Use your QuickBooks Checking account (2024)

If you haven't yet, sign up for QuickBooks Payments. Once approved, you'll get a QuickBooks Checking account. You'll also get your physical QuickBooks debit card in the mail within seven to ten business days.

Note: Select Link account to connect your QuickBooks Checking account if it isn’t showing under Banking.

1. Go to Lending & banking, then select QuickBooks Checking (Take me there).
2. Select Transfer and then select Transfer money.
3. Select Add a bank.
4. Enter your bank name and select your account type.
5. Enter your account number and routing number.
6. When you're ready to connect, select Next.
   Note: QuickBooks will send two small deposits to the account within three business days. Once you see the deposits in your account, come back to QuickBooks to verify the transactions.
7. Go to Lending & banking, then QuickBooks Checking (Take me there).
8. Select Verify bank.
   Note: Some banks don't require verification. Instead, you can just select Add to connect your bank.
9. Enter the two amounts deposited by QuickBooks. The order doesn't matter. Select Confirm.

Transfer money into your QuickBooks Checking account

1. Go to Lending & Banking, then select QuickBooks Checking (Take me there).
2. Select Transfer then select Transfer money.
3. Enter the amount you want to transfer.
4. In the From ▼ dropdown, select your connected bank account.
5. In the To ▼ dropdown, select your QuickBooks Checking account.
6. Select Next.
7. Select Finish transfer.

Transfer money out of your QuickBooks Checking account

1. Go to Lending & banking, then select QuickBooks Checking (Take me there).
2. Select Transfer then select Transfer money.
3. Enter the amount you want to transfer.
4. In the From ▼ dropdown, select your QuickBooks Checking account.
5. In the To ▼ dropdown, select your connected bank account.
6. Select Next.
7. Select Finish transfer.

1. Go to Lending & banking, then select QuickBooks Checking (Take me there).
2. Select Pay bill.
3. Follow the prompts to schedule and pay by paper check or ACH.

Review your QuickBooks Checking transfers

1. Go to Lending & banking, then select QuickBooks Checking (Take me there).
2. In the Recent activity section, select View all.
3. Select All, Money in, or Money out to filter the list. To get more details, select individual transactions.

See your QuickBooks Checking monthly statements

1. Go to Lending & banking, then select QuickBooks Checking (Take me there).
2. Select View account.
3. Select Manage.
4. Select Monthly Statements.

For accountants:

1. Go to Accounting, select Reconcile.
2. Choose QuickBooks Checking for the account to reconcile and select View statements.
3. Select a statement to download.

1. Go to Lending & banking, then select QuickBooks Checking (Take me there).
2. Select View account.
3. Select Manage.
4. Select Replace card or Reset Pin to get help with your debit card.

Note: Call the number at the back of your QuickBooks debit card for disputes.