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:
Ethel_A
QuickBooks Team

Reply to Message

Welcome to the Community.

 

Let me share information about connecting bank accounts in QuickBooks Self-Employed.

 

In QuickBooks, when you connect your bank account, you can save time entering your data manually. It will automatically download recent transactions. QuickBooks will then categorize them for you. You only have to approve the work.

 

However, you can also choose not to connect your bank. You can manually enter your data into your QuickBooks Self-Employed account.

 

Here's how:

 

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a description.
  3. Select the Select a Category menu. Select the best category to organize your transaction.
  4. If you have a receipt, you can drag and drop it onto the form.
  5. Once done, select Save.

 

For future reference, you can read these articles to help you if you want to connect with your bank:

 

 

Don't hesitate to click the Reply button below if you need further assistance connecting your bank or entering data manually in QuickBooks Self-Employed. I'm always here to help. Have a great day.

Need to get in touch?

Contact us