into the account once approved. You can quickly deposit and withdraw funds from this account at your convenience.

Let's connect your bank account first to transfer money from your QuickBooks Checking account. Follow the steps below: 

 

  1. Hover to the Banking services, then select QuickBooks Checking.
  2. Choose Transfer, then select Transfer money.
  3. Hit on Add a bank, then enter your bank's information.
  4. Select Next. QuickBooks will deposit two small amounts into your account. Once you notice the deposits, confirm the transactions on QuickBooks.
  5. Go to Banking services, then QuickBooks Checking.
  6. Select Verify bank. It's important to note that banks don't require verification. Instead, you can select Add to connect your bank.
  7. Enter the two amounts deposited by QuickBooks, then select Confirm.

 

After that, here's how you can transfer the money out of the QuickBooks Checking account:

 

  1. Go to Banking services, then select QuickBooks Checking.
  2. Select Transfer, then choose Transfer money.
  3. Enter the amount you want to transfer.
  4. Choose your QuickBooks Checking account in the From dropdown.
  5. In the To dropdown, select your connected bank account.
  6. Select Next, then hit Finish transfer.

 

You can read this article for more detailed information: Use your QuickBooks Checking account.

 

On the other hand, I'll add these articles to help you manage your transactions in QuickBooks Online: 

 

 

Kindly utilize the reply button below whenever you need further clarification and assistance transferring money to your bank account.