How to use your QuickBooks Cash account with the help of QuickBooks Desktop Support USA?

As we know that QuickBooks Cash account isa monthly fee-free checking account within QuickBooks where all of the customer payments get deposited. If you want then you can use your QuickBooks Cash account to save money, or use features like envelopes to save proactively. So, today we are going to discuss how to put money in and take money out of your QuickBooks Cash account with the help of QuickBooks Desktop Support Phone Number.

Step 1: You need to set up your QuickBooks Cash account.

Still, if you are logged off, then you need to log in for QuickBooks Payments and QuickBooks Cash. In case, if it gets approved, then you will get a QuickBooks Cash account and your QuickBooks Debit Card will be there within 7 – 10 business days.

Step 2: You need to connect a bank account to QuickBooks Cash.

1. First of all, navigate to the Cash Flow menu and then open QuickBooks Cash.
2. Next choose Transfer and then select to transfer money between your accounts. In case, if you are not going to transfer money yet, then you just need to start the connection.
3. Click & select Add a bank.
4. Type your bank’s name and select account info.
5. Type your account number and routing number.
6. Once you are ready to connect, then click & select Next.

You will get to know that QuickBooks will send two small deposits to the account within the next 3 days. When you will be able to see the deposits in your account, return to QuickBooks to verify the transactions, if required.

1. First of all, log in to QuickBooks Online, then navigate to the Cash Flow menu, and then select Verify bank. 
2. Now type the two deposit amounts sent from QuickBooks.
3. Once you are good to go, then click on yes to Confirm.

Step 3: Transfer money in and out of your QuickBooks Cash account.

It is needed to put money into your QuickBooks Cash account.

1. First, navigate to the Cash Flow menu and then select QuickBooks Cash.
2. Next you need to select Transfer and then choose the option to transfer money between your accounts.
3. Now type the amount that you want to transfer.
4. Click & select (+) by clicking on the From field, then select your bank account, that is connected.
5. Click & select your QuickBooks Cash account.
6. Now type the amount that you want to transfer.
7. Once you’re ready, click & select Finalize transfer.

It is needed to take money out of your QuickBooks Cash account.

1. First, click & select Transfer money and then transfer money between your account.
2. Next type the amount to transfer from your QuickBooks Cash account.
3. Click & select your QuickBooks Cash account.
4. Click & select the (+), then select your connected bank account.
5. Once you’re ready, click & select Finalize transfer.

Pay Bills using your QuickBooks Cash account.

1. First, click & select Pay a bill.
2. Now you need to follow the prompts on the screen to schedule and pay by paper check or ACH.

You can use your QuickBooks Debit Card to withdraw money from ATMs and make purchases.

Step 4: You can categorize your transactions.

QuickBooks can automatically categorize as many QuickBooks Cash transactions as possible.

Next steps: How to manage your QuickBooks Cash account.

How to review your QuickBooks Cash transfers.

1. First of all, navigate to the Cash Flow menu.
2. Next, click & select View all from the Recent activity section.
3. After that, click & select All, Money in, or Money out option.

In order to see your QuickBooks Cash monthly statements.

1. First, navigate to the Cash Flow menu and then select QuickBooks Cash.
2. Then click & select Manage.
3. After that, you can view your QuickBooks Cash account and select Monthly Statements.

In order to get your account or routing number, or pin number.

1. First, click & select Cash flow and then open QuickBooks Cash.
2. Next, click & select Manage.
3. In order to view your account number or routing number, then select account info.
4. At last, click & select Replace card or Reset Pin to get help with your debit card.
   
   Conclusion :

We really hope that the above article will be a help to you. You will be able to know how to use your QuickBooks Cash account with the help of QuickBooks Desktop Support USA with the methods mentioned above. However, if you still have some query or in case, the above-mentioned solutions don’t work, feel free to contact us on QuickBooks Desktop Support. You can also send us a mail at support@quickbooksupport.net. You can stay in touch with our experts available all round the clock and available geographically. With the constant support QuickBooks Support Number USA, you may feel tension free while you are on a run to QuickBooks. You can also visit @ www.quickbooksupport.net.