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BossWookie
July 11, 2023
Question

Settin up accounts in Quickbooks self employed

  • July 11, 2023
  • 1 reply
  • 0 views

Hi all, newbie question. I don't want to connect my banks digitally to Quickbook self employed and prefer to do the import process manually. How do I set up set up different accounts and different types of account in Quickbooks self employed into which I can import data? The only option I get in the interface is 'Cash account'.

1 reply

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AbegailS_
July 11, 2023

I’m here to help and provide insights about adding an account without linking it with QuickBooks, BossWookie.

 

Currently, we're unable to set up a different bank account in QuickBooks Self-Employed, just like QuickBooks Online can do. When you add a transaction manually without a connected bank account, it'll be categorized under the Cash account by default. 

 

You'll want to connect your bank account to QBSE to manage your transactions properly. For more guidance, feel free to check out this article: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

I can certainly understand how the ability to set up a different account type without connecting them could be useful. I recommend sending feedback to our Product developer. Your feedback's definitely valuable to Intuit. 

 

Here's how:

 

  1. Click the Assistant feature and typing submit feedback.
  2. Choose the Feature request option from the prompts.
  3. Hit Submit.

You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

Just in case you want to learn how to categorize your transactions correctly, you can read this article for detailed information: Schedule C and expense categories in QuickBooks Self-Employed.

 

Please post a reply below if you have other concerns with your transactions in QuickBooks Self-Employed. I'll be more than happy to assist you again. 

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BossWookieAuthor
July 11, 2023

Hi Abegail, thanks for the quick response. If the Quickbooks self employed can't let me set up accounts and allow me to import .csv files manually, then it's the wrong product for me. Do you know which of the QB products would let me do this? It's for a sole trader with no VAT.

Kind regards

Ray 

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JamaicaA
July 11, 2023

I acknowledge the need to upload a CSV file to QuickBooks so you can easily manage transactions, @BossWookie. I'll share another product with four versions to help you decide which one best suits your needs.

 

QuickBooks Online delivers different plans with distinct features. Each price corresponds to the qualities they can offer. There are also discounts on limited time to help you save money. 

 

For single users (freelancers, gig workers, and solo businesses), QuickBooks Simple Start is the simplest mode to handle income and spending. It is the most affordable plan that will help you run basic financial statements, and connect bank and credit card accounts, which includes manually uploading transactions via a CSV file. You can also invoice customers and manage sales tax. 

 

You can create a trial account through this link: https://quickbooks.intuit.com/uk/. After choosing a plan for QBO, cancel your QuickBooks Self-Employed subscription. This way, we can prevent any charges in the future.

 

To learn more about setting up and navigating within the program, visit these pages to view videos and topics that will walk you through what to do: 

 

 

Read through this article for the specific usage edge according to your subscription: Learn about usage limits in QuickBooks Online.

 

Determining the subscription you need is my priority. Let me know if you need further assistance doing QuickBooks tasks. I'm always ready to help you.

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