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awgphoto
January 15, 2020
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Add a Bank Account Manually

  • January 15, 2020
  • 1 reply
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I am trying to manually add a new bank account (RBS Business credit card) to QB Self Employed. The account has no online access so I can’t follow the normal account set which insists on trying to  log onto a bank website. How do I do it?

Best answer by Ashleigh1

Why not? That is a vital part of the functionality.

 

I was sold the Self-Employed as I was told it would met my needs. It does not. I assume you can create accounts yourself in the Simple Start package? How do I upgrade?


Hi Awgphoto,

 

You cannot upgrade from a Self-Employed package, it would be a case of just taking out a new simple start package and then canceling your self employed account. 

1 reply

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RaymondJayO
January 16, 2020

I'll share with you the two options on how you can manually add your bank account, @awgphoto. 

 

First, you can import bank transactions using a CSV file since your RBS Business credit card has no online access. I'd suggest contacting your bank to verify if they allow you to export transactions to this file type. Once confirmed, the file must be formatted correctly and saved on your computer. Then, start the importing process below. 

  1. Go to the Settings (Gear) icon at the upper right.
  2. Select Imports.
  3. Click Import transactions. 
  4. Choose Browse to upload the file from your computer. 
  5. Follow the onscreen instructions to finish importing your data.
  6. Click Import.

 

The screenshot below shows you the first four steps. For detailed instructions, check out this article: Import Transactions From Other Sources. 

 

Once done, the transactions will go into the cash account. With this, you'll need to review and assign them to the correct categories from the Transactions tab. For more information, check out this article: Categorising Bank Transactions. 

 

The second option is to manually add transactions in the program. This lets you enter all of your income and expenses from your RBS Business credit card account. For detailed steps, go through this article: Manually Add Transactions in QuickBooks Self-Employed. 

 

You can always visit this website: Banking Overview. This is a resource hub that contains articles to help you effectively manage your bank transactions in the system. 

 

I'll be around to help if you need further assistance. Have a good day, @awgphoto.

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awgphotoAuthor
January 16, 2020

Thank you for the response. I have been able to export .csv file from CardsOnline Commercial (RBS Business Credit Card) and import as Other Transactions. Unfortunately, these only go into the CASH account.

 

How do I manually add a new account (RBS Business Card) and assign these imported and future transactions to this account? I don't understand why this is not an obvious option. All other accounting packages I have used allow this.

P
payment after leaving
January 16, 2020

Hi awgphoto

 

If you do not have an account connected and attempt to upload an Excel file it will allocate the information to the cash account, you are unable to manually create an additional account.

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