cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about connecting your bank and credit cards in QuickBooks Online

Reply to Message

View discussion in a popup

Replying to:
ShallyMarR
QuickBooks Team

Reply to Message

Hello there, Louis Humphreys.

 

Good to see you here in the Community.

 

The transactions show in the Bank register depend on what data shares from your actual bank. I suggest contacting your bank to verify the shared data.

 

QBSE is a cash-based system and it is used for tracking the business income and expenses to estimate the taxes. It doesn't have Chart of Accounts just like what QBO has, which is why we're unable to assign a specific account for your transactions or add another account.

 

Since has no transactions have come through, I'd suggest to manually import the transactions to keep your transactions up to date. 

 

  1. Go to the Settings icon, and then select Imports.
  2. Select Import older transactions on the right for the account you want the transactions to belong to.
  3. Follow the instructions onscreen to finish importing your data.
  4. Select Import.

To learn more about on connecting your bank account in QuickBooks Self-Employed, please refer to this article for future reference: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

If you need anything else, please post a comment in Community. We are here to back you up. Have a good one!

Need to get in touch?

Contact us