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January 4, 2021
Question

How can I add my bank another way? I have not been able to add my bank account because there is a two step login process with my bank login

  • January 4, 2021
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1 reply

January 4, 2021

Hi @Lindsay Phillips,

 

I'm here to assist you with your online bank connection query in QuickBooks Self-Employed (QBSE).

 

Your online bank's login process is the same within QBSE. Some banks have several variants available for connection, and this can be a cause for confusion. To avoid this situation, search for your online bank via its URL or web address instead of its name. This way, you're sure that you're connecting to the correct online bank. 

 

In cases where you're unable to connect your online bank account, you have the option to import their transactions by hand. See this article for more details: Manually import transactions into QuickBooks Self-Employed

 

If you have any other questions about this process, then feel free to tag me in the comments below. I'll get back to you.