I would like a call back to set up my QB account. I don't want to link my bank account to QB. I want to manually add money to my account. Call back at [phone number removed]

You have the option to manually input your bank transactions, scotthanus57. I’ll assist you in configuring this in QuickBooks.

Since you prefer not to connect your bank account to QuickBooks, you can either input it manually via the New transaction column or Upload bank statements in a .CSV format to import them. Most banks provide the ability to download transactions from their site in a CSV format.

Here's how:

1. Go to the Transactions menu, and select Bank transactions.
2. Click the New transaction button.
   
3. Enter the transaction details.
4. Click Save.
   

To upload your bank statements manually, follow these steps:

1. Go to the Transactions menu, and select Bank transactions.
2. Click the dropdown arrow beside New transaction and choose Upload bank statements.
   
3. Drag and drop or select files.
4. Click Continue.
   

If you decide to connect your bank in the future, refer to this article as a guide: Connect bank and credit card accounts to QuickBooks Online. After linking your bank, Solopreneur downloads automatically income and expense transactions into predefined categories for easy review and categorization.

You can check this article to gain more insights about Solopreneur and its functions: Introduction to QuickBooks Solopreneur.

If you still need to speak to our customer team over the phone, you can still request a callback. Our Live Support team is accessible through the Help menu. To reach them, click this article: QuickBooks Solopreneur Live Support.

Furthermore, to better understand how QuickBooks Solopreneur categorizes your transactions, you might find this article useful: Schedule C and Expense Categories in QuickBooks Solopreneur and QuickBooks Self-Employed.

We’ll be here in the Community if you have any additional questions regarding bank account setups or other inquiries related to QuickBooks Solopreneur. We are dedicated to providing continuous support.