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minkyoungworld-g
August 7, 2021
Solved

I need to add my saving's account as I have been getting paid to the account. But it's only letting me choose the "foundation account" from the same bank

  • August 7, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by Rose-A

Thanks for getting back to us, minkyoungworld-g.

 

The system display banks with a supported account type in QuickBooks Self-Employed.

 

Since you're adding an account that's not supported by the program, as a way around, you might want to choose another account so you can import your transactions or manually enter them in QuickBooks.

 

Manually add a new transaction:

 

  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. Learn more about categories.
  4. If you have a receipt, you can drag and drop it onto the form.
  5. When you’re done, select Save.

 

You can submit a request to add your account to the list of supporting banks, QuickBooks and your financial institution will work closely to provide a seamless connection. Here's how:
 

  1. Select the profile ⚙ icon and then Bank accounts.
  2. Type your bank into the search box.
  3. Select Request support for your bank.
  4. Enter the bank name and URL.
  5. Hit Request.

 

In case you want to know some "How do I" steps in QuickBooks Self-Employed, you can always visit our Help Articles page for reference.

 

I'm only a post away if you have any other questions. I'll be glad to share and provide further assistance whenever you need one. Have a wonderful day!

1 reply

LieraMarie_A
LieraMarie_A
August 7, 2021

Hi there, @minkyoungworld-g. I'm here to make sure you're able to get the most updated banking transactions.

To get your savings account added, you'll have to connect it to QuickBooks Self Employed (QBSE). It helps you download your recent transactions automatically.

 

Here's how:

  1. Go to the Gear icon and then select Bank accounts.
  2. Select Connect another account.
  3. In the search box, enter the name or URL of your bank. Then select Continue. 
  4. Enter the sign-in info you use for your bank's website.
  5. When you’re ready, select Connect.

 

For more info, check out our guide: Connect bank and credit card accounts to QBSE.

 

Should you need to get older transactions, you can export/download them from your online banking account. Then, import/upload them to your QBSE account. Once done, categorise your transactions so QuickBooks puts them on the correct line of your Schedule C.

 

Be sure to keep in touch by leaving a comment below should you need further help in managing your transactions. I'll be here to assist. Have a lovely day.

M
minkyoungworld-gAuthor
August 7, 2021

I have already tried this ways but it's only showing me 1 account, but I need an access to the other saving's account that I get paid into.

 

On the screen it says 

 - Can't see your account? We've displayed only the relevant account types that you can add. 

 

So how do I add the other accounts??? 

Rose-A
Rose-AAnswer
August 8, 2021

Thanks for getting back to us, minkyoungworld-g.

 

The system display banks with a supported account type in QuickBooks Self-Employed.

 

Since you're adding an account that's not supported by the program, as a way around, you might want to choose another account so you can import your transactions or manually enter them in QuickBooks.

 

Manually add a new transaction:

 

  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. Learn more about categories.
  4. If you have a receipt, you can drag and drop it onto the form.
  5. When you’re done, select Save.

 

You can submit a request to add your account to the list of supporting banks, QuickBooks and your financial institution will work closely to provide a seamless connection. Here's how:
 

  1. Select the profile ⚙ icon and then Bank accounts.
  2. Type your bank into the search box.
  3. Select Request support for your bank.
  4. Enter the bank name and URL.
  5. Hit Request.

 

In case you want to know some "How do I" steps in QuickBooks Self-Employed, you can always visit our Help Articles page for reference.

 

I'm only a post away if you have any other questions. I'll be glad to share and provide further assistance whenever you need one. Have a wonderful day!

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